Invite owners to their portal

On an owner’s page, click Invite to portal. They receive a secure magic-link to sign in — no password to manage. The most recent link is the active one (a re-invite or a new message email issues a fresh link and retires the old one), and you can revoke access at any time.

Each owner has a permission matrix with seven toggles: owned properties, statements, the activity/ledger feed, documents, inspections, messaging and your contact info. Set company-wide defaults in Portal settings and override them per owner.

• A home dashboard with their balance and properties, under your company logo.
• Their statements, with PDF download.
• An activity feed of rent, expenses, fees and distributions.
• Their tenants and each tenant's rent ledger, plus the rent notes you choose to share — so they can see the chase for themselves instead of emailing you.
• Shared documents, property inspections, and two-way messages — each only if you enable it.

Owners never see your private fee/profit figures, and notes marked private stay private.

A co-owner, a spouse or an accountant can each get their own login without duplicating the owner record — see owner contacts.

Use View as owner to preview exactly what an owner will see before you invite them — the preview never counts as an owner visit.