Prisma Support Doc

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Below is the video for the Prisma training

The Documents tab will display a list of all the documents that have been added into Prisma. 

The Documents tab has the following filters available to use:

• Search – Allows you to search by resident name or document type

Table: Document Columns

Within the columns, you may click the three dots and hide or show hidden columns to help make your view unique to you.

You may also drag and move columns so they are in the order of your preference.

The Parcels tab will display a list of all parcels that have been added into Prisma. By default, Parcels that have not been marked as Received will display.

The Parcels tab has the following filters available to use:

• Search – Allows you to search by resident name or subject
• ParcelStatus – Allows you to filter to view all, received or not received

Table: Parcel Columns

Within the columns, you may click the three dots and hide or show hidden columns to help make your view unique to you.

You may also drag and move columns so they are in the order of your preference.

The Messaging tab will display a list of all messages that have been created. By default, unread messages in the Inbox will display.

The Messaging tab has the following filters available to use:

• Search – Allows you to search by resident name or subject
• Read Status – Allows you to filter to view all, read or unread messages only
• Inbox – Allows you to view messages in the inbox
• Sent– Allows you to view sent messages
• SMS – Allows you to view sent text messages

Table: Workorder Columns

Within the columns, you may click the three dots and hide or show hidden columns to help make your view unique to you.

You may also drag and move columns so they are in the order of your preference.

Composing a Message

The Compose Message feature enables you to communicate directly with residents.

The Compose Message tab has the following filters available:

• Switch to send SMS – If toggled on, the message will change to a text message vs email message
• Applicants – If checked, the message will go to all applicants
• GuestCards – If checked, the message will go to those that have submitted a guest card
• Company – If you manage more than one company, this allows you to filter to send to a specific company
• Property – If you manage more than one property, this allows you to filter to send to a specific property
• Property Staff – Allows you to message Prisma users associated with that property
• Residents Status – Allows you to send messages basaed on a specific resident status
• Enrolled – Allows you to filter residents by enrollment status in the Prisma portal—select all, yes, or no
• Select Template – If you have saved a template, you can select it here
• Has Balance – If checked, the message will go to residents that have a balance in Prisma
• Schedue Message – If checked, you may choose the date and frequency the message should go out
  • Select Move In – Allows you to send to residents that have moved in by specific time frame
  • Select Frequency – Allows you to choose One Time or Monthly
  • Schedule Date – Allows you to choose the day of the month you want the message to go out

Enter the subject line for your message in the subject field.

The following shortcoes are available to use when composing a message:

• Lease Name – Will insert the name of the resident
• Lease Email Address – Will insert the email address associated to the resident
• Lease Contact Number – Will insert the contact number assoicated with the resident
• Move-In Date – Will insert the move in date assoicated with the resident
• Lease End Date – Will insert the lease end date assoicated with the resident
• Unit – Will insert the unit number associated with the resident
• Building – Will insert the building number associated with the resident
• Current Balance – Will insert the current balance associated with the resident
• Lease Address – Will insert the address associated with the associated with the resident
• Property Name – Will insert the name of the property associated with the resident
• Property Address – Will insert the property address associated with the resident
• Website URL – Will insert the property URL for the residnet to log into Prisma
• Make Payment URL – Will insert the URL for the resident to log into Prisma and take them directly to the Make A Payment section
• Resident Login URL – Will insert the URL for the residnet to log into Prisma

The Residents tab will display the list of units associated with the users account.

The Residents tab has the following filters available to use:

• Search – Allows you to search by lease ID, unit, name or email address.
• Lease Status – Allows you to filter by lease status.
• Export – Allows you to export the list of residents.

Table: Units Column

Within the columns, you may click the three dots and hide or show hidden columns to help make your view unique to you.

You may also drag and move columns so they are in the order of your preference.

View lease details

The View Lease section provides access to review and manage all details of the resident’s lease.

