Delete a property owner

Remove an owner only after reassigning properties and preserving evidence.

Before you start

Property-owner permissions govern owner records. Customer tabs also require the appropriate customer and payout authority.

Follow these steps

1. Find the existing owner or CRM customer by identity and contact details.
2. Remove an owner only after reassigning properties and preserving evidence.
3. The controller validates ID and permission; linked properties/financial records require review.
4. Apply the task-specific change and reopen the property/customer relationship.

Fields, rules and limits

• The controller validates ID and permission; linked properties/financial records require review.

Check it worked

The owner/customer and property relationship are correct; unrelated links remain unchanged.

If something does not look right

If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.

Questions and answers

What should I verify for this task?

The controller validates ID and permission; linked properties/financial records require review.

Why is the record or action unavailable?

Property-owner permissions govern owner records. Customer tabs also require the appropriate customer and payout authority. Check the current company and record relationship before requesting additional access.

Useful next steps

• Change a property owner status
• Check whether a property owner already exists
• Edit a property owner
• Find the current module menus
• Browse all merged module guides