Overview
Owners have access to an Owner Portal where they can see an overview of their properties, the financial transactions associated with them, reports, and the ability to send requests to the property manager — all without relying on User Roles.
Note: The Owner Portal is not available to Starter Plans. Consider upgrading to the Pro or Premium Plans to access this feature.
The Steps
To invite a property owner to their owner portal, click People > Owners on the main menu.
Find the owner you want to invite and click the 3-dots to the right of them and select Edit.
Click the Contact Details tab and under the Portal Login Info section, enter a Primary Email and/or Mobile Number — one of these is required. Then toggle on "Invite this owner to the Owner Portal."
Click Update to finish.
Once completed, the owner needs to check their inbox for the Owner Portal invite and click the link to set up their password.
Note: If you're creating a brand new owner, you can invite them to the Owner Portal at the same time by toggling on "Invite this owner to the Owner Portal" during setup. See Add a Property Owner.
Things to Consider
If the owner was previously set up as a User, consider deactivating their user account. See Remove an Owner as a User from Your DoorLoop Account.
Owners can have both an Owner Portal and a User account if you allow it. If they use the same email to log in, they can choose which one to access.
Owners only see information for the properties they're attached to. If they own more than one property, be sure to add them as an owner of each property.