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# How to Add Additional Buyers to a Portfolio

### TL;DR
|| You can add a spouse, partner, or trusted advisor to an existing portfolio so they can view properties and stay aligned without granting them agent-level access. Only agents have the capability to do this, and added buyers automatically receive an introductory email.

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### When to use this
Consider using this when:
* The primary buyer wishes to include a **spouse or partner**
* A **financial advisor, lawyer, or consultant** requires visibility
* Decisions are delayed because stakeholders aren’t viewing the same properties
* You aim for fewer side conversations and tighter alignment

|| Key rule: Buyers are unable to add other buyers themselves. This is intentionally agent-controlled.

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### Step-by-step instructions
| Best for: Spouses, partners, or non-agent advisors

1. Open the relevant **Portfolio**.
2. Locate the **Prepared for** section at the upper part of the page.
3. Click the **Card Icon** behind the client's name.
4. In the view that opens under **Email**, click the **+**.
5. A new field will be created.
6. Enter the additional person’s **email**.
7. Save changes.

**What happens next**
* The additional buyer is added instantly.
* They receive an **automatic introductory email** with access instructions.
* They can view properties and follow the search without accessing agent-only data.

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### Common issues & tips
* **“My buyer can’t add their spouse”**
   → This is expected. Only agents can add additional buyers. This approach prevents access misuse and maintains compliance.
* **Didn’t receive the email?**
   → We recommend asking the added buyer to check spam or promotions. You can re-add them if necessary.
* **Confusing buyer vs co-agent roles**
   → Buyers = viewers/commenters  
   → Co-agents = internal collaborators (Team add-on only)
* **Privacy check**
   → Additional buyers do **not** have access to:
* Private agent notes
* Seller or seller-agent details
* **Best practice**
   → We recommend adding all decision-makers early. Late additions often slow down the closing process.

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### Related articles
* How to Create a New Portfolio
* How to Share a Portfolio with Your Client
* How to Manage Team Access (Team add-on)