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The owner portal (Eigentümerportal) gives owners insight into the key figures and documents of their client entity (Mandant) without you having to send reports manually. This page shows what owners see, how you invite them and how quote approvals work.

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What owners see

Owners only see data belonging to their own Mandant. In mory, the Mandant follows automatically from the owners of a property; visibility in the portal follows this assignment.

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Inviting owners

The invitation works the same way as for the tenant portal and is located on the person page directly below the tenant portal invitation.
1

Open the person

Go to Bewirtschaftung › Personen (Management › People) and open the owner. The person must be linked to a property as an owner.
2

Portal section in the sidebar

In the right sidebar, switch to the Portal section. Below the tenant portal invitation you find the invitation to the owner portal.
3

Send the invitation and check the status

Trigger the invitation. The owner portal status column in the Personen list changes to Eingeladen (Invited) and, after the first sign-in, to Aktiv (Active).
If the owner is a company, invite the contact person recorded for the company (Unternehmen).

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Sharing documents

You share documents for the owner portal individually in the document database. Sharing for tenants and owners is separate: a document can be visible to both or to one side only. See Sharing documents with tenants or owners for instructions.

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Approvals in the damage workflow

If an order exceeds the approval limit (Kompetenzsumme) of the property, mory requests the owner’s approval in the damage workflow. This approval runs by email: the owner receives a message with a link and can approve or decline the quote with one click. The response appears in the task’s Aktivitäten (Activities).
Check the Kompetenzsumme and the delegation limit in the property’s sidebar so that approvals are only requested where they are needed.