The Operations section of MyVR is used to manage owners' information and owner communication through a custom web portal. Soon, we'll be adding the ability to access accounting and manage cleaners and maintenance in this section (we're working on it!).
- Owner Management
To get to the Owner Management section, go to Operations > Owner Management:
Users can add, delete, edit and view property owners in the Owners subsection.
On this page is a searchable list of all properties' owners.
To add an owner, click the Add New Owner button in the upper right and complete the following details:
- Owner information
- Properties that belong to that owner
- The owner's web portal settings (more on this in the Web Portal section)
Edit or delete existing owners using the Actions button to the right of each owner:
To upload documents to share with property owners through an owner web portal, go to Operations > Owner Management > Statements:
MyVR provides a list of all owner statements that have been uploaded.
Once a web portal has been established, upload documents to share with specific owners through the web portal. Upload monthly reports about the owners' properties that the owner can access at their convenience.
All uploaded documents must be in PDF format. To upload documents, click on the Upload New Statements button and select a file.
Click the Actions button next to any statement to preview it, delete it, or adjust its settings:
In Edit mode, name the statement (e.g. "December 2017 Financial Information For Your Property"), determine which owner will be able to see it (other owners will not see the statement in their web portal), and set a current or future date when the statement will be published within the owner's portal.
Under Web Portal, create a custom web portal that allows owners to see general announcements and updates, view custom statements that have been uploaded for them, and even book their own property. The whole process is so easy that a web portal can be up and running in minutes!
To get started, go to Operations > Owner Management > Web Portal:
Click the New Owner Portal button in the upper right. Once the site is provided with a name, users will be taken to our website editor to start editing the design and content of the web portal.
Name the web portal
Preview and select a template
Click Choose Template and build the new site!
Users can edit the design of their web portal pages in our website editor. Out of the box, users get an announcements page (for general information applicable to all owners), a company info page, a property availability page showing availability information to owners and allowing them to reserve their property, an owner statements page, and an owner info page.
After the page design has been customized, to get the owner portal up and running, publish the portal.
And then return to the Owners Section and choose an owner to be invited to the portal from the list and click Settings in the Actions menu next to their name.
Return to the Owner Portal Settings tab and click Invite to Owner Portal to send an automatic email with a link allowing that owner to set up their sign-in information. Once they've done so, the owner can log in to the portal and view all appropriate information about their property. Each owner only sees their property information -- so it's like many portals in one!
To set whether owners can automatically block availability for their property by reserving it through the web portal, go to Operations > Owner Management > Settings and choose an option. The default is to allow owners to block. Users can choose to treat owner-initiated bookings as a reservation request (requiring property manager consent) here. This is the default setting for all owners.
To alter the blocking setting for a particular owner, users can do so by going to the list of owners, choosing Settings for a particular owner, going to the "Web Portal Settings" tab and then choosing an option under the Owner Usage Requests section: