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The Power of Portfolio Collaborators

Invite investors, partners, and collaborators to a Portfolio and manage their access.

Updated over a week ago

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.
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How Do I Invite Collaborators?

  1. Go to the Properties page.

  2. Click the three-dot (⋮) menu next to the Portfolio name.

  3. Select “Manage collaborators.”

  4. Enter one or more email addresses (comma-separated if assigning the same role).

  5. (Optional) Add a personal message to explain the invite.

  6. Click Send Invite.

  7. 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.
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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

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