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How To Add, Edit, or Delete Groups (Ownership Groups, Property Managements, or Portfolios)
How To Add, Edit, or Delete Groups (Ownership Groups, Property Managements, or Portfolios)

In this document we go over how to add, edit, or delete, Ownership Groups, Property Management Companies, or Portfolios.

Jason Breault avatar
Written by Jason Breault
Updated over 7 months ago

Adding New Groups

Step 1: Navigate to 'Properties' -> 'Groups' and Click On The Tab Of The Group You Would Like To Add To ("Ownership Group", "Property Management", or "Portfolio").

In this example we will use portfolio, but the steps are the same for the other two groups.

Step 2: Click On The Blue "New" Button In The Top Right.

In this case it says 'New Portfolio', but the text should match whichever group you are in (ex "New Ownership Group" or "New Property Management")

Step 3: In The Modal That Pops Up, Name Your Group.

Again, in our case we're adding a "Portfolio", but it's the same process for 'Ownership Groups" and "Property Management" Groups. Just enter the name you would like in the text input. For our example, we're creating a portfolio named "BRRRR Properties".

After that, click the blue 'Create' Button, and your new group will be added to the appropriate list.

Editing Groups

Step 1: Navigate to 'Properties' -> 'Groups' and Click On The Tab Of The Group You Would Like To Add To ("Ownership Group", "Property Management", or "Portfolio").

Step 2: Click On The Group You Want To Edit To Enter The Details Page.

In our example we want to rename BRRRR Properties, so we'll click on it. This will bring us to the BRRRR Properties detail page.

Step 3: From Here We'll Click On The Three Dot Icon In The Top Right, And Select 'Edit'.

This will open the edit modal where we can adjust and details we'd like about out group.

Step 4: Edit Your Group's Information.

Since we're editing a portfolio, all we can change is it's name. We'll change the name to "Rehab and Resell". Then Click 'Save Changes' and any changes you've made will be applied.

Deleting Groups

Step 1: Navigate to 'Properties' -> 'Groups' and Click On The Tab Of The Group You Would Like To Delete ("Ownership Group", "Property Management", or "Portfolio").

Step 2: Click On the 3 Dot Icon For The Portfolio You Want To Delete & Click 'Delete'

Step 3: Click The Red 'Delete' Button On The Confirmation Modal

Your portfolio has now been deleted.

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