How to Invite and Manage Client Access in PropWise

TL;DR

When to use this

Use this when you want to:

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

If you’ve created a portfolio, you’re already 99% done.

Step-by-step instructions

Share a portfolio (Best for all client access)

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

That’s it. PropWise does the rest.

What happens automatically

Once you share the portfolio:

• Secure access is created automatically
• The client receives an link to portfolio via email invitation
• Next step for the client is to select their email that is half-hidden
• Security code is sent to them, when they copy it it they enter the portfolio
• The client sees only what they’re allowed to see
• No passwords, roles, or setup steps are required from you
• Access stays active as long as the portfolio is shared

This is intentional. Fewer controls = fewer mistakes.

What clients can and cannot see

Clients can:

• View all shared properties
• See property updates in real time
• Comment and give 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 hard-coded to protect your workflow.

Managing access (without managing access)

There is no separate “user management” screen for clients.

Access is controlled entirely by the portfolio state:

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

This design prevents:

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

Most tools over-engineer this. PropWise deliberately doesn’t.

Common issues & tips

• Wrong email used?

Add the client email and re-share.

• Client says they can’t see updates?

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

• Multiple buyers (spouse, advisor)?

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

• Security concern:

Access is portfolio-scoped, not account-wide. One portfolio ≠ 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: 04/02/2026