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Answered

Adding a new Homeowner

Michelle Curry
asked this on Jan 03 14:53

This is the first step in adding a new homeowner, once you have set up the owner here, you can go to Manage Owners and edit the details.

Go to the New Owner Screen

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  1. Click User Account
  2. Click Create New Owner

Enter the Homeowner Details

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1. Add Title (if required)

2. Add First Name of Owner

3. Add Last Name of Owner

4. This is a required field Add email address of Owner (if there is more than one, separate by commas)

5. Add an User name for the owner to use to log into the Owner Edition
Note: It is good practice to use the first and last name (no spaces or punctuation) of the owners, this will make it easier to identify them later on

6. Add a password for the owner to use to log into the Owner Edition
This can be anything you or the owner chooses-generally Property Managers assign a portion of the address as the password

7. Click Create Owner