The top bar has the following navigation tabs:

• Residents – The Residents tab displays all residents associated with the selected lease.
• Transactions – The Transaction tab displays all payments associated with the selected lease.
• Workorders – The Workoders tab displays all workorders associated wtih the selected lease.
• Parcels – The Parcels tab displays all parcels assoicated with the selected lease.
• Documents – The Documents tab displays all documents associated wtih the selected lease.

The Payment Methods section allows you to manage which payment options are enabled for the lease. For best results, update your PMS system first—this ensures any changes you make in Prisma remain in effect during future PMS syncs.

Impersonate

If the resident has registered for their Prisma account, Impersonate lets you access the resident’s portal in their view, enabling you to assist with troubleshooting or navigation questions.

To end impersonation, simply close the browser tab.

Register

The Register feature enables you to assist residents who are unable to complete the registration process on their own.

You can enter the resident’s email address and set a temporary password for their initial login. Be sure to remind the resident to update their password after signing in for added security.

Send Invite

If the resident has an email address on file, you can send an invitation enabling them to register for the Prisma Resident Portal.

Compose A Message

The Compose Message feature enables you to communicate directly with the resident via email or SMS, if your account supports messaging.

For emails, enter a subject and a message up to 500 characters. After the message is sent, the resident will receive it by email and it will also be accessible in the resident portal.

To send an SMS, switch on “Send SMS” and type your message. After the message is sent, the resident will receive it by text and it will also be accessible in the resident portal. 

Add Document

The Add Document feature allows you to upload documents related to the resident directly in Prisma. You can also choose whether the document should be visible in the resident portal.

To upload a document, enter a description, select the appropriate category, and attach the file. To make the document viewable in the resident portal, check the “Show document to resident” box.

Add Parcel

The Add Parcel feature enables you to notify a resident when a package has been received at the office and is ready for pickup.

To add a parcel, enter a description and upload an image if needed. The resident will be notified through their resident portal, and if notifications are enabled, they’ll also receive an email alert.

Add Workorder

The Add Workorder feature enables you to submit a maintenance request on behalf of the resident. 

To submit a work order, fill out all required fields on the form and click Submit. The request will be visible in the resident portal and if integrated, the workoder will sync to your PMS system.

View Payment History

The View Payment History feature directs you to the transactions tab, filtered for that resident, allowing you to review their complete payment history.

Edit Profile

The Edit Profile feature lets you update the resident’s name, email address, contact number, or mobile phone number. When adding a mobile number, a one-time passcode (OTP) will be sent via text for verification before the number is saved.

You can also adjust payment methods for an individual resident instead of the entire lease.. For best results, update your PMS system first—this ensures any changes you make in Prisma remain in effect during future PMS syncs.

The units tab will display the list of units associated with the users account.

The Units tab has the following filters available to use:

• Search – Allows you to search by unit ID.
• Export – Allows you to export the list of units.

Table: Units Column

Within the columns, you may click the three dots and hide or show hidden columns to help make your view unique to you.

You may also drag and move columns so they are in the order of your preference.

The Properties tab provides a comprehensive list of all properties linked to the user, along with an overview of all staff members connected to each company or property.

Properties

The properties tab will display a list of each property the user is associated with. 

The Properties tab has the following filters available to use:

• Search – Allows you to search by property name
• Subscribed  – Allows you to filter if the property is subscribed or not

Table: Properties Column

Within the columns, you may click the three dots and hide or show hidden columns to help make your view unique to you.

You may also drag and move columns so they are in the order of your preference.

Staff

The properties tab will display a list of each property the user is associated with. 

The Staff tab has the following filters available to use:

• Search – Allows you to search by property name
• Comapny – Allows you to filter by company name
• Permission – Allows you to filter by a specific permission name
• Portal Type – Allows you to filter by property user or company user

Table: Staff Column

Within the columns, you may click the three dots and hide or show hidden columns to help make your view unique to you.

You may also drag and move columns so they are in the order of your preference.

The Companies tab will display a list of all companies associated with your account. 

The Companies tab has the following filters available to use:

• Search – Allows you to search by company name
• Export – Export the list of company records

 Table: Companies Columns

Within the columns, you may click the three dots and hide or show hidden columns to help make your view unique to you.

