Objective:
This article will guide you through the process of inviting owners to the PropertyStack portal and provide troubleshooting steps for common issues they may encounter.
In this Article, You Will Learn How to:
Invite owners to the portal
Troubleshoot issues if the owner hasn’t received the email
Troubleshoot access issues on different devices
How owners can install the app
Video Tutorial
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Step 1: Access the Owners List
Navigate to the Owners section on the left-hand menu.
Click on the "Owners" option to view the list of owners.
Step 2: Select the Owner
Locate the owner you wish to invite from the list.
Click on the owner’s name to open their profile.
Step 3: Create and Send Invite
In the owner’s profile, ensure you are on the "Details" tab.
Click the "Create and Invite" button at the bottom of the profile.
An invitation email will be sent to the owner's email address.
Step 4: Owner Receives Email
The owner will receive an email with an invite link.
The owner should click on the link to set up their account.
Step 5: Owner Account Setup
The owner will be directed to the sign-up page.
They need to enter their email, create a password, and confirm the password.
Click "Confirm Sign Up" to complete the process.
Step 6: Owner Portal Access
Once signed up, the owner can then download the Proeprtystack app to get instant access on there mobile phones.
The owner needs to install using this link
The portal dashboard will display their property details and other relevant information.
Step 7: Send owner Link email
If you copy and paste the following email to the owner, they will be able to set up on their mobile phone and desktop
Email:
Subject: Quick Setup: Install the PropertyStack App for Instant Access to Your Owner’s Portal
Dear [Client's Name],
I hope you’re doing well!
To make managing your properties even easier, we recommend installing the PropertyStack app on your phone for instant access to the owner’s portal.
Here’s how to get started:
Set up your password: If you haven't done so already, please set up your password using the password reset link sent in your previous email.
Access the app: Once your password is set, click the link below to install the PropertyStack app and start using the owner’s portal right from your phone.
Important: Make sure you're not in a private/incognito browsing window when setting up your portal as this will log you out after you exit the app.
If you encounter any issues or need further assistance, feel free to reach out.
Best regards,
[Your name]
If you copy and paste the above to the client, then this should allow the client to log in effortlessly into there mobile app.
The dashboard will look like this:
Troubleshooting
If the Owner Hasn’t Received the Email:
Press "Create and Invite" again in case this wasn’t done.
If that doesn’t work, send them their owner link directly.
If the owner’s screen shows "Enter Password", instruct them to click "Forgot Password" to reset it.
If it asks them to create a password, this means they haven’t signed in yet and will need to create and set up their account.
If the Owner Says They Can’t Access It on Their Computer:
Ensure they are either on a mobile phone or laptop screen.
If their screen shows "Open on laptop or computer", they need to either zoom out until it fits or switch to a different device.
This message ensures the user gets the best user experience.
Conclusion
Following these steps, you can easily invite owners to the PropertyStack portal and troubleshoot any common issues they may encounter. Ensuring smooth access for owners will help them manage their properties efficiently and stay connected with the property management team.