Trial Demo
OwnerRez
Core Concepts » Team Access
Updated 3 days ago

Portal Experience

Depending on the individual Portal Member Permissions, owners (must have the PM (Property Management) premium feature enabled), cleaners, maintenance staff, etc., can view availability calendars and perform actions like blocking off time or viewing owner statements. Each Portal User gets a separate login, and you can configure access to one or more properties or owners. But what is the experience of the Team Access Portal user?

Portal User

Let's look at Lynn Jones, a cleaner for Fancy Rentals. Her Team Access Portal permissions include all Fancy Rentals properties that she cleans, and she can view the Calendar and Blocked-off time, but no Financials, as she has no use for that information. She is not an owner, so the Owner options aren't available.But what is the experience of the Team Access Portal user? Let's look at Lynn Jones, a cleaner for Fancy Rentals. Her Team Access Portal permissions include all Fancy Rentals properties that she cleans, and she can view the Calendar and Blocked-off time, but no Financials, as she has no use for that information. She is not an owner, so the Owner options aren't available.

This is Lynn Jones's portal experience. She is a cleaner for Fancy Rentals and can see all three properties on the calendar. When hovered over, individual information for each booking, including the booking dates, number of nights, and guest party numbers—in this case, 2 adults, 2 children, and 1 pet—is available.This is Lynn Jones's portal experience. She is a cleaner for Fancy Rentals. She can see all three Fancy Rentals properties on the calendar. Individual booking information, including the booking dates, number of nights, and guest party numbers—in this case, 2 adults, 2 children, and 1 pet—is available when hovered over.

When Lynn clicks on an individual booking, individual information for each booking, including the booking dates, number of nights, and guest party numbers—in this case, 2 adults, 2 children, and 1 pet—is available, along with an upcoming booking. If Lynn wants information on that upcoming booking, she'll have to go back to the calendar to open it. But for now, this view shows that Sunday, March 9th has a quick changeover between two different bookings.When Lynn clicks on an individual booking, individual information for each booking, including the booking dates, number of nights, and guest party numbers—in this case, 2 adults, 2 children, and 1 pet—is available, along with an upcoming booking. If Lynn wants information on that upcoming booking, she'll have to go back to the calendar to open it. But for now, this view shows that Sunday, March 9th has a quick changeover between two different bookings.

Lynn Jones, the Fancy Rentals cleaner, can also make changes to her Profile, Preferences, and Change her Password from her Account menu.Lynn Jones, the Fancy Rentals cleaner, can also make changes to her Profile, Preferences, and Change her Password from her Account menu.

Owner

Users must have the PM (Property Management) premium feature enabled to grant their owners access to an owner portal. 

Mary from Mary Jones Investments, Inc., owns Beach Barn. Her Team Access Portal permissions include only her property, Beach Barn. She can view the Calendar and the Source/Listing Site (e.g., Airbnb, Direct, Vrbo, etc.) and add, move, or cancel Blocked-off time. She can view tags and notes, but not individual booking Financials. Since Mary is an owner, we have granted access to view both Statements and the Dashboard.Mary from Mary Jones Investments, Inc., owns Beach Barn. Her Team Access Portal permissions include only her property, Beach Barn. She can view the Calendar and the Source/Listing Site (e.g., Airbnb, Direct, Vrbo, etc.) and add, move, or cancel Blocked-off time. She can view tags and notes but not individual booking Financials. Since Mary is an owner, we have granted access to view both Statements and the Dashboard.

When the Calendar is selected from the left navigation menu, the booking calendar is displayed. When each booking is hovered over, individual information for that booking, including the booking dates, number of nights, and guest party numbers—in this case, 2 adults, 2 children, and 1 pet—is available.When the Calendar is selected from the left navigation menu, the booking calendar is displayed. When each booking is hovered over, individual information for that booking, including the booking dates, number of nights, and guest party numbers—in this case, 2 adults, 2 children, and 1 pet—is available.

If Owner Statements are generated in OwnerRez, owners can access them by clicking on Statements in the left navigation menu.If Owner Statements are generated in OwnerRez, Mary can access them by clicking on Statements in the left navigation menu.

Owners can view Owner Statements by clicking on them.Mary, the owner of Beach Barn, will be able to view Owner Statements by clicking on them.

On the Owner Dashboard, owners can filter by Amount (Revenue, Projected Revenue, and Payouts), Months to Show (3-36 months), Booked as of (Any time or Year to date 🎉), and Grouped by (Any part of stay (prorated), By arrival date, By departure date, By booked date). Additionally, owners can view individual property information by hovering over months in the Revenue and Occupancy sections. To reduce confusion, payout information is automatically retrieved directly from owner statements.On the Owner Dashboard, owners can filter by Amount (Revenue, Projected Revenue, and Payouts), Months to Show (3-36 months), Booked as of (Any time or Year to date 🎉), and Grouped by (Any part of stay (prorated), By arrival date, By departure date, By booked date). Additionally, owners can view individual property information by hovering over months in the Revenue and Occupancy sections. To reduce confusion, payout information is automatically retrieved directly from owner statements.

Owners can also make changes to their Profile, Preferences, and Change her Password from their Account menu.Mary, the owner of Beach Barn, can also make changes to her Profile, Preferences, and Change her Password from her Account menu.