Open the owner access

Purpose

Owner access enables a principal to consult the properties that you manage for them yourself, which reduces ad-hoc information requests while ensuring that they cannot modify anything.

The “Your portfolio” space presents their units, the monthly rent, and their statements, and reminds them that any modification must be requested from the property manager.

Where to find it

1. Portfolio
2. Owners

“Open the owner access” action on the row, or the “Your portfolio” block in the owner file.

Steps

1. Open “Owners” and verify that the owner file includes an email address.
2. Click on “Open the owner access” on the row, or open the file and use the same button within the “Your portfolio” block.
3. Once the email has been sent, the portal displays “Email sent to the owner”, and from the file, the link is also displayed and can be copied with “Copy the link” if you prefer to transmit it yourself.
4. Consult the indicator in the file, “Access open” or “No access”, in order to know the situation of the owner.
5. Click on “Send the link again” if the owner has not used it, or on “Close the access” to revoke their viewing rights.

Good to know

• The access link is valid for thirty days and can be used only once.
• The link is shown only at the moment of its creation, meaning it cannot be read afterwards, which prevents it from being consulted by another person.
• The statements presented to the owner originate from the “Owner statements” screen, which prevents them from requesting them from you for every period.

Related guides

• PortfolioManaging ownersCentralise your principals' contact details and locate their buildings, mandates and statements directly on their profile.
• Rent and financeGenerating owner statementsGenerate the statement for each owner every month, including collected rents, fees, and expenses, in order to send it along with its PDF document.
• PortfolioManaging mandatesRecord your sales, letting, management or co-ownership mandates, numbered in the register, and track them until they end.
• PortfolioManaging unitsDescribe each lot, track its commercial status, and retrieve offers, leases, sales, and opportunities related to it on its file.