You may also drag and move columns so they are in the order of your preference.

The Check Review tab will display a list of checks or money orders that were scanned using the desktop check scanner.

The Check Review tab has the following filters available to use:

• Search – Allows you to search by Deposit ID, Batch ID or amount.
• Company – Allows you to filter by company, if you are associated to more than one.
• Status – Allows you to filter by peding, completed or duplicate items.
• Payment Timeframe – Allows you to filter by the date the item was scanned and submitted for processing.

Table: Check Review Columns

Within the columns, you may click the three dots and hide or show hidden columns to help make your view unique to you.

You may also drag and move columns so they are in the order of your preference.

The Application Fees tab will display all payments submitted durinig the application process.

The Application Fees tab has the following filters available to use:

• Search – Allows you to search by auth id or amount.
• Payment Timeframe – Allows you to filter by the date the application fee was created.
• Screening At Timeframe – Allows you to filter by the date the application was submitted to the screening company.
• Filter – Allows you to filter all application fees or just those that were returned or had a chargeback.
• Category – Allows you to filter by payments submitted via CARD or ACH.

Table: Application Fees Column

Within the columns, you may click the three dots and hide or show hidden columns to help make your view unique to you.

You may also drag and move columns so they are in the order of your preference.

The Autopays tab will display a list of all residents that have set up an autopay within their resident portal. 

The Autopays tab has the following filters available to use:

• Search – Allows you to search by Deposit ID, Batch ID or amount.
• Company – Allows you to filter by company, if you are associated to more than one.
• Schedule Date – Allows you to filter by the day of the month the autopay is scheduled to run

Table: Autopays Columns

Within the columns, you may click the three dots and hide or show hidden columns to help make your view unique to you.

You may also drag and move columns so they are in the order of your preference.

Once the batch has been closed, Prisma will create the Bank Deposit that will be sent to the propertys bank account.

The Bank Deposit tab has the following filters available to use:

• Search – Allows you to search by Deposit ID, Batch ID or amount.
• Company – Allows you to filter by company, if you are associated to more than one.
• Timeframe – Allows you to filter by the day the deposit was created.

Table: Bank Deposit Columns

Within the columns, you may click the three dots and hide or show hidden columns to help make your view unique to you.

You may also drag and move columns so they are in the order of your preference.

How To Access The Prisma Manager Portal

1. Log into Prisma’s portal here
2. Enter your username and password in the login fields to access your account

Forgot Password

1. In the event you forgot your password, click ‘Forgot Password?’
2. You will be prompted to enter your email address. Once done, click ‘Reset Password’
   
3. A system-generated email will be sent to your verified email address for a password reset

The transaction tab will display all payments in Prisma.

The Transaction tab has the following filters available to use:

• Search – Allows you to search by auth id or amount.
• Company – Filter by company, if you are associated to more than one.
• Payment Type Filter – Filter by rent payments.
• Payment Method Filter – Filter by payment type: Bank Account, Card, Mobile Check, Walk-In Cash or Manually Entered.
• Flagged Payments – Filter by:  Chargeback, Cancelled, Failed, Returned, Reversed, Refund and Voided.
• Payment Timeframe – Allows you to filter by the date the payment was created.
• Deposit Timeframe – Filter by deposit date rangae.

Table: Transactions Column

Within the columns, you may click the three dots and hide or show hidden columns to help make your view unique to you.

You may also drag and move columns so they are in the order of your preference.

When a resident initiates a payment in Prisma, a batch is automatically opened. The batch will be closed by Prisma at 6:45PM Eastern Time. Depending on your company settings, this may different for you.

The Batch tab has the following filters available to use:

• Search – Allows you to search by batch ID or amount.
• Company – Allows you to filter by company, if you are associated to more than one.
• Payment Method Filter – Filter by batch payment type; Bank Account, Card, Mobile Check, Walk-In Cash or Manually Entered.
• Timeframe – Allows you to filter by date range.

Table: Batch Columns

Within the columns, you may click the three dots and hide or show hidden columns to help make your view unique to you.

You may also drag and move columns so they are in the order of your preference.

