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# Assigning owners in Plexflow

## Assigning owners in Plexflow

In Plexflow, it is important to **assign an owner properly** to each building.
A **subaccount** does not always represent an owner: it is often used to group several buildings in the same **portfolio** (e.g. the same company, the same bank account, or the same region).

### Why does this matter?

Assigning the right owner is essential for:

📨 **Renewal notices** — the right owner’s name and contact details must appear on the documents.
🧾 **Relevé 31** (Quebec’s RL-31 slips) — tax information must be accurate for each building.
📄 **Entering leases** — the assigned owner is automatically used in the lease and on the official documents sent to the tenant.

Without an assigned owner, these documents can contain errors or be incomplete.

### Steps to assign an owner

### Step 1: Open the building record

From the **Properties** menu, click the address of the building you want to change.

![Properties list to open the building record](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-1_1bkwh0i.png)

### Step 2: Click “Assign landlord”

In the property record, click **Assign landlord**.

![Property record with the Assign landlord button](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-2_ee6di7.png)

### Step 3A: Check whether the owner already exists

A window opens showing the list of owners linked to the building.

- If the right owner is visible, select them, then click **Save**.
- Otherwise, go to step 3B.

![Window listing owners linked to the building](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-3_199lagu.png)

### Step 3B: Show all users

Click **Show all** to see all owners available in the account.

### Add a new owner

If the owner does not exist yet:

1. Click **Add +**.
2. Fill in the required fields:
   - **Full name**
   - **Email**
   - **Phone number**
3. Click **Create**, then **Save** to assign them to the building.

![Show all and Add a new owner](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-3b_10p8mra.png)

![Form to add a new owner](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-3b2_i2oba4.png)

![Owner assigned to the building](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-4_1x7sndy.png)