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Owner profiles

Overview

Owner Profiles are a type of Guest Profile that can be used by Owner Accounting Properties to manage owner information.

Owners must have an Owner Profile created with banking information before adding an Owner Contract to an Owned Area.

Each Owner can only have one Owner Profile per Property.
Duplicate Owner Profiles will prevent Owners having access to the Owner Portal or receiving Owner Statements.

★ Hint: Entering an Online Password will enable the Owner to log into the Owner Portal. Add the bank details to the Owner Profile before creating the Owner Contract.
✎ Please Note: RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

 

Guide

In the side menu of RMS, go to Reservations > Guest Search.

  1. Select 'Add'.
    Reservations menu showing the Add Owner option used to create a new Owner profile.
     
  2. Select the Guest Type as 'Owner'.
  3. Select a Property.
  4. Enter the Owner Details.
  5. Enter an Online Password (Optional).
    The Password is used to access the Owner Portal and will be hidden when saved.
    Click HERE for information on how to Change the Password. 
  6. Click 'Save'.
    Owner Profile creation form in RMS showing required fields for owner name, contact details and address.
     
  7. Navigate to the 'Banking' tab.
  8. Select 'Add'.
    Owner Profile Banking tab in RMS with the Add button highlighted to add bank account details for the owner.
     
  9. Enter the Bank Details.
  10. Select and enter the 'Pay Owner By' option.
  11. Select 'Save/Exit'.
    Owner Bank Details entry form in RMS showing account name, BSB, account number and payment method fields.

 

 

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