Quick answer
Configure owner portal: Enable the owner portal with visibility, reports, and notifications aligned to the management agreement. In Renteric, follow these key steps: Open the owner record, Enable portal access, and Configure visibility. Finish by validating that the owner sees useful information without accessing internal, sensitive, or out-of-scope data.
Before you start
- Have the owner created and linked to properties.
- Decide which reports, collections, expenses, and tickets they should see.
- Confirm email and invitation policy.
Step by step
- 1
Open the owner record
Open the owner and review properties, ownership shares, and contact details before enabling access.
- 2
Enable portal access
Enable owner access and choose whether the invitation is sent now or held for internal review.
- 3
Configure visibility
Choose whether they see rent roll, statements, expenses, maintenance, and documents based on the agreement.
- 4
Test preview
Use preview or a controlled account to confirm internal notes do not appear.
- 5
Send invitation and follow-up
Send access, monitor acceptance, and leave a support note if the owner needs onboarding.
Common errors
The owner cannot see a property
The property is not linked or the ownership share is inactive.
Review links and ownership shares before resending the invitation.
Internal information appears
Portal visibility is too broad for that owner.
Reduce portal permissions and verify with preview before communicating.
FAQ
Can I enable the portal only for some owners?
Yes. Access is configured per owner and does not force the whole organization.
Can the owner edit data?
Not in the standard flow. The owner portal is mainly for viewing and tracking.
Can I change visibility later?
Yes. Adjust permissions and notify the owner if available reports change.
Video guide
What this solves
Enable the owner portal with visibility, reports, and notifications aligned to the management agreement.
Open the owner record
What to prepare first
Have the owner created and linked to properties. Decide which reports, collections, expenses, and tickets they should see. Confirm email and invitation policy.
Enable portal access
Guided walkthrough
Open the owner record: Open the owner and review properties, ownership shares, and contact details before enabling access. Enable portal access: Enable owner access and choose whether the invitation is sent now or held for internal review. Configure visibility: Choose whether they see rent roll, statements, expenses, maintenance, and documents based on the agreement.
Configure visibility
How to validate the result
Test preview: Use preview or a controlled account to confirm internal notes do not appear. Send invitation and follow-up: Send access, monitor acceptance, and leave a support note if the owner needs onboarding. the owner sees useful information without accessing internal, sensitive, or out-of-scope data
Send invitation and follow-up