Manage owner access

Manage owner access lets verified association owners open eligible protected Owner Records; it is separate from Portfolio staff access.

Owner Records access is designed for verified association owners. A Portfolio employee may manage that association without being an Owner, and an Owner does not inherit management controls. In Manage owner access, an administrator can review requests, rotate a sign-up code, and remove access under the existing rules. Codes are shown only when generated; the current code cannot be retrieved later. Enabling automatic code approval changes how verified owners are admitted, so read the setting carefully before acknowledging it.

Steps

  1. Open Manage owner access in the Association Workspace.
  2. Review pending registration requests and approve or decline them according to your association process.
  3. Generate a sign-up code only when needed and share it through a trusted channel.
  4. Record the code when shown; it cannot be displayed again.
  5. Rotate a code if it may have been exposed, and remove access when appropriate.

Good to know

  • Automatic approval settings require careful review.
  • A Portfolio assignment never creates an Owner membership.
  • Only published, ready records are available to authorized owners.

Related

Still stuck? Contact support.