This article explains how to add an owner, or an additional owner, to a property. Every property requires at least one owner, though you can certainly have more if needed. You can add an owner to a property when you first create a new parcel, or you can add one by editing an existing parcel. No matter which method you choose, the steps for adding an owner are exactly the same.
Add a New Owner to a Parcel
Sign in to your site
Go to Asset Management, expand Property Management, and select Search:
Search for the parcel you want to add an owner to:
In the search results, locate the property and click on the Edit Record icon under Actions:
Scroll down to the Owner and Contact Information section. Then click on the Add Primary Owner button:
This brings up the Add Contact form:
In the Contact Name field, you will have two options:
You can begin typing a name. The system will present existing contacts that match what you are typing. You may select one:
If the contact you want is not there, type their full name into the Contact Name field. Then, choose Create "name you entered" from the to add a new contact:
You can use this new contact for other records later:
Note:
If there is already a primary owner, and you wish to add another one, click Add Additional Owner. Follow these same steps to add the next owner:
If you are creating a new contact, the Primary Number and Primary Email fields are required. All others are optional. Contact Type is required, and is filled in automatically:
Contact Name: Add the contact name for the primary contact
Contact Type: When you add a new primary contact, the Contact Type is automatically set to Owner
Billing Type: The dropdown menu lets you choose how to bill the main contact. You can pick Primary, Secondary, or None
Primary Number: Enter the primary phone number
Add Additional Phone: This option allows you to add additional phone numbers to the record
Primary Email: Enter the primary email address
Add Additional Email: This option allows you to add additional email addresses to the record
Title: Add any applicable titles, such as property manager, trustee, director, or agent
Address: Add an additional address, if applicable
Notes: Add any notes, if needed
Note:
If you are editing a contact, the same fields are required. You may edit any field. Just know that if you change the contact, it will affect all other records where that contact is listed.
Click the Save Contact button:
