How to View and Record Property Owners

If you manage properties for other owners, you can record who owns each property and how much of it they own. You do this with Portfolios.

Before you start

• Portfolios are available on the Property Standard, Pro and Max plans. On other plans the Portfolios card is locked.
• If you are a team member and see Access Denied or No Access, ask your account owner to give you the Contacts → Property Owners → View permission under Settings → User Roles.

1. See a property's owners

1. Open the property.
2. Go to the Overview tab, then the Property Owners sub-tab.

Each card shows the owner's name, email and phone, and their Ownership percentage. This view is read-only. If no owners are recorded, it says No data.

2. Record an owner with a portfolio

1. Go to Settings → Portfolios.
2. Create a portfolio. There are three steps:
   1. Name & Owner: enter the portfolio name and the owner's name, email and phone.
   2. Assign Properties: pick the properties and enter the ownership percentage for each.
   3. Review: check the details and finish.
3. You see Portfolio created successfully!

Good to know

• Owners are added through Settings → Portfolios. There is no add or edit button on the Property Owners tab.
• If the Property Owners tab still shows No data after you create a portfolio, contact our support team.

Need help?

Email us at support@digitaltenant.com, or use the Help button in the bottom-right corner of your dashboard.