Property Manager Assignment Notification on New Tenancy

Release: v0.1.354

Overview

When a new tenancy is created, the platform automatically identifies the responsible branch and notifies the branch manager and assigned negotiators via an in-app notification. The notification contains key tenancy details and a direct link to start the check-in workflow.

This ensures the right people are aware of new tenancies from the moment they are created — without any manual handoff.

How It Works

Trigger

The function is event-driven and fires on the tenancy.created event. No manual action is required to send the notification.

Recipient Resolution

The platform determines who to notify through the following lookup chain:

Property → Branch The property linked to the new tenancy is cross-referenced with branchProperties to identify which branch is responsible.
Branch → Members branchMembers is queried to find all members of that branch.
Members → Negotiators & Manager The member list is filtered against orgMembers where agentRole = 'negotiator' to identify negotiators. The branch manager is also included as a recipient.

Notification Content

Each recipient receives an in-app notification containing:

Tenancy details (property address, start date, tenant information)
A direct link to launch the check-in workflow for that tenancy

Entity Reference

Entity	Role in this feature
`tenancies`	Source of the `tenancy.created` event
`properties`	Used to look up the associated branch
`branchProperties`	Maps properties to branches
`branchMembers`	Lists members belonging to a branch
`orgMembers`	Provides agent role data (`agentRole = 'negotiator'`)
`notifications`	Stores and delivers the in-app notification

Frequently Asked Questions

Who receives the notification? The branch manager and all negotiators assigned to the branch responsible for the property.

When is the notification sent? Immediately and automatically when the tenancy.created event fires — there is no delay or manual step.

What channel is used? In-app notifications only. Email or SMS are not part of this feature.

What if a property is not linked to a branch? If branchProperties returns no result for the property, no notification is sent. Ensure all properties are correctly assigned to a branch to avoid missed notifications.

What does the check-in workflow link do? The link deep-links the recipient directly into the check-in workflow for the newly created tenancy, allowing them to begin the process immediately.

Related Features

Check-in Workflow
Branch & Member Management
In-App Notifications