Partners
Organisation Admins can now directly create and manage Property Owners from the People tab in the ERP. Move to People > Property Owners to access the listing page.
This section enables you to view, create, and manage records of property owners. This document provides step-by-step details for creating a Property Owner from the People Section.
Log In To Your Account
- After logging in, access your dashboard.
- From the dashboard, click on the People Section from the main menu.
Go To The Property Owners Section
- From the dashboard, click on the People Section.
- Under the People section, select Staff.
Property Owners List Page
- Once inside the Staff tab, you will see a listing table that displays all existing Staff.
- From here, we can add Staff.
Adding A New Staff
Click on the Add Property Owner to add a new owner. A form will appear to fill in the required details:
- Username: your digital identity or login name on a platform.
- Password: a secret code that protects your account and confirms itβs really you.
- Email: Valid email address.
- First Name: your given or personal name, used to identify you individually.
- Last Name: your surname
- Role: Given Role (Property Manager, Co admin, Business user, or Account).
- Employee ID: a unique number given to each worker for identification.
- After filling in all the required Details, click on Save. A confirmation message will appear: Staff Created Successfully!.
- Now, in the main section, you will be able to view all the property owners' lists that are created.
Viewing Detailed Owner Information
Click on a property owner's name in the listing to view more details.
Owner Detail Page Layout:
The detail page is divided into three tabs:
- General
- Address
- Properties
General Tab
Shows essential identity and contact information:
- Prefix
- Owner Name
- Gender
- Phone Number
- Email Address
- Created At (time when the entry was created)
- Updated At (time of the last modification)
A Close button is provided to exit this view and return to the listing page.
Owner Address Information
Now, click on the Address tab from the Owner Details section. This section provides address details:
- Address Line 1: Primary address line.
- Location: City and state.
- Zip Code: Postal code
- Includes a Close button to exit this tab.
- This section also displays the list of properties owned by the owner, along with their ownership status (Active or Inactive).
- Once you have finished viewing or editing details, click the Close button to return to the Property Owners Listing Page.
