Owner issue

Michael J
yesterday
Joined Jul, 2023 10 posts

I have mistakenly added 2 users for the same owner.  One "owns" the property.  Is there a way to merge them?  I tried to delete the user that is not the "owner", but the system only allowed it to be disabled.  I received this message...

"This owner is actively in use for bookings, expenses, statements or disabled properties. This owner has been disabled instead."

 

This is a new property, so there are no bookings yet.  I looked in expenses and statements and I didn't find anything tied to this user.  

Where can I look?

Thanks

Caleb M
yesterday
OR Team Member Joined Mar, 2022 173 posts

Hi Michael,

Generally we recommend disabling over deleting for a variety of reasons. Most notably in case the data needs to be reviewed in the future, disabling it would allow it to be both reviewed and re-activated.

to disable it, navigate via PM > Owners, select the checkbox next to the owner in question and select disable.

Once this is done the system should hide that owner from the default view and for all intents and purposes it will behave the same way as if it were deleted.

~Caleb

Michael J
yesterday
Joined Jul, 2023 10 posts

Yea, I already disabled it.  That is where I got the message.

I'm good with disabling it if that is the only way.  This is a brand new setup, so I was hoping to get rid of the mistake.