The client portal
Every client can receive access to their own space: history, invoices, shared documents and service requests.
- Invite: from the client's record, add the people to invite with their role — owner (see everything), billing (invoices and payments), or read-only.
- Per-property scoping: for portfolio managers, limit each person to the buildings that concern them.
- Language: the portal follows each person's language preference.
Portal access is free and unlimited on every plan — it doesn't consume seats. The portal carries your branding on Pro plans and up.