Take over an owner's role

You can take over an owner's role to see exactly what the owner portal, their personal page, looks like. If an owner has any questions, you can easily take a look yourself.

Find the owner whose role you want to take over. You can do this via the Owners module or search for the owner via the search bar at the top right of your PMS.

On the owner page, you scroll to the ‘Access to owner portal’ block, and click the three dots behind the correct contact’s name. Choose ‘Take over role’. You are now logged in as the owner and can see exactly what this owner can see.
Read more: Owner page, Linked users in owner page

The yellow arrows in front of your profile photo indicate that you have taken over someone else's role. To put down the role you have taken over, open your profile dropdown and click ‘Relinquish taken over role’.

If you want to take over a role and you receive a notification saying that you don’t have the authority to see the owner portal, it means that the owner does not have an owner’s portal yet. The owner must first accept the invitation and create an account.