Why Use Collaborators?
If your ownership structure includes partners, investors, or other key stakeholders, you can securely share your 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.
Let a bookkeeper edit transactions without changing property-level settings.
You can add more than one collaborator. Just follow the same steps for each person. Learn more about collaborators and paid features in Stessa Pro FAQs.
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 under Permissions: Manager, Editor, or Read Only.
If the invitation email doesn’t arrive, make sure the email address is correct and ask the person to check their spam folder. You can also resend the invitation from account settings.
Important: Collaborators are invited at the portfolio level, not to individual properties. If each property has different stakeholders, create separate portfolios and organize properties accordingly.
Collaborator Permission Levels
Manager
Full access to add, edit, and delete properties, edit transactions, and manage portfolios and dashboards.
Can’t change account-level settings or manage linked bank accounts.
Can create, send, sign, and cancel leases. Can also be named as the landlord on a lease in their own name, on a property they don’t own.
Use with caution: Managers can significantly modify your data.
Editor
Can edit property details, valuation methods, and transactions.
Can view and edit the dashboard.
Can view leases and download lease documents.
Can’t create, send, sign, cancel, or delete lease agreements.
Can’t add new properties, invite collaborators, or manage portfolios.
Read Only
Can view everything in the portfolio, including dashboards and transactions.
Can view leases and download lease documents.
Can’t create, send, sign, cancel, or delete lease agreements.
Can’t 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 connected bank or mortgage accounts directly to a portfolio.