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Property & Compliance Management

Remove a property-client link

Delete only the relationship record, not the underlying property/customer.

Reviewed 27 October 2026Merged module 2.1.3
Where to goAdmin Area → Customers → open customer → Linked Properties → Remove Link

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. Delete only the relationship record, not the underlying property/customer.
  3. Check portal visibility before removing the link.
  4. Apply the task-specific change and reopen the property/customer relationship.

Fields, rules and limits

  • Check portal visibility before removing the link.

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?

Check portal visibility before removing the link.

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.