What this page is for
Record who owns which properties and how to pay them, and give them access to the owner portal.
Who can use it
See owners to view; Add and change owners to edit. Inviting also needs Add and invite users.
How to set up an owner
- Enter the name, email, phone, tax ID and address.
- Enter the bank details for payouts.
- Tick the properties they own and select Save.
- Select Invite to the owner portal. They get an email with a link; you can also copy the link from the message shown.
Fields and columns
| Field | Meaning |
|---|---|
| Their sign-in for the owner portal. Each owner needs a different email. | |
| Account number | Stored encrypted and shown only as the last four digits. Leave blank to keep it. |
| Properties they own | Their properties show in the owner portal and on their month-end balances. |
Statuses and automation
When the owner accepts the invitation, their login is linked to this owner automatically.
Settings that change this page
Owner payout rules decide how much they get.
FAQs
What does the owner see? Only their own properties, and only what you allow in the owner portal settings.
Troubleshooting
| Problem | What to do |
|---|---|
| "Add the owner's email first." | Enter the email and save, then invite. |