Setting Up the Owner Portal
The owner portal gives property owners self-service access to their properties' calendar, bookings, financials, and documents. There is nothing to switch on: the portal is ready as soon as you invite the first member.
Before You Start
- Create the owner entity in Owners (see Owner Management).
- Link the entity to its properties from each property's Property tab, under Managed by.
- Add the people who need access as members of the entity, each with an email address.
Inviting Members
Owners are organized into entities: the person or company that owns one or more properties. Each entity has one or more members, the people who get portal access. Invitations are sent per member.
- Open Owners and click the owner entity.
- Scroll to the Members card.
- On the member's row, click the Send invite icon (the paper plane). It is disabled until the member has an email address.
- Confirm. The member gets an email with a sign-in link and a 6-digit code.
The Portal access column shows whether a member has a portal account (Portal access) or not (No portal access). Invitation links stay valid for 48 hours.
Sending a new invitation
The Send invite icon shows only for members without portal access. If a member's link expired before they used it:
- Click the Revoke access icon on their row and confirm.
- Click Send invite again. A new link replaces the old one.
Revoking access
To stop a member from signing in to the portal:
- Open the entity page.
- Find the member's row.
- Click the Revoke access icon and confirm.
Revoking unlinks the member from their user account but keeps their name and email on the membership, so the entity record stays intact. To restore access, click Send invite again.
What Owners Can See
| Section | What it shows | Controlled by |
|---|---|---|
| Dashboard | Upcoming stays, occupancy, and payout tiles | Payout tiles need View financials |
| Properties | Property details, calendar, and bookings per villa | Always shown |
| Calendar | Bookings and blocks across their properties | Always shown |
| Bookings | Booking list and details | Guest contact details need View guest details; amounts need View financials |
| Financials | Payout and revenue reports | View financials |
| Documents | Files you share with the entity | Financial documents need View financials |
Configuring per-member visibility
Permissions are set in the member form. Click the edit icon on the member's row and use the Permissions checkboxes:
- View financials: payout tiles, the Financials page, booking amounts, and financial documents in Documents.
- View bookings: booking information.
- Create blocks: lets the member add owner blocks from a property page.
- View guest details: guest names and contact details on bookings.
- Manage entity: marks the member as able to manage the entity.
The same form has Notifications checkboxes for booking, cancellation, payout, statement, and message notifications. The member row's Permissions column summarizes what is on.
Changes take effect the next time the owner loads a page. Create blocks and View guest details start off for new members, so turn them on deliberately.
Because permissions are per member and per entity, the same person can have full access on one entity and limited access on another.
Branding
The owner portal uses your company branding. Your logo replaces the Argonautas mark in the portal sidebar, and your brand color is applied to buttons and accents. Set both under Settings › Company (see Settings).
Troubleshooting Access Issues
| Issue | Solution |
|---|---|
| Owner did not receive the invitation | Check their spam folder and the member's email address, then send a new invitation. |
| Invitation link expired | Links last 48 hours. Revoke access and send the invitation again. |
| Owner can't see their property | Check that the property's Owner is set to their entity. |
| Owner sees no payout or amounts | Turn on View financials for the member. |
| Owner payout looks wrong | Check the property's Management Commission % and the member's Ownership %. |
Common Questions
Can owners block dates on their own property? Yes, if the member has Create blocks. They click Add Block on the property page. The block shows on the portal calendar.
Can I disable portal access for one owner? Yes. Open the entity page and click Revoke access on the member's row. They can't sign in after that. Invite them again later if needed.
One entity has two members. Can they have different permissions? Yes. Permissions are set per member, per entity. One member can have View financials while the other doesn't.
Do owners get automatic notifications? Owners can turn New Booking Notifications on or off in their Account Settings.
Related
- Owner Management: adding and managing owners.
- Owner Portal Guide: what the portal looks like for owners.
- Owner Financials: payout and revenue in the portal.