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.

Step 2: Click “Assign landlord”

In the property record, click Assign landlord.

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.

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:
3. • Full name
   • Email
   • Phone number
3. Click Create, then Save to assign them to the building.

Updated on: 12/11/2026