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Previewing and Inviting your Owners to their Owner's Portal

Emily Tunggala avatar
Written by Emily Tunggala
Updated over 2 weeks ago

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:

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.

Resetting Owner's password

Currently, the owner portal's login page does not offer an option to reset the password via "Forgot password".

Should the owner need to reset their password for any reason, please contact customer support, who will reset the owner portal password.

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