Lesson 3 of 4 · 5 min
The owner portal
Owners see their properties, statements and documents, and approve what you send them.
The owner portal gives each owner their own view: an Overview, their Properties, their Statement, Documents, Approvals, an Assistant, and Settings.
Invite an owner
- Open Portfolio › Owners and open the owner.
- Find Portal access and enter the email to invite.
- Choose Send invite. The link works once and expires in 7 days. If email is not set up, copy the invite link and send it yourself.

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