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How do I add an owner?

Updated this week

To add an owner, please go to the Contacts β†’ "Owners" page from your left-side menu and press the "+ Add owner" button.

If you are using the New Navigation layout, open the Owner Financials page from the Financials left-side menu and switch to the Owners tab.

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Make sure that you are in Property Manager Account mode. If you do not see the Owner tab in your contacts, please check your account mode settings by going to the My plan tab in your Subscription Settings.

Fill in all required information, scroll down, and press the "Create" button to save your changes:


​Tip: Connect with an owner in order to exchange messages, send invoices, pay and collect rent, and assign properties to the owner, learn more about connection requests here: How do I connect with my owner?

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