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Owners

Owners are the people or organisations who own cottages managed through StaySuite. Each owner record stores their name, contact details, and address.

Viewing owners

  1. Navigate to People > Owners.
  2. Search by owner name, or choose the address search to find an owner by address or postcode.
  3. Click an owner's name to open their record.

Adding an owner

  1. Navigate to People > Owners.
  2. Click Add Owner.
  3. Select Person or Organisation.
  4. Enter the name details for the selected owner type:
  5. For a Person, enter the title, forename, and surname. Middle name is optional.
  6. For an Organisation, enter the organisation name.
  7. Enter an email address and at least one contact number (mobile or telephone). The email address must be valid.
  8. To include an address, select Add address and enter the address details. Address is optional.
  9. Click Confirm to save the owner.

Editing an owner

Open the owner record from People > Owners. The Details and Address cards can be edited separately.

Details

  1. Click Edit on the Details card.
  2. Update the owner's name and contact details. Person owners have title, forename, middle name, and surname fields; organisation owners have an organisation name.
  3. Keep a valid email address and at least one contact number (mobile or telephone).
  4. Click Confirm.

Note

The email address cannot be changed here for an owner with a registered portal account.

Address

  1. Click Edit on the Address card.
  2. Update or enter the address details.
  3. Click Confirm.

Owner record tabs

Details

Displays the owner's name, email address, telephone number, mobile number, and address. Use the Edit action on the relevant card to update these details.

Cottages

Lists cottages associated with the owner, whether each cottage reports to HMRC, and the ownership period. Click a cottage name to open its record.

Owner Portal

Shows and manages the owner's portal access. For invitation and account steps, see Owner Portal Accounts.

Invoices

Displays invoices associated with the owner when the user has permission to view finance invoices.