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
- Select Edit. "Edit owner" opens with every step answered.
- Change the name, phone, tax country and US details, properties or notes.
- 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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