How do I share reports an owner can view?

First, you will need to make sure, that you are connected with the owner and have shared the property with them:

Can I connect owners to properties if I am a property manager?

To set which report an owner can view, click on the "Contacts" tab from the left-side menu. Select the "Owners" contacts tab and click "View profile" on the needed owner profile:

Next, scroll a bit to the “Reports” section on the left sidebar and press “Edit“ next to the Reports Settings widget.

Here you will see the list of all reports that you are currently sharing with the owner as well as those that are hidden. Set access authorization by checking the required boxes.  

You can change the access to reports by checking the required boxes next to reports. Click "Update" to save:




Last updated:
Mar. 27, 2024