The Owner Portal gives owners an easy way to access information about their properties. Owners can log into the portal and:

This article describes how to give owners access to the portal, how to make reports available on the portal, and what owners can see and do on the portal.

In Breeze, open the Owner screen and go to the Owner Portal tab.

Check the name and the email address (this information comes from the Owner tab).

Click the Email Login Instructions button. Breeze sends the owner an email with login instructions.

If needed, you can grant another person access. For example, an owner's accountant might need to download property reports to prepare taxes. Click the Add New button and complete the row.

When you run monthly reports for owners, you can make them available on the Owner Portal.

Select Publish to make the report appear on the Owner Portal.

If there are multiple report packets on the page, you can select the ones you want to publish and click the Publish Selected button.

You can upload documents from your computer or device and publish them on the owner portal.

Open the Owner screen and go to the Owner Portal tab.

In the lower half of the screen, you can browse files on your computer, or you can drag and drop files. As soon as you select a file, Breeze uploads it.

To make the document available on the portal, select the Is Published check box and click Save.

The Owner Portal tab shows the documents saved on the portal. With the Is Published check box, you can make a document available to portal users or remove it from their view.

You can also download documents or delete them by clicking the icons on the right.