To make my Stessa account accessible to a business partner, do we simply share the same login and password? Or is there a way to invite another user?
We don’t share an email address, so I’m looking for the most manageable way to share the account with minimal fuss.
Never share your login credentials.
You can accomplish this by adding your business partners to the portfolio(s). Go to the “properties” page, then click on the settings button of the portfolio in question (top right). You’ll be able to add their email to the portfolio and they’ll have access when they log-in.
I hope this helps.
Thanks! I figured out the same solution a few weeks ago. It works well. Thanks for taking the time to respond.