The Owner's Portal gives your property owners a clear, organized view of their revenue and their property's performance. You can preview the portal as your Owner will experience it, before inviting them to access it.
Prerequisites:
You must have a Business, with the Manager business model. Learn more about Creating a business and Understanding business models.
You must have Owner's Statements set up. Learn more about Getting started with Owner's Statements.
Previewing and Inviting your Owners to the Owner's Portal:
Go to Operations > My Business > select the Business associated with the Owner you'd like to preview.
From the Business, select the Owner Portal tab.
Find the Owner whose portal you'd like to preview, and click Preview.
A Portal Preview will open in a new tab. You can now explore the Portal as your Owner will see it.
Once you're ready to invite your Owner, click Copy invite link and share that link with your Owner.
Once your Owner has set their password and logged into the portal, you'll see that they've Signed up for the owners portal under the Business > Owner Portal tab.
