Before an owner can use the owner module, you first need to create both a user account and an owner profile. This article explains which settings you can configure during this process.
Create a user
Click New user in the top-right corner.
Select the 'Owner' user role and complete the remaining fields.
Save the user.
When creating the user, you can choose to send the account activation email immediately or at a later time. If you decide not to send it right away, you can edit the user later and send the activation email manually.
Create an owner
Go to Settings > Owners > Owners.
Click New owner in the top-right corner.
Complete the first tab with the owner's details, including their name, address, phone number, email address, and bank details.
Review the remaining tabs described below.
Tabs
Owner dashboard: select which owner portal configuration should be assigned to this owner.
Important documents: upload any important documents for the owner. All documents that have ever been uploaded for this owner remain available here.
You can also upload attachments for multiple owners at once. Select the required owners and click Upload attachments.
Notes: add internal notes related to this owner.
Users and permissions: link the user account to the owner by clicking Add user.
You can then configure the permissions the owner has within the owner portal. For more information, see the article Owner permissions.
Next steps
After creating the owner, you can continue configuring the remaining owner settings. See the following articles: