This article outlines the process of how property managers change owner notification access levels, defines notification access levels, and demonstrates how to bulk manage owner notifications. The owner's ability to receive notifications on Melds, or their access the Owner Hub, can be changed at any time.
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How to Change an Owner's Access Level
Step 1:
Click Owners.
Step 2:
Search for Owner(s).
Step 3:
Select Owner(s) and then click Change Access and choose desired access.
Notification Access Level Definitions:
IMPORTANT: Owners, regardless of their access level, do not have visibility into chat messages from vendors or residents, nor can they view any vendor or resident related information in Meld. Owners can only see messages that are specifically sent to them by internal users and can only communicate with internal users. They do not have the ability to interact with vendors or residents through the system.
NOTE: The radio button defaults to "Yes" for all Melds when you're creating, but for those owners on Direct Only access, you have to click Enable notifications beside the owner name if you would like them to receive auto-notifications. This would set all owners under that property to All Notifications moving forward.
Direct Only -
Owners will receive direct email communication notifications only. Such as approval requests and reminders, chat message notifications, and files shared notifications. Owners with this access level won’t receive automatic updates for work assigned, work scheduled, or work completed actions on a Meld.
If your owners have Direct Only access, you have the ability enable the automatic update notifications of work assigned, work scheduled, and work completed at the meld level when creating the meld internally. See below screenshot on where you would enable these notifications.
All Notifications -
Owners will receive notifications for the following Meld operations:
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When a Meld has been assigned
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When a Meld has been scheduled
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When a Meld has been completed
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When a chat received
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When an approval request is received and reminders
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When a file is shared
When the notification access level is changed to All Notifications, the owner will receive an email notification advising that they have been invited to receive notifications. All Notifications will only show owners the brief description of a Meld, whereas Hub Access will show the brief description and full description. Every email they receive will have a Manage Notifications button at the bottom, see Notification Settings Owner for the owner's view. With All Notifications, the owner will also receive a text message when chat messages are sent to them from a meld.
NOTE: To customize the automatic email notifications sent to owners refer to How to Customize Owner Email Notifications.
Hub Access -
Owners with Owner Hub access will receive the same email notifications associated with the All Notifications access level, plus have access to the Owner Hub. For details on the Owner Hub, refer to Owner Hub Overview - Manager. For full instructions on how to enable Owner Hub Access, refer to How to Invite an Owner to Owner Hub.
NOTE: If an owner’s notification access level changes from Owner Hub Access to Direct Only or All Notifications, the owner will receive an email notification stating Owner Hub Access has been removed. The email will resemble the screenshot below.