Property Owners
Navigate to Owners in the sidebar to access the property owner directory.
Owner Directory
The owner directory displays all property owners with their contact information:
| Column | Description |
|---|---|
| Name | First and last name |
| Contact email address | |
| Phone | Phone number |
| City / State | Mailing city and state |
| Parcels | Number of parcels linked to this owner |
| Status | Active or Inactive |
| Portal | Whether the owner has portal access |
Use the Active / All / Inactive filter buttons above the table to view owners by status. The default view shows active owners only.
Adding Owners
Click New Owner to create a new property owner record. Enter their name, contact information, and mailing address.
Linking Owners to Parcels
Owner records are linked to their associated parcels through the owner-parcel relationship. From an owner’s detail page, click Link Parcel to assign them to a parcel. This linking enables:
- Notifications to reach the correct property owners
- Owners to view their property details when they log in
- Parcel-level ownership tracking
Setting Owners as Inactive
When a property changes hands, you can set the previous owner as inactive rather than deleting them. This preserves their historical data and parcel links while clearly marking them as no longer current.
From the owner detail page, Admin users can click Set Inactive to toggle the owner’s status. Inactive owners:
- Retain all contact information and linked parcels
- Appear in the owner directory when the Inactive or All filter is selected
- Can be reactivated at any time by clicking Set Active
Deleting Owners
Admin users can permanently delete an owner from their detail page by clicking the trash icon button. A confirmation prompt will appear. Use this for data entry errors — for ownership transfers, setting the owner as inactive is preferred.
Role note: The Owners page is only accessible to Admin and Staff users. Only Admin users can set owners as inactive or delete them. Property owners can view their own property information through the Property Owners portal.
Tip: Keep owner contact information current. The platform uses email addresses for notifications and account invitations.