As a property manager, this article outlines the process of how to invite an owner to the Owner Hub. The owner will receive an email notification with instructions to complete the registration process.
This article will cover:
Canceling and Resending Owner Hub Invites
How to Invite an Owner
From the Owners tab in the Properties section, click Change Access on the owner needing Owner Hub access, then select Hub Access.
NOTE: If you are needing to add an owner refer to How to Add an owner.
The owner notification status will change to Invited to Hub.
Once the has owner accepted the invitation and completed registration the status will change to Hub Access.
NOTE: For instructions on how to accept the invite from the owner's perspective Accepting Invite and Registering for Owner Hub - Owner.
Canceling and Resending Owner Hub Invites
Once the owner’s access level has been changed to Owner Hub an invite will automatically be sent out. If this has been sent in error or you wish to resend it follow the steps below.
1. Click on the Owners tab under the Properties section and click on the owner that you wish to cancel or resend the invite for.
2. Click on the Resend Invite or the Cancel Invite links to perform the respective action.
Bulk Invite Owners
Step 1:
Click Properties, then click Owners. If you only want to invite owners that have a property associated with them, click the Properties filter and select 1+.
Step 2:
Check the check box underneath the owner search box, this will select all of the owners on the current page. To select all of them click the Select all Owners text.
Step 3:
Click the Bulk Actions button and select Enable Hub Access and Notifications from the dropdown.
NOTE: Communication with an owner is always available via Meld chat and does not require owner notifications to be enabled.
Step 4:
Read the information in the confirmation window and click the Enable Hub Access button.
