How do I edit an owner?

ForProperty managers

Who can do this

Organization admins and members with Edit Owners.

Where to find it

Owner → Edit (also Add notes, or Edit from the owner's row on a property).

Steps

  1. Select Edit. "Edit owner" opens with every step answered.
  2. Change the name, phone, tax country and US details, properties or notes.
  3. Select Save changes.

What happens next

No toast; the page shows the changes.

Limits

The email can't be changed: "An owner's email can't be changed here." The invite question isn't part of Edit; use the invite card. If an owner was created without an email, Kera can't add one afterwards. Workaround: archive that owner and add them again with the email, then re-link their properties and contract. Contact Kera support if they already have financial history.

Troubleshooting

"Couldn't save owner"; "Owner saved, but a property wasn't updated — Link or unlink that property from its page to finish the change." There's no Edit button on an archived owner.

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