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Set up the client login

  • Updated

Learn how to set up the client login so owners can securely view real-time property information, documents, and feedback.

This article covers:

Before you start

What you’ll need:

Make sure you have a property to reference and appropriate access to the Owner Feedback tab.

  • You’ll configure access per owner from a property record
  • Have the owner’s email ready (used by default as the username)
  • Decide what data the owner should see (via Grant Access options)

Set up owner access (staff)

Create or select a login profile, choose a username, set the permissions for the owner, and send the activation email.

To set up access:

  1. Go to: A property card
  2. Click the Owner Feedback > Client Login
  3. Find the owner in the list and click Setup Access
    Setup-access.png
  4. Configure the profile and visibility:
  • Profile - Defaults to Create new. Choose an existing profile if the owner already has one
  • Username - Defaults to the owner’s email. You can choose a different format if required
  • Grant Access - Select the data the owner can view in Client Login
  • Prospective Buyers - Choose whether to show first name, full name, or hide buyer names
    Client-login.png
  1. Click Save/Update to apply your settings
Note: You can edit an owner’s client login settings at any time via Setup Access.
Send-login-details.png
  1. Click Send Login Email to send activation instructions to the owner
  2. Verify the information is accurate:
  • Ensure the correct email address is selected if multiple options exist
  • The default subject appears, which can be edited if necessary
  • Change the sender if needed
    Send-login-details-confirm.png
  1. Click Send login Email

Note: The activation link expires 48 hours after being sent. The password owners' set is encrypted and known only to them.

Tip: Use Send Login Email again to help an owner reset their password if they forget it.

Activate your account (owner)

What happens next:

Owners complete activation from the email you send and set their password to access the portal.

Owner's steps:

  1. Open the Client Login access email and click Activate Account
    Owner-received-email.png
  2. Create a new password for Client Login
    Change-password.png
  3. Click Set Password
  4. Use the Client Login link in the email to sign in with your username and new password
Tip: If the link expired: Ask your property manager to resend the Login Email so you can activate it again.

What's next?

Learn how to share documents with owners via Client Login by selecting files in the Accessible Files section. Also, discover how to help owners reset or recover their access, whether through self-service or staff-assisted options.

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