This article explains how to invite, archive, or delete multiple owners at once from the Owners page.
When to Use This
Use these bulk actions when you need to:
Invite owners who haven’t been invited yet
Re-invite owners with expired invitations
Archive (deactivate) active owners
Permanently remove owners who should no longer exist in the system
Navigate to the Owners Page
Use the main navigation to open the Owners page.
Review the owner list, where you may see different statuses:
Not invited
Active
Invitation expired
Archive (Deactivate) Owners in Bulk
Select one or more active owners.
Click Archive.
Click Yes to confirm.
Archived owners will no longer have access, but their historical data is retained.
Invite or Re-Invite Owners in Bulk
Select owners who are:
Not invited, or
Have expired invitations
Click Invite (or Re-invite, depending on status).
A new invitation email will be sent to the selected owners.
Delete Owners in Bulk
Select the owners you want to remove completely.
Click Delete.
Click Yes to confirm.
Deleted owners are permanently removed from the system.
Important Notes
Bulk actions apply only to the owners you have selected.
Archiving is recommended if you want to preserve historical records.
Deleting an owner is permanent and cannot be undone.