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Property & Compliance Management

Open Property Owners

Review owner records within the current access scope.

Reviewed 27 October 2026Merged module 2.1.3
Where to goProperties Management → Property Operations → Property Owners

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. Review owner records within the current access scope.
  3. The owner table can be scoped by company_id.
  4. The owner/customer and property relationship are correct; unrelated links remain unchanged.

Fields, rules and limits

  • The owner table can be scoped by company_id.

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 owner table can be scoped by company_id.

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.