Adding & Setting up Owner Accounts

You'll want to use the following steps to setup owner accounts on your system, and associate them with units for proper expense recording and reporting.
 

First, to get started, you'll want to add an owner contact.  This can be done from the Contacts page which you can find from your "personal menu" on the left side of your screen.

From the contacts page, just select "Add a Contact" to add a new owner contact.

From the add contact form, you'll want to input all the details for this owner, and select the contact type as owner.

Next, you'll have the option to "Enable Online Portal".  By choosing this option, you'll be sending the owner an invite email to setup their owner account where they can login and see all of their details, units and tenants, work orders, private messaging with management, finances with owner statements, etc.  

If you have questions on how this process works we recommend creating a "test" owner account for yourself before sending out to all your owners.

And finally, after you've added your new owner account, you'll want to associate this owner with all of their units.  You can do this by editing the unit from the Units & Tenants tab then selecting the owner from the edit unit form.

And that's it, from here all expenses associated with this unit will now be associated with this owner and all reporting and revenue as well.  Enjoy.