--- title: Owner Portal description: Understanding the Owner Portal workflow in the Owner Onboarding Pipeline --- [Skip to content](https://help.vintory.com/owner-portal#main-content) English Show submenu for translations ![vintory Logo_web_res.png\]](https://help.vintory.com/hs-fs/hubfs/vintory%20Logo_web_res.png?height=40&name=vintory%20Logo_web_res.png) - [Submit a Support Ticket](https://www.vintory.com/support/) Open main navigation Close main navigation - [Submit a Support Ticket](https://www.vintory.com/support/) - English Show submenu for translations - [Go to vintory.com](https://vintory.com/) [Go to vintory.com](https://vintory.com/?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.vintory.com/?hsLang=en) 2. [Owner Onboarding & Retention Workflows](https://help.vintory.com/owner-onboarding-retention-workflows?hsLang=en) 3. [Owner Onboarding](https://help.vintory.com/owner-onboarding-retention-workflows?hsLang=en#owner-onboarding) # Owner Portal ## Understanding the Owner Portal workflow in the Owner Onboarding Pipeline Updated: June 23, 2025 **Step 1: Determine Main Point of Contact** If the main point of contact for the **Owner Portal stage** needs to be CHANGED from the current assigned user, complete the following steps (*if not please continue to step 2*): This step ensures that if the designated main point of contact needs to be different from the original assigned user, an option is provided to facilitate this adjustment seamlessly. 1. **Assessing Main Point of Contact Needs:** Evaluate whether the assigned user from the Accounting stage should also serve as the main point of contact for the newly acquired owner.  2. **Option Assignment:** If a different main point of contact is needed than the original assigned user select the **+ sign** below the first existing Wait step. Find "**Assign to User**" in the list of actions and select the user(s) for the system to automatically reassign the contact.  3. **Wait Period:** Following the "Assign to User" step add an additional action by clicking the **+ sign** again. Add a '**Wait**' period for 1 minute to allow for any necessary adjustments or confirmations when being processed automatically.  --- **Step 2: Sending Owner Email Update** 1. **Email Customization:** A templated email addressed to the owner has been added automatically to the system.  **You will need to customize this email**.  This email provides the new owner with access information to their online Owner Portal.  Please add login information and video tutorial as needed. --- **Step 3: Task to check in with New Owner** 1. **Task Notification**: A task will be created and assigned to the Assigned User to make sure they check in with the New Owner to ensure they have signed into their Owner Portal account.  **Customize this** for your needs to include a specific team member, description, title, due date, etc. ![Screenshot 2024-04-15 at 11.37.14 AM](https://help.vintory.com/hs-fs/hubfs/Screenshot%202024-04-15%20at%2011.37.14%20AM.png?width=406&height=426&name=Screenshot%202024-04-15%20at%2011.37.14%20AM.png) The Owner Onboarding Pipeline and Automations should be customized to fit your specific needs. 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