Linked contacts in owner page
The ‘Access to owner portal’ block of an owner page in the PMS shows all persons linked to the owner with their own email address.
Access the owner page by clicking the name of a specific owner, either from the owner index or from any other page where the owner name can be clicked.
The primary contact is the person whose information is in the contact section of the owner page - the owner with whom you signed the agreement.
If invited, other linked contacts have the same access to the owner portal that the primary contact has. This includes any email updates.
If you change an owner’s or linked contact’s email address with which they want to access to the owner portal, you have to send a new invite to this new email address.
Access for their old email address is revoked.
New additional contact
To add another contact, click the 'New' button behind 'Access to owner portal'.
Enter the necessary information for a new contact;
Or, search for the details of an existing contact by entering their name or email address, and then selecting the correct contact from the suggestions list on the right.
Confirm by clicking 'Link contact' at the bottom of the page.
Invitation to the owner portal
Using the three dots behind the contact’s name, you can invite them to the owner portal by email. The status of the contact indicates whether an invitation has been sent and accepted.
Access can be revoked by clicking on the three dots next to the name and selecting 'Revoke access', or by unlinking an additional contact from the owner entirely.
Take over role
If you want to take a look at a particular owner's owner portal, you can take over their role.
Read more: Login as owner