How do I enable the owner portal?

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KIK Management Group

May 05, 2014 14:53

I am trying to go into an owner profile and enable the online portal but it says I need to upgrade my plan to add another owner. This owner is already added, all i want to do is check the box to enable online portal. how do I do this?

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  Jacob Thomason May 05, 2014 16:41

  Hey, you can enable the owner portal by editing the owner contact record.  Just navigate to your contacts and then filter for the owner.  Click on their name to view their profile then edit.  From there you can check to enable the owner portal which will send an email to them to get signed up.  Thanks!

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  KIK Management Group May 06, 2014 18:10

  I have done exactly what you said and it is not working. I am getting an error message that say's "Owner can't be added, you're over your limit. Please upgrade your plan."

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  KIK Management Group May 06, 2014 18:12

  Additionally i get this message as well... "This owner has associated expenses, you cannot remove or change its type. Please update or remove the expenses first. You can update other details below."

  How do I do this?

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  Jacob Thomason May 06, 2014 18:30

  It appears you're over your owner limit for the plan you're on.  Can you please submit a support ticket and we can get you squared away there.

  As for the issue with trying to remove an owner with associated expenses.  You can't do this.  If you want to delete an owner, you need to be sure they don't have any saved expenses.  You can remove any expenses for that owner from the Payables > receipts page.

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  KIK Management Group May 06, 2014 19:09

  Yes, but I am NOT trying to add a NEW owner, I am simply trying to enable portal to an EXISTING owner. Why am I not able to do this?

  I just want to allow owners to have access to Rent Post.

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  Jacob Thomason May 06, 2014 19:16

  I think this is because you're over your limit and when you're saving it's counting the number of owners against the limit on the account.  Therefore it's determining that it's over the limit.  This must be because of an import that you're over the limit.  Please submit a support ticket and we'll get this resolved for you.  Thanks!

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  KIK Management Group May 08, 2014 18:55

  How do I submit a support ticket?

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  Jacob Thomason May 08, 2014 19:08

  There should be a button at the top right of this page to submit a ticket.  Also, there is a support tab within your account.  Or, lastly, you can send an email to help (at) rentpost.com.  Thanks!

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