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Adding Companies and Owners

Learn how to add a new tenant company, configure financial accounts, assign owners with specific roles and permissions.

Written by Dylan Telson

Before you start, make sure the company’s operating account already exists. If it is not available, go to Accounting > Accounts to add it first.

  1. Select Properties from the main navigation.

  2. Open the Companies section to view company and tenant company information.

  3. Click the menu button to open the available company management options.

  4. Select New to add a new company.

  5. Enter the company details in the required fields.

  6. Complete the financial details. Choose the operating account this company will use.

  7. Click Add Owner to assign an owner to the company.

  8. Enter the owner’s information.

  9. Enable Allow online access if the owner should have portal access.

  1. Click Save Owner to add the owner to the company.

  2. Click Save Company to finish creating the company.

  3. Return to Companies to manage and review company entities and partnerships.

Once saved, the tenant company is available from the Companies area, where you can view or manage its details, owners, permissions, and related account information.

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