VRPlatform

This course prepares VRTrust for real-world ownership structures and owner-facing reporting.

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- How ownership is structured
- How owners see their financials
- How communication is automated

Lesson 1: Adding Owners 👉 Owner records and contact setup

Lesson 2: Adding Listings &amp; Ownership 👉 Ownership splits and edge cases

Lesson 3: Email Templates 👉 Statement notifications and messaging

Lesson 4: Owner Portal Configuration 👉 What owners can see and access

Lesson 5: Owner Statement Templates 👉 Branding, layout, and clarity

Lesson 6: Inviting Owners 👉 When and how to give access

➡️ Next Course: <a href="https://support.vrplatform.app/en/articles/13393764-course-5-go-live-opening-balances">Go-Live &amp; Opening Balances</a>

Course 4: Owners, Listings & Communication (VRTrust)

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Course 4: Owners, Listings & Communication (VRTrust)

What You’ll Learn

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