A Checklist for inviting Rental Owners to the Owner Portal

The Owner Portal is a fast, secure, and convenient way for your owners to fund funds and run reports.

To avoid confusion, please make sure that your Owner balances and access are set up correctly: 

  1. Did you set up your rental owner opening balances?
  2. Are your owner ledgers up to date with the correct available cash?
  3. Do your owners have the correct user role permissions?


Still have questions?

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