Add and manage owners

1. Go to Property Operations → Owners and click Add owner.
2. Enter the owner as a person, a company, or both (e.g. a person held under a numbered company).
3. Add their email and phone — the email is what you will later use to invite them to their portal.
4. Add the mailing address where statements or cheques are sent.
5. Set a default management fee: a percentage of rent collected, a flat monthly amount, or a per-unit amount.
6. Save. You can edit any of this later.

• Collects own rent — mark owners who collect rent themselves so those properties are tracked separately.
• Notify on rent — email the owner automatically when rent is recorded.
• Status — set an owner inactive to hide them without deleting their history.

On an owner’s page you can upload documents to share with them and send messages back and forth — both appear in their portal once invited.