Roll out & Owner Access
Automatic invites and communication.
Rohan
Last Update 6 bulan yang lalu
Add the Owner portal to your account
Contact Inosio support or schedule a 1:1 meeting from the top of this page to easily add owner portal functionality to your account.
An implementation call is required, but it can be completed in ~1 hour. During that call we'll configure your software, the integration, and discuss the configuration options that are available to you.
Sending out invites to Owners
In the Owner portal configuration section you can find find the "Go Live date" setting.
This setting will control when the invitations to owners will be sent for the first time. As part of the standard automation the invites will be sent for another 2 months (3 total times) on that day of the month.
It is best to set this date for the day after your owner statements are generated and sent to Inosio.
Prior to Inosio sending invites be sure you have communicated with your owners announcing the new portal and its role in your owner:property manager relationship.