Single Sign On User Guide for Owners (coming soon)

Migration Process

  1. When the owner opens their existing Dashboard link they are automatically redirected to the migration page.
  2. They will migrate using their existing email address and create a password
  3. Verification code is emailed to them.
  4. They will enter the code to complete the migration.
  5. They are then redirected to the profile selection page, where they can select their owner profile.

Multiple Email Addresses in One Owner Record

If an Owner record has multiple email addresses. They will see a message asking them to contact their Operto Teams Administrator

The Operto Teams Administrator will:
  1. Add one email address to the Owner Login Email field from Setup —> Owners; edit.

  1. Ask the owner to open their existing Dashboard link again or refresh page.
  2. The owner can then use the new login email to complete the above SSO migration and verification process.
  • Existing notification email addresses (Owner Email) do not need to be removed or changed.
  • The Owner Login Email is used only for SSO login and verification.
  • Adding an Owner Login Email will not change where the owner currently receives notifications.
  • Only one email address can be used as the Owner Login Email.

If more than one Owner needs access to the same Owner Dashboard, we suggest this option Can One Property Have More Than One Owner?