Owner Profiles

1. In the Contact Details panel add the owners name, mailing address, and contact information. Enter the owners website domain if applicable.

2.   Once complete, press Update

The Owner Portal Permissions panel determines the features that the owner has access to when they sign in to the Owner Portal Account. The selectable options are summarized below:

 1.   Username  - It is recommended to use a naming convention such as the owner's First Name and Last Name with no spaces. For example: For the owner "John Lester," enter "JohnLester" as the username. If the username is already being used on the network try adding a number after the name. For example: "JohnLester22."

2.   Reset Owner Password - The password can be reset here. Keep in mind, when the password is first created, there are no requirements. When the password is reset, it must meet certain requirements. Click the "i" icon to see the requirements. It's always good practice to keep a copy of the passwords in the "General Notes" panel, below.  

3.   Restrict Owner Portal Access? - When enabled, the selected homeowner cannot access the owner portal, even if the homeowner has the correct username and password. If an owner ever has trouble logging in, first verify that this option is disabled.

4.   Allow the Owner to View a List of Reservations - When this check box is enabled, the owner can view the availability calendar, view reservations (restricted data access), and add/edit owner bookings

5. Allow the Owner to Add Bookings from the Portal - When enabled, the owner can add bookings from the portal. Once the booking is created, the owner and Property Manager will have full access to the booking.

6. Allow the Owner to View Finalized Monthly Statements, Work Orders and Property Address - When this check box is enabled the owner can add work orders, view and update inventory, view print and export monthly and annual owner statements.

7. Read Only? - When this check box is enabled the owner cannot make any edits to the property details. It becomes read-only.

8.   Allow the Owner to Create Rates and Generate Quotes Exclusive to the Owner Portal - When this check box is enabled, the owner can create a rate set to use for the personal web site, and can generate quotes from the portal.

Allow owner to see owner amount against bookings? - This setting will determine if the owner will see the amount due to them for any reservations made by the Property Manager in the owner portal. When set to Default, it will use the global setting set in the Software Settings Assistant. When set to Allow the amount will be displayed. When set to Don't Allow the amount will not be displayed.

In this panel, add or edit the selected owner's tax and accounting settings.

1.   Tax Ref / SSN - Enter the owner's tax reference ID or Social Security Number. The reference number entered in this field will be used to populate certain tax and accounting reports.

2.   Owner Account Currency - The option selected from this drop down list will determine the currency the owner will see on the owner statement and recalculate the financial figures accordingly.

3.   Check payable to - Checks by can cut to send to the owner. Enter the name to appear on the check.

4.   ACH Settings: In order for the system to generate the ACH file to the owner, enter the owner's US Bank Account details. Enter the Name of Bank, Account Number, and Routing Number, then press Save.