Role Workflows
Horse owner or leaser workflow
Follow linked horse records, care context, and schedule activity.
Horse Owner/Leaser
Horse owner and leaser access is focused on the horses connected to that user and the schedule context the barn shares.
A member needs both the Horse Owner/Leaser role and a link on the horse record before the horse owner dashboard can show that horse.
Steps
- 1Ask barn staff to add the Horse Owner/Leaser role to the member account.
- 2Have staff open the horse profile, edit it, and select the member in Owners.
- 3Open the dashboard to review linked horse context.
- 4Open Horses to view records you have access to.
- 5Review upcoming assignments or care notes where available.
- 6Check announcements and feed for barn updates.
- 7Contact barn staff if horse relationship or schedule details are missing.