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 From the Owner menu, click on the Add Owner button Then proceed to enter all the relevant details of the owner. These fields are mandatory: First & ...
How to set owner communication permissions
Once you have added an owner or selected an existing owner, you will be able to set the Permissions that determine: which email notifications they receive; and what the owner can see regarding their horse in the Prism Owner Portal. First, enable or ...
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 Suspend & Reactive an Owner
You may wish to suspend an owner from their horse’s access (i.e., non-payment of bills). If this is the case, you can suspend their access to their horses by using the suspend function. Simply select the owner within the owner module and click ...
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: ...