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    Add an Owner to an Area

    Adding an Owner to an Area not previously owned in RMS.


    Steps Required

    Have your System Administrator complete the following.

    1. Go to Setup > Category/Area in RMS.
    2. Select a Category and choose 'Edit'.
    3. Navigate to the 'Area' tab.
    4. Select an Area and choose 'Edit'.
    5. Navigate to the 'Owner Accounting' tab.
    6. Select the 'Owners' tab.
    7. Select 'Add'.
    8. Enter the Owner Contract Dates and Owner Stays.
    9. Select 'Primary' to add the first Owner.
    10. Select the required Owner and choose 'Apply'.
    11. Save/Exit.

    Info

    If banking details are being added to the Owner Profile after creating the Owner Contract, the contract will need to be updated to include the new banking details.

    Visual Guide

    Go to Setup > Category/Area in RMS.

    Select a Category and choose 'Edit'.

    Navigate to the 'Area' tab.

    Select an Area and choose 'Edit'.

    Navigate to the 'Owner Accounting' tab.

    Select the 'Owners' tab.

    Select 'Add'.

    Enter the Owner Contract Dates and Owner Stays.

    Select 'Primary' to add the first Owner.

    Select the required Owner and choose 'Apply'.

    Select 'Save/Exit' to store the changes made in RMS.

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