Portfolio owner

For portfolio owners

You hold the units: the service charges, the developer instalments and the void periods are yours, and you are the person who finds out last when a cheque does not clear. The owner's account is the one that sees all of it on one surface.

01

Your first day

The three screens this account opens on, captured from the product.

Portfolio value, yearly income, unit count and occupancy, on the screen the account opens on.
Portfolio value, yearly income, unit count and occupancy, on the screen the account opens on.
The project, building and unit tree beside a portfolio map — every unit reachable in two clicks.
The project, building and unit tree beside a portfolio map — every unit reachable in two clicks.
Cash flow, cash reserves and the payments due across every contract you hold.
Cash flow, cash reserves and the payments due across every contract you hold.
02

What you can and cannot do

You can

  • See every project, building and unit on the account, with occupancy and net ROI per building.
  • Read the cheque schedule on any contract and move a cheque from pending to deposited to cleared.
  • Record utility bills and service charge periods, settle them, and delete one when it was entered in error.
  • Record a sale with its fees and read the profit and loss across the whole holding period.
  • Invite managers and scope each of them to the buildings they actually run.
  • Configure contract addendum clauses, email templates and their trigger events.
  • Add co-owners, each with their own access scope over entities or properties.
  • Turn on two-factor authentication for the account.

You cannot

  • Register an Ejari contract from inside the product — registration stays with the authority; the number and the certificate are stored here.
  • Collect rent through the product. There is no payment rail; cheques are banked at your bank and recorded here.
  • Issue API keys. Those are held by the platform's super-admin, with scopes, limits and expiry dates.
  • See another owner's portfolio. Row-level security in Postgres scopes the account to its own records.
03

Workflows you will use

04

Questions

Add them as a co-owner with an access scope over the entities or properties they work on. The scope is part of the account, not a filtered screen.

The others

The same record, seen from elsewhere

One unit, one record, and three accounts looking at it. What each of them can reach is decided in the database rather than by which screen they were sent to.