Owners

First-time workspace setup

Complete Getting Started — Recommended Setup Sequence step 4 (this tab — landlord registry before property wizard) after step 3 Users and before step 5 Payments — full tab map: Recommended setup order. Finish steps 13–15 in Listings, Bookings, and Tenants, then Onboarding a New Property — Step 7. Guided steps 4–12: Onboarding a New Property. Lockout catch-up: Getting Started. Workflow pairing after go-live: Account Settings — Setup sequence after go-live.

Finding your way in this guide

Follow Adding or editing an owner before linking properties in Listings; field reference: What you maintain here. Non-linear operator habits (Lockout catch-up, Pending manual receipt approval, Reject/revert mistaken receipts, Portfolio segmentation by tenant category, Notification row-click navigation, Payment alert to receivables triage, Confirmation alert triage, Finance debt receivables triage, Finance Income status drill-down, Cash flow forecast drill-down) have matching Related subsections below. Full pairing matrix: Owners section cross-reference · Account Settings — Tab cross-reference.

Direct access

Open Account Settings > Team > Owners at platform.vivin.app/settings/owners. It sits next to Users and roles in the settings sidebar. See Deep Links for neighbouring routes.

Pair with other Account Settings tabs

Pair owner legal records with Users (who can edit payouts and properties), Contract (owner variables in generated PDFs), and General Information (operator company identity — distinct from landlord IBANs here). Month-end owner payout reconciliation pairs with Portfolio KPI review — Step 7 and optional AI usage API (landlord_chat) when MCP catch-up followed lockout. Section-to-doc pairing: Owners section cross-reference. Hub tab matrix: Account Settings — Tab cross-reference.

The Owners tab is where you register and manage property owners. Owners are the individuals or companies that own the properties you manage. Adding owners here allows you to:

Associate properties with their correct owner
Generate owner statements and payout records
Display owner details on contracts and legal documents

Use this page to add, edit, and manage owners — including required fields (Legal Name, Email, Fiscal ID, IBAN, etc.) and how owner data flows into contracts and payouts.

How to open Owners in the app

Sign in to the management frontend and open Account Settings (gear / company entry in the user area, or go straight to /settings).
In the Account Settings left sidebar, under Team, choose Owners (same shell as Users and roles).
Use + Add Owner for a new record, or open an existing row to edit banking and identity details before they are picked on properties or payout runs.

Bookmark: platform.vivin.app/settings/owners — see Deep Links for neighbouring settings routes.

Screenshots

Account Settings — Team — Owners — settings shell with the Owners list, search, and Add Owner (full desktop layout):

Account Settings — Team — Owners tab with owner cards, search, and add control in the settings shell

Adding or editing an owner

Pair with other Owners sections

Create payout-ready owner records before Listings — Creating a New Property — the property wizard Owner dropdown only lists landlords registered here. Full pairing matrix: Owners section cross-reference.

On the Owners tab (see How to open Owners in the app above), click + Add Owner to register someone new, or use the pencil on an existing owner card to edit inline.
Complete or update the form (legal identity, contact, and banking fields as shown in your workspace)—pay special attention to IBAN and fiscal identifiers before the next payout cycle.
Save from the card footer (inline edit) or the modal footer (Add Owner). Updated values flow into new contracts, statements, and payout destinations; review open bookings if you change identifiers mid-season.

Add Owner opens a centered dialog with the fields you need before a property can reference that payee (display name, legal name, email, phone, fiscal ID, IBAN, fiscal address, and ID document type). Name, Email, and Fiscal ID are required on create:

Account Settings — Add Owner dialog with identity, contact, and banking fields

Existing owners are edited inline on their card (pencil control) rather than in this modal — the card expands with the same field groups and Cancel / Save actions in the footer:

Account Settings — owner card in inline edit mode with editable fields and Cancel / Save

Search and delete

Search — the header search box matches display name and email (case-insensitive). The owner count in the title still reflects the full list; the grid below narrows to matching cards.
Delete — the trash icon on a card opens a confirmation dialog naming that owner. Deletion is permanent — remove an owner only when no properties should reference them going forward.

Account Settings — delete owner confirmation dialog

Walkthrough: narrow the owner list with Search, open inline edit with the pencil control, Cancel without saving, then open Add Owner and close the dialog (demo does not create or delete records).

What you maintain here

Pair with other Owners sections

Owner IBAN and fiscal identifiers flow into Finance — Payouts and contract variables on Contract templates — reconcile open Finance — Contract Values before mid-season banking changes. Full pairing matrix: Owners section cross-reference.

Create — Use + Add Owner to register a new legal entity or person before they appear on properties or payout reports.
Edit — Update banking, fiscal, or contact details when they change in the real world; outdated IBANs or fiscal IDs will flow into the wrong statements until corrected.
Associate — Owners are picked from this list when you assign an Owner on a property in Listings; the link drives Payouts and owner-facing totals elsewhere in Finance.

Typical fields you should expect to complete for a usable payout-ready record (wording in the app may vary slightly by locale):

Area	Why it matters
Legal identity	Name and fiscal identifiers used on contracts and tax-related exports
Contact	Email and phone for operational correspondence
Banking (IBAN)	Destination for owner payouts from your Vivin-managed rent collection workflow
ID document type	The kind of identity document the owner signs with (Passport, ID Card…). Optional; fills `{OwnerIdDocumentType}` on contract templates

Those fields are reused wherever the product needs a stable legal payee for a property: the Owner selector in Listings (property setup), Payouts rows in Finance, and contract or export surfaces that print owner identity. Keeping Legal Name and Fiscal ID aligned with your real-world entities avoids mismatches on statements and tax artefacts.

Business Rule

An owner record must exist before you can create a property assigned to that owner. If an owner is not in this list, the Owner dropdown in the property creation wizard will not show them.

Owners section cross-reference

Use this table when one Owners topic naturally leads into another Account Settings tab, operator module, workflow, or concept — each row links to the docs you should read before or after saving landlord records.