Owner records are never typed in the way guest records are. An owner is a real Nauticare user with their own login, so the record is created by invitation.
Sending the invitation
On Owners, press Add Owner. Enter the person's Email address and press Add Owner again. The dialog confirms that an owner invite has been sent to that address, and explains that they must follow the instructions in the email to access the account.
The new row appears in the list straight away with the status Pending. It turns to Active as soon as the invitation is accepted.
Sending invitations is a management action, available to the Management Admin and Management User roles.
What happens next
The recipient gets an email. If they have no active Nauticare account yet, it invites them to create one; if they already have an account, it asks them to sign in. They accept or reject the invitation from their own Account page, where it names the yacht and the management company that invited them. What they see from that point on is described in the Owner Portal section.
When an invitation is refused
The dialog will tell you why an invitation could not be sent. The two common reasons are:
- The person already holds a role in Nauticare. Someone who is already crew, already part of a management company, or already the owner of a yacht cannot be invited as an owner. Each person holds one role at a time.
- The person already has an invitation waiting. Only one invitation can be outstanding for a person at a time — a company invitation or a yacht invitation counts too. They have to reject the one they already have before a new one can be sent.
A pending invitation can be withdrawn at any time with Cancel Invite on the Owners list.