Give Access to the Zeevou Owner Portal

Do you need this?
 Yes, if you are managing properties for owner(s)
No, if you manage your own properties.  → Skip - Book a verification call to go Live.

In order to create an Owner Contract for a Listing, you need to create an owner profile for the property and have a Management Package.

Step 1: Create an Owner Profile

You must create an Owner Profile before you can manage owner access and properties. Follow the steps below.

How to Create an Owner

1. Go to Owners Dashboard.

2. Click Create an Owner at the top right.

3. A side panel will open.

4. Enter the Owner’s Name and Email Address.

Note: Each email address can only have one Zeevou account per organisation. You can’t invite a user who already belongs to another organisation.

How to Assign Properties or Units

Choose the correct option based on the owner’s setup:

• Owner with one property

  • Select the first option.

  • Choose the property.

  • Select the related units from the dropdown.

• Owner with multiple properties

  • Select the second option.

  • Choose the units from the dropdown list.

If you need to select units across multiple listings:

1. Click the Units image inside the box.

2. A drawer will open.

3. Select the required units.

4. Click Select to confirm.

How to Create a Zeevou Account for the Owner

1. Tick Create Zeevou Account for Owner if the owner needs login access.

2. Open the Access Type dropdown.

3. Select the correct access level.

4. Click Create to finish.

The Owner Profile is now ready.

View and Manage Owners

You can view and manage all owners from the Owners Dashboard. Use the three dots next to each owner to access key actions.

How Do I View or Delete an Owner?

1. Go to Owners Dashboard.

2. Find the owner in the list.

3. Click the three dots next to their name.

4. Select View or Delete.

How Do I Manage an Owner’s Account?

1. Open the Owner’s page.

2. Click the Manage Owner Account dropdown arrow.

3. Choose one of the following options:

• Add Custom Payment Gateway

• Reset Password Settings

• Deactivate Account

• Add a Contract

• Delete Profile

Step 2: Create a Management Package

You need a Management Package to define how you share income with an owner.
If the property is rented or owned by you, skip this step and go to Create a Contract.

Where Do I Create a Management Package?

1. Go to Owners in the main menu.

2. Click Management Packages.

3. Click Create a New Management Package.

How Do I Set Commission Rules?

You can add a percentage and/or a fixed monthly fee.

1. Choose Percentage Commission per Booking from the dropdown.

2. Select what the percentage applies to:

   • Accommodation

   • Channel Total

   • Total Price

   • Total Sale

3. (Optional) Add a Fixed Commission per Month.

If you need more control:

• Turn on the Advanced toggle.

• Set your own custom formula.

How Do I Set Profit and Expense Distribution?

By default:

• All profit from Fees, Upsells, and Penalties

• And their related Expenses

• Go to the Owner

If you want to change this:

1. Click Add an Exception.

2. Select the expense from the dropdown.

3. Choose Host or Owner.

4. Enter the percentage.

5. Click Save.

How Do I Finalise the Package?

1. Enter a Package Title.

2. Click Create.

The new package will appear in your list. You can reuse it for other contracts.

Can I Edit or Delete a Management Package?

1. Go to the Management Packages dashboard.

2. Click the three dots next to a package.

3. Select View or Delete.

Note:

• If a package is already linked to a contract, you can’t delete it.

Step 3: Create a Contract

You must create a Contract to link an owner to units and define financial terms.

How Do I Create a Contract?

1. Go to Contracts from the main menu.

2. Click Create a New Contract.

3. Select the Contract Type from the dropdown:

   • Management

   • Rent

4. Click Proceed.

Step 1: Select Owner and Dates

1. Select the Owner from the dropdown.

2. Choose the Start Date and End Date using the calendar icon.

3. Click Proceed.

Important: You cannot change the owner or contract dates after creation.

Step 2: Configure Contract Details

A side panel will open. You must:

1. Select at least one unit.

2. Choose an Income Xero Tax.

3. Choose an Expense Xero Tax.

(Optional)

• Enter the Monthly Rent (for rent contracts).

