How do I archive, restore or delete an owner?

ForLandlordsProperty managers

Who can do this

Archive and restore: Edit Owners. Delete: roles with Delete Owners (Organization admins by default).

Where to find it

Owner → Actions → Delete (or Archive).

Steps

  1. Select Delete (or Archive), wait for the check, and choose Archive or Delete.
  2. To restore, open the owner from the Archived view and select Restore (or Undo on the toast).

What happens next

Archive: "Archived <name>"; Edit, the invite card, the bank card and the setup rows are hidden, and the owner moves to the Archived view. Delete: "Deleted <name>" and you return to Owners.

Troubleshooting

  • "This owner has an active management contract. End the contract first." blocks both archive and delete.
  • "This owner has statements, disbursements, contracts or ledger entries linked to them. Archive instead if you want to keep the history." blocks delete only.
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