Objective: Quickly and efficiently edit an owner's profile details within the Property Stack platform, ensuring all data remains current.
In this Article, You Will Learn:
How to find and select an owner's profile for editing.
The process of editing and saving the updated information.
Step 1: Accessing the Owner's Profile
From the Property Stack dashboard, locate the navigation bar on the left side and select the "Owners" tab.
In the Owners List, find the owner you wish to edit. You can scroll through the list or use the search bar to find the specific owner.
Step 2: Editing Owner Details
Once you've located the owner, click on the "Edit" icon, depicted as a pencil, to open the editable fields of the owner's profile.
Change the necessary details such as name, contact information, address, bank details, or payment settings.
Step 3: Saving the Changes
After you have entered all the required changes, confirm the information is correct and click the “Save” button to update the owner's profile.
Conclusion
Updating an owner's profile is a simple process that ensures your records are always accurate and up-to-date. You can come here to:
Edit or update an owners bank details
Edit or update there contact information
Edit or update there contracts or any relevant documents
And much more