• Edit Profit and Expense Distribution if needed.

Click Create to finalise.

The Xero fields only appear if your account is connected to Xero.

What Can I View After Creating the Contract?

Once created, the contract page includes five sections:

• General Info

• Distributions

• Financial Settings

• MPRs

• MPR Recalculation Queue

How Do I Edit General Information?

On the General Info card:

• Click the pencil icon to edit items.

• Click Add More Details to add a title or description.

Important: Distribution Changes

On the Distributions card:

• Some changes will recalculate the MPR.

• This may significantly affect financial reports.

• Only edit these settings when necessary.

How Do I Use the Owner’s Bank Details on Invoices?

1. Go to the Financial Settings card.

2. Turn on Use Owner bank account info on related invoices.

3. Enter the Owner’s bank details first.

These details will:

• Appear on related invoices

• Be saved in the Owner Profile

How Do I Extend or Shorten a Contract?

To Extend a Contract

1. Open the contract.

2. Click Extend Contract.

3. Enter the new End Date.

4. Click Extend.

To Shorten a Contract

1. Open the contract.

2. Click the More arrow.

3. Select Shorten Duration.

4. Choose a new End Date using the calendar.

5. Click Shorten.

OWNER ROLES

Owner roles are passive investor/stakeholder accounts with view-only access and no operational control.

Blaze Owner Tiers

Owner: Finance and Guest Data (Blaze) - All Data Access

What they can see:

• Guest names and contact information

• Channel names (which OTA bookings came from)

• Complete financial data (Expenses, Invoices, Occupancy, MPRs)

• Listing details, contracts, owner MPRs

• View and edit rates

• Create promotions

What they can do:

• Create and edit bookings

• Create blocked dates

• View booking financial details and revenue graphs

Restrictions:

• No operational access (inbox, messaging, tasks)

• Cannot manage staff, channels, or marketing

• Cannot process payments or manage suppliers

Owner Blaze Financials, No Guest Data

Key Difference: Cannot see guest personal data (names, contact info)

• See channel names only

• Full financial visibility

• Create/edit bookings and blocked dates

• Guest information hidden for privacy

Owner Blaze Finance Access Only

Key Difference: See neither guest names nor channel names

• Pure financial data view

• Expenses, invoices, MPRs, occupancy

• No guest information

• No channel attribution

Owner No Finance, No Guest Data (Blaze)

Minimal access level:

• View property settings (house rules, check-in times, location)

• Create blocked dates

• No financial data

• No guest information

• No listing/unit management

Glow Owner Tiers

Owner: Finance and Guest Data (Glow)

Similar to Blaze Full Access but:

• Guest names and details

• Invoices

• NO Owner MPRs

• NO Expenses tracking

• NO Occupancy data

Owner: Financials, No Guest Data (Glow)

Similar pattern:

• No guest data

• Invoices only

• No expenses or MPRs

Owner No Finance (Glow)

Minimal Glow access:

• Property settings only

• No financial data

• No listing management

Owner Role Summary

Owner Type

Guest Names

Channel Names

Financials

Listings

Performance

Design Philosophy: Owners are passive stakeholders who monitor but don't operate. All 7 roles completely lack:

• Operational control (inbox, messaging, tasks)

• Channel and marketing management

• Staff management

• Payment processing

• Supplier management

Block Out-of-Contract Dates

To do so, go to Calendar -> Calendar Toolbox and click View Blocked Date List. 

On the open page, click on the Settings icon on the top right. A window will pop out in which you can select your brand and click on Proceed.

Note that if you have only one brand, this window will not pop out and you will be directed to the Blocked Date Settings drawer.

In the open drawer, turn on the Block Out-of-Contract Units toggle. By turning on this toggle, you automatically block availability for Out-of-Contract Units. This prevents Guests from being able to book outside of the time frames you have a contractual agreement for with the Owner of the Unit.

Once you have invited your owners, you can continue with booking your verification call to go live!