Choose an owner's access

Owners · 30 seconds · Admin

You have reviewed the property and access scope.

English narration and visible captions. The tutorial uses fictional people and records in a demo agency.

Try it

1. As an admin, open Team & access and find Owner access.
2. Select the owner’s invitation action. Check the owner’s name and sign-in email.
3. Select the property, then continue to What they can see.
4. Choose the access scopes and check the effective date. This example enables Occupancy and Documents.
5. Read Before you send. The next lesson covers sending the invitation.

Transcript

Choose what an owner can see before you invite them. Open the Owners area and select the owner and property. Review the access options, such as occupancy and shared documents, and check the access-from date. Continue to the summary. Confirm that the selection matches what your agency wants to share.

Next lesson

Review and send the owner invite

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