How to archive an owner from a horse

How to archive an owner from a horse

If you wish to remove an owner from a horse, you can archive the owner to ensure you maintain the transaction history of the horse.

When you archive an owner, it means the horse will stay in their list as an archived horse. But the owner won’t be able to receive your updates about the horse in the future.

1. Go to the Horse Page, select the horse that you want to make the update.

2. Check Owners section, review the owner list in CURRENT or OTHERS tab and for the owner you intend to make the change.

3. In the Action column, there are two options for the owner, click on Move to Previous. A dialog confirmation shows if the owner still has some share in the horse.

4. If you select Adjust Shareholding option, it will open Edit Horse Ownership dialog and follow the prompts, making sure you remove all of their shares and reallocated them to other Owners, ensuring the total remain at 100%.

5.Then click Save.

You then can view the owner in the PREVIOUS tab with their transaction history.

From the view of the owner, once they log in the system, the horse is listed in their Archived horse list. They are able to view horse profile, racing information and statistics but no other media.

    • Related Articles

    • How to add an owner

      There are two ways to open the Add Owner screen: Click on the green button, then select Owner; or Go to your Owners List by clicking on the Owner tab From the Owner menu, click on the Add Owner button Then proceed to enter all the relevant details of ...

    • How to configure and assign Owner Groups

      Owner Groups can be configured to allow you to target certain owners in Stable Updates. You may wish to group similar owners based on their interests. Likewise, if you have a group of Owners who don’t currently own a share in any horse, you can ...

    • How to add horses to an owner's account

      To add horses to an owner's account, follow the steps below: 1. Navigate to the specific owner under the 'Owner' tab  2. Scroll down to the Horse Accessibility section 3. Click on Add Horse Access to bring up Horse Ownership pop up 3. Proceed to: ...

    • How to approve or reject horse access requests

      Via the Prism Owner Portal, owners will sometimes request access to horses in your stable if they are Owners of that horse. This is usually when they are syndicate members or 'other owners' not responsible for payments, and the manager of a syndicate ...