Purpose
The owner portal is a personal page, accessible without a password via a link unique to each holder. It allows the owner to consult their balance, fund calls, payments, annual statements, general meetings, and co-ownership documents, in order to reduce information requests sent to the property manager.
From this portal, the owner can also report an incident in the common areas; the report creates a maintenance request and a follow-up task for the property manager.
Where to find it
- Co-ownership
- Co-ownerships
Co-ownership file, “Owner accounts” tab, “Owner portal” column.
Steps
- Open the co-ownership, then the “Owner accounts” tab, which displays the called amount, paid amount, “Balance”, and “Overdue” for each holder.
- Click on the name of an owner to display their detailed “Account”, including the debit, credit, and balance of each entry.
- Click on “Send access” so that the owner receives their personal link by email, or on “Copy the link” to transmit it by another means.
- Monitor the access status using the “Sent” and then “Open” labels, which indicate that the owner has accessed their portal.
- Click on “Revoke” when the link should no longer function, for example after the sale of the lot.
Good to know
- The “Send access” button remains inactive as long as the owner does not have an email address.
- A report sent from the portal, under “Report an incident”, can be marked “Urgent”; it is transmitted by email to the property manager when the property manager's address is listed on the co-ownership file.
- Convened meetings appear in the portal with the “Vote online” button when online voting is open.