Members and security

Roles

Each member has a role in the portfolio:

• Read-only: reads everything, changes nothing - for an accountant or family.
• Member: adds and edits properties, tenants, leases and documents.
• Administrator: a member who also manages members and the portfolio’s settings.
• Owner: everything, including the subscription and deleting the portfolio.

Inviting someone

Settings → Portfolio members → Invite. The person receives an e-mail with a link; they create an account or sign in, and join the portfolio with the role you chose. A pending invitation can be revoked.

Two-factor sign-in

Turn on two-factor sign-in in your account’s security settings: an authenticator app gives you a code at each sign-in, and recovery codes let you in if you lose your phone. The owner can require it from every member of the portfolio.