Owner Management Setup and Overview

Article contents

• Create an owner
• Invite owner to join Owner Portal
• Manage owner details and restrictions
• View and Manage owners list
• Owner Statements

NOTE: 

• The owner portal allows property managers to share availability calendars, announcements, and statements with multiple owners through one website platform.
• Property managers can give owners authority to block dates, and to view all reservations at their properties with varying levels of data access.

Create an owner

Step 1: Navigate to Operations > Owner Management > Owners

Step 2: Click Add New Owner

Step 3: Complete Property Owner Details

Step 4: Click Associated Properties

Step 5: Select one or more properties from the dropdown menu

Step 6: Click Save Details

NOTE: OWNER PORTAL MUST BE CREATED BEFORE TAKING THE NEXT STEPS

Invite owner to join Owner Portal

Step 1: Under Owner Portal, click Invite to Owner Portal

NOTE: 

• Owner portal will automatically populate with details for associated properties.
• Email invitation automatically sent to owner to join portal.

Manage owner details and restrictions

The following optional actions can be taken in each section of the Owner Portal tab

Account Login

• Reset password
• Resend portal invite
• Toggle NO to restrict access

Owner Booking Permission

• Set booking permission for each associated property

Owner Reservation Visibility

• Toggle Yes/No to allow owner to view all associated property reservations.
• Control sensitive data by hiding or selecting specific Reservation financial information and guest details.

View and Manage Owners List

NOTE: 

Portal access pending = email invitation sent, not yet responded

Portal access yes = owner logged in to portal

Portal access no = email invitation not sent 

Click Settings to view or edit specific owner details and restrictions

Owner Statements

Step 1: Navigate to Operations > Owner Management > Statements

Step 2: Click Upload New Statements

Step 3: Select pdf file to upload

Step 4: In pop-up box, choose publish date, select owner from dropdown menu. 

Step 5: Click Save Changes

NOTE: 

• Publish Date is when the statement will appear to the owner in the Owner Portal. 
• Publish Date can be immediate or a selected future date.
• If Publish Date is not selected, the statement will remain unpublished until further action.
• From the Owner Statements list, you have the option to view, edit, delete, or publish a statement.