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Setting Your Owner Up as a User to Access Your Portal/Account
Setting Your Owner Up as a User to Access Your Portal/Account

Learn how to add your owners as users so they can access the portal to see what you want them to see.

Samuel avatar
Written by Samuel
Updated over a week ago


If you want to give your owners access to your portal/account so they can view (but not edit) relevant information and reports, you can do this by adding them as a User 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

  1. The first step to creating your Owner as a User is to click Settings on the main menu.

  2. Click Users under the Company section.

  3. On the Users page, click + New User on the top right corner of the page.

  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.

  5. Enter a Login Email Address for your owner. This is used to send an invite to the Owner to join your DoorLoop account.

  6. 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 to use the default user roles and not be able to edit them.

  7. If you want to limit the the owner to only view specific properties and/or bank accounts, head to the Property and Bank Accounts sections which allow you to specify exactly what properties and bank accounts this owner can see.

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

  9. That’s it! Once your owners set up a password, they can go to 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.

Next Steps

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