Creating Properties

Learn how to add and manage properties in Compass.

Overview

Properties represent physical locations or facilities in Compass. Each property stores address, stakeholder, contact, and business information and can be associated with projects, surveys, and other modules.

Creating a Property

Step 1: Open the Form

1. Navigate to the Properties module.
2. Click the Create Property button in the header.
3. The Create New Property modal will appear.

Step 2: Fill in Information

The form is divided into several sections:

Base Information

Core details identifying the property.

Field	Description	Required
Property Name	Official name of the site.	Yes
Status	Current state of the property (e.g., Active).	No
Property Type	Category of the property (e.g., Office, Retail).	Yes
Brand	Associated brand (if applicable).	No
Sub Brand	Associated sub-brand.	No
Currency	Operating currency for the property.	No
Reference	Unique external reference ID (e.g., store ID).	Yes

Address

Physical location details.

Field	Description	Required
Primary Address	Primary street address.	No
Secondary Address	Suite, unit, or building number.	No
ZIP Code	Postal code.	No
City	City or municipality.	Yes
Country	Country selection.	Yes

Stakeholders

Key business roles associated with the property.

Field	Description
Franchisee	Franchisee associated with the property.
Manager	Manager responsible for the property.
Owner	Owner of the property.

Contact Information

Communication channels and contacts.

Field	Description
Primary Contact	Main point of contact for the property.
Secondary Contact	Backup contact person.
Email	General property email address.
Phone	Site phone number.
Website	Direct URL for the property.
Initial Opening Date	Date the property officially opened.

Property Details

• Property Description: Detailed text description of the property.

Additional Information

• Notes: Any internal notes or operational context.

Custom Fields

Any additional fields configured in Property Settings will appear here.

Step 3: Save

Click Create Property to finalize the record. You can edit these details later by opening the property from the dashboard.

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Related:

• Properties Overview
• Property Settings