Before you merge owner accounts ensure that you have double checked the accounts you intend to merge. Un-merging accounts is very difficult to do and requires Tech Support.
You will want to verify the mailing addresses and names of the accounts wishing to merge . Payment methods for each account will remain separate, these will not get merged.
Once the above information is verified for each account that is going to be affected, you can then begin the merge process by going to the Homeowner List and finding the account you wish to merge into the other.
Then press the Merge button next to that account you wish to merge and the Merge Homeowner window will display.
Next, search for the owner you wish to merge into by using the homeowner name and mailing address fields. Once the correct owner is found, press the Merge button to merge the originally selected account INTO that owner.
The accounts will then both show identical contact information and the merged properties will show on the "All properties" tab on each of the merged account ledgers.
Please note: the 'All Properties' tab on Owner Ledgers does not show any properties that do not have ledger items.
Other helpful things to know:
- All contact info will be retained from both owners, so you may end up with duplicates that need to be deleted on the contact info page.
- This can be done for owners who have properties in multiple associations. The owner will then be presented with a drop down selection in the portal to switch between properties.
- There is an available column for Home Owner ID on the homeowner list. This is the ID of the homeowner – if it is the same on two properties, those are already linked.
- Unmerging is complicated! It has to go through our development team and can be difficult to figure out how to separate activity once the owners have been merged. Attention to detail and keeping permissions to merge limited is highly recommended.