Review and send the owner invite

Owners · 30 seconds · Admin

The owner has a pending invitation for the reviewed access.

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

Try it

1. Start with the reviewed invitation from Choose an owner’s access.
2. Check the sign-in email, property, enabled scopes and effective date.
3. Choose Send invite when those details are correct.
4. Check the Invited state. The owner accepts the invitation to open the portal.

Transcript

Finish the owner invitation by checking the summary. Review the owner's email, the selected property, what they can see, and when access starts. If the details are correct, send the invite. The owner will accept it to open their portal. They receive the access you reviewed, for the selected property.

Files

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• English captions (WebVTT)
• English captions (SRT)
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