How to Invite and Manage Client Access in PropWise

TL;DR

When to use this

Consider using this when you want to:

• Provide a buyer access to their property portfolio
• Initiate client collaboration (comments, feedback, document review)
• Avoid manual user invites, passwords, or permission complexities

If you’ve created a portfolio, you’re already nearly finished.

Step-by-step instructions

Share a portfolio (Best for all client access)

1. Open the portfolio you wish to share.
2. Click Share.
3. Confirm the client’s email address.
4. Send the invitation.

PropWise will handle the rest.

What happens automatically

Once you share the portfolio:

• Secure access is created automatically.
• The client receives a link to the portfolio via email invitation.
• The next step for the client is to select their email that is partially hidden.
• A security code is sent to them, which they can use to enter the portfolio.
• The client sees only what they’re permitted to see.
• No passwords, roles, or setup steps are required from you.
• Access remains active as long as the portfolio is shared.

This approach minimizes errors by reducing controls.

What clients can and cannot see

Clients can:

• View all shared properties
• See property updates in real time
• Comment and provide feedback
• View shared documents and AI summaries

Clients cannot:

• See your private notes
• See internal tags or agent-only context
• See seller or seller-agent details
• Modify listings or portfolio structure

This separation is designed to protect your workflow.

Managing access (without managing access)

There is no separate “user management” screen for clients. Access is entirely controlled by the portfolio state:

• Portfolio shared → client has access
• Portfolio unshared → no access

This design helps prevent:

• Orphaned users
• Accidental over-sharing
• Permission drift over time

PropWise intentionally keeps this simple.

Common issues & tips

• Wrong email used?

Add the correct client email and re-share.

• Client says they can’t see updates?

They may need to refresh or re-open the portfolio. Updates sync automatically.

• Multiple buyers (spouse, advisor)?

Add them as additional buyers via the portfolio. Each receives their own access.

• Security concern:

Access is portfolio-scoped, not account-wide. One portfolio does not grant access to others.

Related articles

• How to Create a Portfolio
• How to Share a Portfolio with a Client
• How Clients Comment and Give Feedback
• What Happens When a Property Is Updated After Sharing

Updated on: 02/04/2026