Create and assign horse ownership

There are multiple ways to create owners and assign horse ownership, each method is listed below.

This can also be done via the ThoroughWorks app or by logging in to the online portal at, https://portal.thoroughworks.com/ 

METHOD 1 - Create and assign by sales

1. Login to the ThoroughWorks app
2. Select horses 
   
   
   
3. Click on the appropriate horse
   
   
   
4. Click on the three dots on the right of the screen 
   
   
   
5. Click on edit horse
   
   
   
6. Click owners and insert a date
   
   
   
   
7. Click the + icon 
   
   
   
8. Add an existing owner or create a new one
   
   
   

METHOD 2 - Create and assign by sales

1. Login to the ThoroughWorks portal at https://portal.thoroughworks.com/ 
2. Click on sales on the left hand side.
   
   
   
3. Click on all sales.
   
   
   
4. Click into a specific sale.
   
   
   
5. Make sure horses is selected in the top left of the screen. This will then show a list of all of your horses.
   
   
   
6. Scroll to the right of a horse and click the edit button.
   
   
   
7. Scroll down and click on change ownership.
   
8. You can add an existing user from your database by clicking add existing owner.
   
   
   
9. You can then select an owner from the drop down menu.
   
   
   
10. You can also create a new owner by clicking on the create a new owner button.
    
    
    
11. In the display name box enter in how they wish to be referred to in emails.
    
    
    
12. In the contact box enter in their name or business name.
    
    
    
    
13. Enter in their mobile number.
    
    
    
14. Enter in their email address.
    
    
    
15. Click yes to add them as a contact.
    
    
    
16. Their is also the option to add in additional contacts in their organisation.
    
    
    
17. Click the account emails box if you wish them to receive accounting emails such as invoices and entry fees.
    
    
    
18. Click the receive communications box so that they will receive all other communication.
    
    
    
19. Enter in the equity.
    
    
    
20. Click save and assign owner.
    
    
    
21. Once you have added in all the owners you will need to add in the percentages making sure it adds up to 100%.
    
22. At the bottom enter in the ownership change date.
    
    
    
23. Click save and that will create the owner and assign the horse.
    

METHOD 3 - Create and assign by owners

1. Login to the ThoroughWorks portal at https://portal.thoroughworks.com/ 
   
2. Click owners on the left had side.
   
   
   
3. Click all owners, see a list of all of your owners.
   
   
   
4. Click add new on the left hand side.
   
   
   
5. Enter in all of their details.
   
   
   
6. Click yes after entering in their email address to add them as a contact.
   
   
   
7. Click save at the top.
   

METHOD 4 - Create and assign by horses

1. Login to the ThoroughWorks portal at https://portal.thoroughworks.com/ 
2. Click horses on the left hand side 
   
   
   
3. Click all horses.
   
   
   
4. Click the blue icon on a horse.
   
   
   
5. Click change ownership.
   
   
   
6. Select an owner from the drop down menu.
   
   
   
7. Make sure the ownership percentage adds up to 100%
   
   
   
8. Click save changes to change over the ownership.