Why Use The "Collaborator" Features?
If your ownership structure includes partners, investors, or other key stakeholders, you can securely share Stessa data with them.
For example:
Invite your spouse as a Manager to help manage rent rolls and property details.
Share read-only dashboards with investors or limited partners.
Allow a bookkeeper to edit transactions without changing property-level settings.
How Do I Invite Collaborators?
Go to the Properties page.
Click the three-dot (⋮) menu next to the Portfolio name.
Select “Manage collaborators.”
Enter one or more email addresses (comma-separated if assigning the same role).
(Optional) Add a personal message to explain the invite.
Click Send Invite.
Once sent, choose a permission level: Manager, Editor, or Read Only under "Permissions"
Important: Collaborators are invited at the Portfolio level, not individual Properties. If each Property has different stakeholders, create separate Portfolios and organize Properties accordingly.
Collaborator Permission Levels
Manager
Full access to edit/add/delete Properties, edit Transactions, manage Portfolios, and dashboards.
Cannot change account-level settings or manage linked bank accounts.
Use with caution—Managers can significantly modify your data.
Editor
Can edit Property details, valuation methods, and transactions.
Can view and edit the dashboard.
Cannot add new Properties, invite collaborators, or manage Portfolios.
Read Only
Can view everything in the Portfolio, including dashboards and transactions.
Cannot make any changes.
Why Can’t My Partner See All Transactions?
Collaborators only see data tied to Portfolios they have access to. If a transaction hasn’t been assigned to a Property or Portfolio, they won’t see it.
To make transactions visible:
Assign them to a Property in the shared Portfolio.
Or assign your connect bank/mortgage accounts directly to a Portfolio
Demo Video