Add and manage owners

1. Go to Property Operations → Owners and click Add owner.
2. Enter the owner as a person, a company, or both (e.g. a person held under a numbered company).
3. Add their email and phone — the email is what you will later use to invite them to their portal.
4. Add the mailing address where statements or cheques are sent.
5. Choose which properties they own and, if you like, their portal permissions right away.
6. Save. You can edit any of this later.

The management fee is no longer set on the owner — it's set per property (see assigning owners to properties and Management Fees). This keeps buildings on different rates accurate even when one owner holds several.

• Collects own rent — mark owners who collect rent themselves so those properties are tracked separately.
• Notify on rent — email the owner automatically when rent is recorded.
• Status — set an owner inactive to hide them without deleting their history.

On an owner’s page you can upload documents to share with them and send messages back and forth — both appear in their portal once invited.