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Preview the owner portal

Updated over a week ago

VRTrust allows property managers to preview the Owner Portal exactly as owners see it. This is helpful for reviewing statements, confirming settings, and answering owner questions with confidence.

Before You Start

  • The owner must be invited to the Owner Portal.

  • The owner must have accepted their invitation before the portal can be previewed.

If the owner has not accepted their invite yet, the preview option will not be available.


How to Preview the Owner Portal

  1. Navigate to the Owners page in VRTrust.

  2. Select the owner you want to view.

  3. Click the ellipsis (β‹―) menu next to the owner.

  4. Select Owner Portal.

This opens a preview of the portal as it appears to the owner.


What You Can View in the Owner Portal Preview

From the preview, you can see exactly what the owner has access to, including:

Owner Statements

  • All available owner statements

  • Statement summaries for selected periods

Calendar (if enabled)

  • A calendar view showing reservations and availability

  • Calendar access depends on your Owner Portal settings

Reservations (if enabled)

  • Reservation details synced from the property management system

Files

  • Files uploaded by you (the property manager)

  • Files uploaded by the owner


Managing Owner Portal Access

What owners can see in the portal depends on your Owner Portal settings.

To learn how to configure these settings, refer to our help article on Managing Owner Portal Settings.


Why Use the Owner Portal Preview?

Previewing the Owner Portal helps you:

  • Verify what information owners can access

  • Troubleshoot owner questions quickly

  • Ensure statements, calendars, and files appear as expected

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