Add an owner

What this is

An owner (also called a landlord) is the person or company that owns a property you manage. Owners are how TenantLedger groups properties for reporting: when you link a property to an owner, that property’s income and expenses roll up onto the owner’s statements, and the owner can be given a secure Owner Portal login to view their portfolio.

When to use it: Add an owner before (or while) you add their first property — the property form requires you to choose an owner. Add a separate owner record for each individual or company whose books you keep separately.

Before you start

• None. You can add an owner at any time.

Steps

1. In the left sidebar, click Owners.
2. Click the + Owner button at the top of the list. (You can also use Shortcuts > Add Owner in the sidebar.)
3. Fill in the owner’s details:
   • First Name (required) and Last Name (required) — the owner’s name. For a company owner, you can put the company name in the First Name field.
   • Phone — a contact number for the owner.
   • Email — the owner’s email address. Add this if you plan to give them Owner Portal access later; the portal uses it as their login and to send the invitation.
   • Address, Country / State / City, and Zip Code — the location dropdowns cascade, so pick the country first, then state, then city.
   • Status (required) — Active for current owners, or Inactive to keep an owner on record without showing them as current.
4. Click Save.

What you’ll see

After saving, you land on the owner’s Summary page with a confirmation that the owner was added. The owner now appears in your Owners list and in the Owner dropdown when you create or edit a property.

Tips

• Add an email address now if you’ll want to give the owner Owner Portal access later — it’s required for the login invitation. See Enable Owner Portal access for an owner.
• You can also add an owner on the fly while adding a property, using the + icon next to the Owner dropdown. See Add a property.
• Link the owner to their properties so their income and expenses roll up correctly on owner reports.

Related articles

• Edit an owner
• Delete an owner
• Enable Owner Portal access for an owner
• Add a property