Overview
Use DoorLoop’s Login to Portal feature to view your owner portals. With the ability to view an owner's portal as they see it, you’ll never be left in the dark when it comes to what information you are presenting to them!
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 view your owner's portal, first click on People on the main menu, and then click Owners.
Find the owner whose portal you wish to view. Click on the 3 Dots icon on the right side of the owner line and click Login to Portal.
A new tab will open up in your browser showing you exactly what the owner sees when they login to DoorLoop.
(Note that if your browser security settings or a browser extension are set to block new windows or tabs from opening in this way, you may have to click on additional notifications to open the tab, or change your browser security settings.)
Now, you can review what the portal looks like for your owner. For example, you can review:
What they can view on the Overview page
Which reports that can view
Their financial transactions
and more.
That's it. By viewing the owner's portal, you see exactly what they would see. If you need to make any changes to the settings to add or remove items you want them to see or not to see, refer to the article, Customize Owner Portal Settings.