Overview

If you want to give your owners access to your portal so they can view (but not edit) relevant information and reports, you can do this by adding them as users and giving them the Property Owners role.

For example, you might want your owners to be able to log in and view tenants and lease transactions in their properties, and view reports such as their Profit & Loss statement or their Rent Roll without you having to send it to them. Let's go through inviting your owners to the portal now!

The Steps

Step 1

Click on Settings in the left-hand menu.

Step 2

Find and click the Users button in the Company section.

Step 3

On the Users screen, click on the green + New User button in the top-right corner.

Note that you can also edit users from the Users screen.

Step 4

On the New User window, enter as much information as you want. However, only either a First Name and Last Name combination or Company name is required.

Note that the Property and Bank Accounts sections allow you to specify exactly what properties and bank accounts this owner can see.

Step 5

Select the Property Owner user role in the drop-down box. This default role is set with permissions usually given to owners, but you can edit the role permissions if needed.

Refer to this article and video for information on creating User Roles. If you are on the Starter plan, you will only be able use the Full Access user role.

Step 6

When finished entering data, click Save. This automatically sends an invitation email to the owner, which they use to set up a password.

Step 7

That’s it! Once your owners set up a password, they can go to doorloop.com/login and use their email address and password to log in to your DoorLoop account.

You can track the status of this invite email by going to Communications > Communications Log.

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