To set up sharing, you will need to go to your properties page. Once there, set up a portfolio with the properties that you want to share with the other person. You can also share multiple portfolios with someone.
In the portfolio menu, select “Share portfolio.” On this page, you can select from your contacts or you can invite a new person from the dropdown. You will need their name and either an email address, phone number, or both.
Once you’ve selected who you want to share with, you will decide what permission types you want.
The first option is "View only" access, which allows them to see your property information, tenant information, and payment requests related to shared properties.
The second option, "Receive rent and deposits", gives them all of the same permissions as view only with the added feature of being able to set up their own Azibo bank account to collect rent and security deposit directly for the properties. Learn more about the permissions here.
When you share with someone, they will receive an email to let them know that you have shared a portfolio. They can sign up if they are a new user, or they can sign in to their account, and they should automatically see your portfolios in their property area.