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Unit owner access (apartments)

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WhyHand the apartment over to a managing company yet keep the owner’s view to “my unit only”: their own bookings, their own maintenance block.
WhoApartment networks with external owners.
What you’ll getAn owner login scoped by category — and a clear picture of what they see and what stays hidden.
LimitationsAn apartment unit is stored in the system as a room category; there is no separate “owner portal”: the owner works in the same PMS interface, narrowed by their rights and scope.

An apartment handed over to a managing company is run in the manager’s account, while the owner gets a login of their own — with a view of their unit and nothing else in the building. The mechanics are the same as for staff: a user under “Access (RBAC)” plus a scope that narrows visibility. This article covers how the model works, how to set the access up, and where the visibility line runs.

The system stores an apartment unit as a room category — the same entity as any category in a hotel. That is why “open only this owner’s apartment to them” is a category-visibility setting: the owner gets a user account with the “Selected categories only” scope, and a single category stays on the list — their unit.

The division of labor is this: rights come from the access group, while the scope only narrows visibility inside the “Rooms” module. There is no separate screen “for owners” — the owner signs into the same interface the managing team uses.

  1. Open “System” → “Access (RBAC)” → the “Users” tab and press “New user”.
  2. Fill in “First name”, “Last name”, “Login” and “Password”: you set the password yourself and hand it to the owner in person; “Email” is optional. The “Property” field is the apartments under your management.
  3. In the “Access groups” field, pick “Viewer” — the narrowest of the built-in groups — or your own group with a minimal set of rights.
  4. Below, in the “Scope mode” block of the “Rooms” module, choose “Selected categories only” (instead of “All categories”) and tick the owner’s unit — the single category for their apartment.
  5. Press “Save”.

Result: the owner has their own login, and in “Rooms” they see exactly one category — their unit.

For a user who already exists, access is edited with the “Configure access” button in the list row: the same group, the same “Scope mode”.

  • Their own bookings: on the grid — the row of their unit with its bookings (within the rights of their access group).
  • They place a maintenance block themselves: the “Block” toggle in the grid dialog and the “Maintenance” reason — the same technique the team uses; the mechanics are covered in Maintenance blocks.
  • Other owners’ units: their rows appear neither in “Rooms” nor on the grid.
  • The property’s money as a whole. There is no “this owner’s unit only” cut in finances — money is narrowed only by the rights of the access group. That is why the finance module right is not given to owners: it would open the money of every unit, not just theirs.
  • Property settings: without the matching rights, the owner neither sees nor changes them.

The owner wants to see their unit’s revenue. Is there a per-unit report?

No. The bookings CSV export filters by source, not by category, and there is no per-unit report either. The manager assembles the unit’s summary by hand — from the owner’s booking list over a period.

Can one owner get two units?

Yes: tick both categories in the “Scope mode” — both apartments appear in their view.

Will the owner be able to change anything — or only look?

That depends on the access group: the scope governs visibility, not rights. “Viewer” is read-only; what to grant beyond it is your call — the set of rights can also be assembled in a custom group: Roles and permissions: how access works.