Restrict each owner to the intended properties and units.
Review an owner mapping
Open owner access management and find the owner by name or email.
If a new owner is not listed, invite/register them first, then return to their owner record. New records start without unit access; an invitation does not grant a property or unit.
Inspect the properties, units and status in the mapping row; expand the row when columns are hidden on a small screen.
Open the access editor and assign only the properties and units that belong to that owner.
Save, then test the portal as the intended owner.
Use the offered status/access controls when an owner’s entitlement changes and verify the saved result.
Check both property and unit choices. A similarly named unit in another property is not the same entitlement.
Transfer a unit after an ownership change
Open the old owner’s saved mapping and explicitly remove the sold unit, retaining any other units they still own; save and verify the result.
Invite/register the new owner if needed, then grant only the intended property/unit and save.
Test both owners’ portal views. Granting the new owner access does not automatically revoke the previous owner’s access.
Review existing reservation visibility separately. There is no automatic ownership-history or booking-transfer transaction.
Use the owner rate plan and review availability and services before saving.
Configure owner rates
Set up an appropriate Apaleo owner rate plan for the relevant unit groups.
Enter its code in Mini settings. A dedicated code such as OWNER makes the setup easier to review.
Configure the optional owner service filter when owner bookings should include specific services.
Test availability and the resulting reservation before rolling out the flow.
Book or change a stay
In the owner portal, choose the new-booking action and an authorized unit/date range.
Review the available owner offer, occupants and services and submit the booking.
For an existing eligible owner reservation, open its details and use the offered amendment or cancellation action.
Review the changed dates, availability, price/service implications and confirmation before saving.
Refresh the calendar/list and verify the result.
The normal portal identifies owner reservations by the configured owner rate-plan ID code and account within the mapped-unit scope; it is not a per-person creator-ownership rule.
The normal UI offers editing for Confirmed owner reservations whose departure is not in the past. Cancellation is offered for Confirmed owner reservations. These UI criteria are not a configurable permission matrix for each booking.
Extend a stay when added nights may be occupied
Open the eligible reservation’s amendment action, change departure and wait for the added-night availability check.
If the original unit is unavailable, the editor can look for a mapped alternative in the same unit group with sufficient capacity and request explicit consent to attempt a move.
If no suitable alternative is available, choose other dates or contact the property; do not treat the extension as an occupancy override.
After saving, refresh the reservation and verify the final dates and assigned unit. Alternative-unit consent does not by itself guarantee that the displayed alternative was assigned.
If an operation reports a partial failure or unit-assignment warning, inspect the current reservation before retrying.
Control guest-data visibility for owners in the Mini owner portal. This setting does not restrict reception or other staff.
Who this setting controls
ownerGuestDataMode controls owners viewing guest data in the Mini owner portal. It is not a staff or reception access-control policy.
If the aim is to limit reception staff, summary-only in Mini does not do that. Staff permissions must be configured in the relevant staff workflow; do not test a staff restriction by changing the owner policy.
An administrator saves the policy, but the restricted viewer is the owner. Opening a reservation does not turn an owner-only policy into a staff policy.
MSG form questions, collected fields and staff access are configured separately. This Mini owner policy does not change what MSG forms collect.
Set the policy
Open Mini settings as an authorized administrator.
Choose the owner guest-data mode: full data after normal sign-in, password-verified temporary reveal, or summary only.
Save the policy and test the portal with an owner account.
Use a reveal prompt
In password-reveal mode, use the reveal action and re-enter the owner account password in the dedicated prompt.
Check the stated temporary visibility period and close/hide sensitive information when finished.
In summary-only mode, personal data cannot be revealed; request help from the responsible property contact when needed.
This policy masks guest data in the Mini owner portal. It does not configure reception staff permissions or the fields collected by MSG forms; configure those workflows and access rights separately.
Opening a reservation does not bypass summary-only masking or grant a passport editor. Do not treat the owner privacy setting as permission to reveal or edit identity documents.
A mode name containing MFA does not mean the interface asks for a separate SMS code: the current reveal prompt verifies the owner’s account password. Never send that password to support chat.