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The report link, the owner’s page and an owner account: what each shows and what an owner can change.
There are four ways an owner can see their boat in YachtGrade, and they do different jobs. Pick the lightest one that does what the owner needs. This walks through each, what the owner sees, and what they can and cannot change.
Open the boat. On its Overview tab, the Owner card holds the owner's name, email and phone, and what they are to the boat: owner, captain, manager or something else. Tap Say who owns it to add the first one, or Add somebody else for a second. Owners, admins and techs can edit this, and a tech only sees the contact details if the owner has allowed it on the Team screen. Everything below starts from this card, because the owner's email is how their page is made.
After a check, you send the owner the report by link. They open it without an account. That is the one to use after every visit, and showing owners what changed between visits covers it.
This is one page that always shows the owner how their boats are doing. No account, no password, nothing for them to fill in.
The owner's page shows each of their boats with the latest health score, the date it was aboard, how the last visits trended, the next dated maintenance and renewals (up to three), what was done on the latest visit, and a Latest report button. If approval items are waiting, it counts them, but it does not take decisions. It tells the owner to use the approval link you sent. The page is in your company's language, with your name and logo on it.
Owners and admins can make the page, and a tech can too when the owner has allowed sending to clients. Making a new link stops the earlier one, and Stop their page ends it. The row shows whether they have opened it. The email only goes out when you tap the button.
For an owner who wants to approve things from the app itself, give them an account tied to their boats.
When the owner signs in, the app does not open on Today. It opens on a count such as "3 to approve" (or "Nothing to approve"), with every approval list waiting for them, item by item, with prices and the buttons. Below that come Your boats by name, an Answered group, and the sign-out and delete-account controls. There is no Menu and no tab bar, so none of your company's screens are one tap away. The approval lists article shows how to build what they approve.
An owner's PA sees the same boats and can approve spending unless the owner switches that off. The owner has a line on their own screen, "[name] can approve spending", with a tick box. If the owner turns it off, the PA can look but not decide.
The sticker codes, the dash code and the engine room code, open a page for whoever is aboard. They are for crew and mechanics, not an owner's view of the boat, and they deliberately leave out the owner's details. The boat QR code and maintenance log article has the detail.
An owner account is read and decide. They can approve, decline or ask a question on an approval item. They can turn their PA's spending approval on or off, sign out, and delete their own account. They cannot edit the boat, its equipment, its checklist, a check, or your team, and they see only the boats on their invite. The report link and the owner's page are read only, and nothing on them can be edited.
Does the owner need to install anything?
No. The report link, the owner's page and approval links open in the phone's browser. An owner account signs in to the same YachtGrade app you do, in the phone's browser or from a home screen icon.
Why is the Owner's page card missing on the Share tab?
No owner on the boat has an email yet, or your role cannot send it. Add the owner's email on the Overview tab, or ask an owner or admin.
Can an owner approve things from the owner's page?
No. That page only counts what is waiting. They decide from the approval link, or from an owner account.
Can an owner see my other boats?
No. An owner account is limited to the boats ticked on its invite, and the owner's page shows only that owner's boats with your company.
How do I take access away?
Tap Stop their page on the Share tab to end an owner's page. For an account, revoke any invite link you have not used, and use Remove from team on the Team screen.
YachtGrade was designed by a USCG 100-ton captain who spent five years managing, detailing, running and selling boats in South Florida, after four years building IT systems for businesses. Who built it →
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This describes how the current YachtGrade app works. It is general guidance, not a survey and not a substitute for one.
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