The left navigation panel is the hub of the Prisma Manager portal. Depending on your company’s settings and the specific property you’re assigned to, your screen may look a little different or some features may not be available to you.

The side bar has the following navigation icons:

• Dashboard – The Dashboard provides a real-time overview, displaying key metrics for Autopays, Properties, Residents, Units, Workorders, and Messaging.
• Payments – The Payments section gives you access to Transactions, Bank Deposits, Autopays, Check Reviews, Check Deposits, Batches, Application Fees, and Post Application Fees.
• Companies – The Companies section gives you access to view and edit all companies you are associated to along with adding suers at the company level.
• Properties – The Propeties section gives you access to view and edit all properties you are associated to along with adding users at the property level.
• Units – The Units sectin gives you access to view all units your property is associated to.
• Leasing – The Leasing section gives you access to view, add or reject guest cards. It also lets you view and manage applications submitted. 
• Residents – The Residents section gives you access to view your residents. It serves as a quick navigation tool, were you can access the following features for that resident: 
  • Lease Detail – View the lease details along with residents associated to that lease, transactions, workoders, parcels and documents.
  • Impersonate – Allows you to impersonate the resident and view their portal.
  • Send Invite – Allows you to nvite the resident to register for the Resident Portal.
  • Register – Allws you to self register the resident in the event they are facing issues.
  • Compose A Message – Allows you to email or text the resident.
  • Add Document – Allows you to add a document and choose if you want it to display in the Resident Portal.
  • Add Parcel – Allows you to notify the resident a package is waiting for them to pick up.
  • Add Workorder – Allows you to add a workorder on behalf of the resident.
  • Payment History – Allows you to view the payment history for that resident.
  • Edit Profile – Allows you to modify the profile, such as adding an email address.
• Workorders – The Workorders section allows you to view all workorders, add and manage all workorders for your property.
• Messaging – The Messaging section allows you to view or compose messages to multiple residents. 
• Parcels – The Parcel section allows you to view or add a parcel.
• Documents – The Documents section allows you to view all documents created or add a new one.
• Logs – The Logs section allows you to view all emails sent from Prisma’s system.

The top navigation bar allows you to quickly filter by a specific property, if you manage more than one, quickly search with Prisma, access the knowledge base and manage your profile. 

The top bar has the following navigation icons:

• Select Property – Allows you filter by a specific property when navigating within Prisma.
• Search – Allows you to quickly search within Prisma. You can search all or isolate to companies, properties, units, residents, workorders and transactions. 
• Help Icon – Allows you to access the Prisma Knowledge Base. 
• Notifications– Allows you to view and manage all your notifications from Prisma.
• Profile – Allows you to edit your profile, change your password and manage email notifications.

Overview

Property Managers are our integral part of the system around which the Prisma system is designed ensuring that our customers get a better user experience by adhering best standards. Specifically devised to cater to the needs of a Property Manager, the system follows a rationalized approach towards increasing operational efficiency.

Transact

• Rent/HOA Payments
• Digital Banking Wallets
• AP Payments
• Security Deposit Management
• Banking/Tresury
• Resident & Utility Billing

Engage

• Rewards & Credit Reporting
• Messaging/Accouncements/Surveys
• Maintenance Requests
• Documents Renewals & E-Sign
• Digital Leasing
• Websites

 The guide is divided into a few major sections:

1. Portal Highlights: provides a general overview of the portal. The summary outlines the enhanced functionality and entails a portal sitemap.
2. Getting Started: explains how to log in and access the portal along with login troubleshooting steps. Also, you can get a glimpse of the portal navigation structure.
3. Portal Walkthrough: provides a detailed description of portals main features and functions.

Prisma PropTech, powered by Priority, is a modern platform that combines payments, banking, resident engagement, rewards, and leasing tools in one place. It simplifies how property managers collect, store, and send money while connecting with residents and applicants. Built by industry veterans, Prisma streamlines operations and modernizes fintech in property management. Through one efficient, intuitive experience, it addresses today’s challenges and enhances the way managers, owners, and residents interact with their communities.