Understanding ownership and how to invite a property owner/s

Modified on Wed, 20 Mar 2024 at 09:10 AM

This article looks at

  1. Adding an owner and invite them
  2. Adding further contact to that ownership
  3. Re-invite an owner retrospectively

 

1. Add an owner and invite them

Ownership is an entity it can be a

  • company
  • An individual
  • A number of individuals

When creating ownership it will be created with a single contact. To add additional contacts simply go to contacts>property owner>owner>company contacts>add :

  

2. Adding further contact to that ownership

      

3. Re-invite an owner retrospectively

Go to Contacts>Property Owner>Open/View a Property Owner>Contacts>Resend Invitation


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