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# How to Invite and Manage Client Access in PropWise

### TL;DR
|| To invite a client, you can simply share the portfolio. PropWise automatically manages the invitation, access permissions, and ongoing access management, eliminating the need for manual user setup.
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### 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.
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### 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](https://propwise.crisp.help/en/article/how-to-share-a-portfolio-with-my-client-z9lvqg/)
* [How Clients Comment and Give Feedback](https://propwise.crisp.help/en/article/how-buyers-leave-feedback-on-properties-2c1zep/)
* [What Happens When a Property Is Updated After Sharing](https://propwise.crisp.help/en/article/what-happens-when-a-property-is-updated-after-sharing-rsofvi/)