How to Transfer Home Ownership Using Shared Access

Shared Access lets dealers set up a customer’s Bond Home system, transfer ownership to the homeowner, and keep dealer support access if approved by the homeowner. Invitations can be shared by link, SMS, Signal, or QR code. Available starting with Bond Home app v2.65.1.

 

How to Transfer Home Ownership Using Shared Access

Shared Access allows a dealer to set up a customer’s home in the Bond Home app and transfer ownership to the homeowner when the installation is complete.

This avoids sharing usernames and passwords and allows the homeowner to keep the dealer connected for support.

Shared Access is available starting with Bond Home app v2.65.1.

Dealer steps

1. Open the Bond Home app.
2. Sign in with the dealer or company account.
3. Create or select the customer’s home.
4. Set up and pair the customer’s devices.
5. Go to the home settings.
6. Add or invite the homeowner.
7. Select the homeowner as the owner.
8. Choose whether the dealer account should remain connected for support.
9. Complete the dealer profile information, if prompted.
10. Send the invitation to the homeowner.

The invitation can be shared by link, SMS, Signal, or QR code.

Homeowner steps

1. Open the invitation link or scan the QR code.
2. Sign in to the Bond Home app.
3. Review the invitation.
4. Accept access to the home.
5. Leave dealer access enabled if continued dealer support is wanted.

After accepting, the homeowner becomes the owner of the home and can manage devices, users, and future access.

Keeping dealer support access

During the transfer, the homeowner may see an option to keep dealer permissions enabled.

This option is selected by default. If the homeowner leaves it enabled, the dealer can remain connected for remote support. If the homeowner turns it off, the dealer will not keep access after the transfer.

Keeping dealer access also allows the homeowner to easily find the dealer’s contact information in the Bond Home app.

Troubleshooting

The invite link does not work

Check that:

• The link was copied or shared correctly.
• The homeowner is opening it on a mobile device.
• The Bond Home app is installed and updated to v2.65.1 or later.
• The homeowner is signed in to the correct account.

The home does not appear after accepting

Ask the homeowner to:

1. Close and reopen the Bond Home app.
2. Confirm they accepted the invite.
3. Confirm they are signed in with the correct account.
4. Log out and log back in.
5. Update the Bond Home app.

Dealer access is missing after transfer

Confirm:

• The homeowner kept dealer access enabled.
• The dealer selected the correct option to remain connected for support.
• The dealer account still appears in the home’s member or access list.

If dealer access was removed, the homeowner may need to invite the dealer again.