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FeaturesagentOS Block ManagerUpdated April 11, 2026

Owners & Portfolios

Owners & Portfolios

The Owners & Portfolios page at /dashboard/owners is the management hub for individual and company portfolio holders. It sits at the second level of the platform's five-level entity hierarchy: Agent → Owner → Block → Unit → Leaseholder.

Accessing the page

Navigate to Owners & Portfolios in the dashboard sidebar (briefcase icon), located after Agency Profile and before Units & Leaseholders.

Owner types

Each owner record is classified as one of two types:

TypeBadge colourAdditional field
IndividualGreen—
CompanyBlueCompany Number

The Company Number field is only shown when the owner type is set to company.

Creating an owner

  1. Click New Owner from the owner list.

  2. Fill in the required and optional fields:

    Identity

    • Name (required) — full name or company name
    • Owner Type — Individual or Company
    • Company Number (company type only)

    Contact Details

    • Email
    • Phone

    Address

    • Address Line 1
    • Address Line 2
    • City
    • Postcode

    Notes

    • Free-text notes about the owner

  3. Click Create Owner. The action is audit-logged via owner.create.

Tip: Owners must exist before blocks can be assigned to them. If you try to assign a block and find no owners available, create the owner here first.

Searching and filtering

From the owner list you can:

  • Search across name, email, company number, and city using the search box
  • Filter by type — show all owners, individuals only, or companies only

Viewing an owner's portfolio

Click any owner row to open the detail view. The detail view shows:

  • All owner fields (identity, contact, address, notes)
  • Portfolio summary — total number of blocks and total unit count across all assigned blocks
  • Assigned block list — each block with its address, scoped to this owner only

Editing an owner

  1. Open the owner detail view.
  2. Click Edit.
  3. Update any fields and click Update Owner.

Transferring block ownership

Ownership of a block can be transferred to a different owner without leaving the owner detail view.

  1. Open the detail view of the current owner.
  2. In the assigned block list, click Transfer on the relevant block.
  3. Select the new owner from the dropdown (the current owner is excluded from the list).
  4. Enter a reason for the transfer — this is recorded for audit purposes.
  5. Click Transfer Ownership.

Constraint: You cannot transfer a block to the owner it already belongs to.

Deleting an owner

  1. Open the owner detail view.
  2. Click Delete.
  3. Confirm the deletion in the inline dialog.

Constraint: An owner cannot be deleted while they have blocks assigned. Unassign or transfer all blocks first.

Business rules summary

RuleWhere enforced
Owner must exist before block assignmentEmpty state CTA on the list page
Block belongs to exactly one ownerTransfer UI excludes the current owner from the target list
Blocks must be unassigned before owner deletionDelete confirmation dialog
Portfolio view scoped to the selected ownerDetail view block list filters by owner