After you add units, a message appears at the bottom of the screen: Next Step: Add Owners.
When you click the Add Owner button, the Add New Owner screen appears.
Complete the screen:
The property name and address are completed by the system.
Enter the Unit Number.
Enter the owner's name and contact information.
Leave the status as Current.
Select the Type of owner.
Enter the ownership From date.
You can also indicate if this owner is a Voter, Emergency Assist or Board Member by selecting the appropriate checkbox.
Click Save.
The Unit grid has an Add Owner button in each row. When you click Save, the unit grid appears, and you can repeat the process for the next owner.
Note: Once an Owner has been added, their type cannot be edited. If needed, you can add Additional People. The Emergency Assist type is for owners who are available for on-site emergencies. These check boxes can be changed at any time by editing the owner profile.