Where to start
Admin Area → Quick Actions
Before you begin
The Quick Actions bar is available to signed-in administrators while the merged module is active.
Follow these steps
- Choose Create Portal / Account for a new native customer or a current workspace customer-group shortcut.
- Choose Compliance Update for the relevant merged compliance screen.
- Choose Property Operations for Add a Property, Property Status, Account Status, Tenant Onboarding, Onboarding Workspace or Maintenance Jobs.
- Choose Communications for tasks, support, leads and any available optional communication modules.
- Choose Finance & Admin for invoices, estimates, payments, contracts, reports or settings.
- Complete and verify the destination’s normal form or workflow.
Check the result
Selecting a shortcut navigates to the correct workspace; it does not itself create a record or send a message.
If something does not look right
The bar is separate from the two module header tabs. On narrow screens its controls scroll horizontally. Optional letter, appointment, mailbox and compliance-log destinations appear only when their owning module is active.
Questions and answers
Does Create Portal instantly create an account?
No. It opens the native new-client form and can preselect a valid customer group where appropriate.
Why do staff not see the bar?
It is intentionally administrator-only. Staff use their permitted module navigation.
Can a shortcut bypass permissions?
No. The destination retains its own access and validation controls.
Related technical reference: Britixo's detailed product guide (opens in a new tab). The screens available to you depend on your configured modules, company and permissions.
Useful next steps
Contact the Proplix team if you need help with your setup. Include the page or record reference and a description of the issue; leave passwords and private access tokens out of the message.