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.
How to Invite an Owner
Step 1:
Click Owners.
Step 2:
Click dropdown arrow beside Change Access and select Hub Access.
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.
Step 1:
Click on the Owners and then click on the owner that you wish to cancel or resend the invite for.
Step 2:
Click on the Resend Invite or the Cancel Invite links to perform the respective action.
Bulk Invite Owners
Step 1:
Click Owners.
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.