Step by step
- As the portal owner, open Users and click Invite user.
- Enter their name, email and role, like property manager or accounting.
- Pick the sites they see.
- Adjust what they can see, like report PDFs or invoices.
- Click Send invitation.
Video transcript
Give your team access, site by site.
As the portal owner, open Users and click Invite user.
Enter their name, email and role, like property manager or accounting, then pick the sites they see.
Adjust what they can see, like report PDFs or invoices.
Click Send invitation: they get an email to set a password.
Lost it?
Click Resend invite.
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These guides are general product information, not legal, licensing, employment, tax or compliance advice. You remain responsible for meeting the rules that apply to your business. Screens and features can change and depend on your plan, so a video may not match what you see. Names and data shown are fictional sample data. Terms of Service apply.
