Contacts & owners
Tenants, buyers, guarantors and property owners — profiles, KYC documents and portal access.
5 articles
Add a contact (tenant, buyer or guarantor)How-toCreate a person or company, capture ID documents and set their preferred language.1 min readContact roles, tags and blacklistingConceptHow roles are derived automatically and how to use tags and the blacklist.1 min readGive a tenant or buyer access to the client portalHow-toBasicSend a WhatsApp magic link or emailed credentials so clients can see invoices, pay and raise requests.1 min readCreate an owner and assign their propertiesHow-toBasicOwners page: profile, management fee, bank details and the properties you manage for them.1 min readInvite an owner to the owner portalHow-toBasicWhatsApp login link or emailed credentials; what owners can see once inside.1 min read