Pilot: Assigning relationship manager to owners

Assigning a relationship manager to an owner in Guesty helps organize owner communications by automatically routing owner's new direct messages to the designated user in the Guesty Inbox.

You can assign a relationship manager to a single owner from their profile or assign the same manager to multiple owners in bulk from the owners list.

Assigning relationship manager

Assigning a relationship manager is optional. If the field is left empty, the owner is considered "Unassigned".

Only users with the "Admin" role can assign, change, or clear an owner's relationship manager. You can learn more about user roles and permissions here.

To individual owner

Assign a relationship manager to an individual owner from their profile. 

Step by step:

1. Sign in to your Guesty account.
2. In the side navigation menu, click Operations to open the dropdown menu.
3. Under Portfolio, select Owners.
4. Click the relevant owner to open their profile.
5. In the "Owner profile" section, click Edit.
6. In the "Property manager" field, select a user from the dropdown menu.
7. Click Save.

To multiple owners

Assign the same relationship manager to multiple owners at once.

Step by step:

1. Sign in to your Guesty account.
2. In the side navigation menu, click Operations to open the dropdown menu.
3. Under Portfolio, select Owners.
4. Check the boxes next to the owners you want to assign to the same relationship manager.
5. In the top menu, click Assign property manager.
6. Type the user name, and select the user from the list.
7. Click Assign.

View and filter by owner relationship manager

You can add a column to the owners view to see the assigned relationship manager for each owner and filter the list to see owners assigned to a specific user.

Step by step:

1. Sign in to your Guesty account.
2. In the side navigation menu, click Operations to open the dropdown menu.
3. Under Portfolio, select Owners.
4. To add the column:
   1. Click Columns, and select the checkbox for "Relationship manager".
   2. Click Save.
5. To filter the list:
   1. Click Filters, and locate the "Relationship manager" filter.
   2. Select one or more users. You can also select "Unassigned" to find owners who don't have a relationship manager.
   3. Click Apply changes.

Understand the owner relationship manager assignment

Assigning a relationship manager automates how new messages from owners are handled in the Guesty Inbox.

• When an owner with an assigned relationship manager starts a new direct conversation with the property manager, the thread automatically assigns to that user.
• If an owner doesn't have an assigned relationship manager, their new direct conversations remain "Unassigned" in the Inbox.