Multiple accounts and multiple logins

Setup & Support
1

Our company will have 3 different companies and bank accounts. Is it possible to have more than one company/account? Also, can we have more than one employee log-in?

2

@pkatt Yes. Stessa is designed to handle multiple portfolios (under a single account), each of which can be shared with different users if you like. For your specific need, you’ll want to arrange your Properties into three separate Portfolios, via your Portfolios page.

Just drag and drop your Properties until you have each one in the correct bucket.

You’ll then want to invite collaborators to each Portfolio. Each collaborator will have their own Stessa account/login, and will only have access to Portfolios to which they’ve been invited. The level of access is up to you: Manager, Editor, or Read Only. You can read more about collaborators and permissions in the support article, The Power of Portfolio Collaborators.

For more help with Properties and Portfolios, check out Add / Delete Properties & Manage Portfolios.

As for the separate bank accounts, you’ll be able to connect them and then link each account directly to a Portfolio or Property on a 1:1 basis. No collaborator will have access to your bank connections, but they will be able to see automatically imported transactions data for the Portfolios for which they have access rights.

3

This doesn’t address logging into different Stessa accounts.

I can’t find the button on the bottom left task bar that allowed the user to log out.

Could you please help me with logging out of one account and into another?

Thanks!

4

Where is the log out link?

5

Can this be reversed where each of my clients sets up their own bank accounts that I do not have access to and then shares their account access with me to handle all the accounting/reporting/management of the Stessa account on their behalf? On my main account will it list them all just like portfolios do now on Pro accounts just without the ability to add a bank account?

6

@jeremy1 A team member will reach out to you shortly to discuss the best way to set up the accounts.

7

@victor can they please do that today? I have messaged support twice since July 25 and no one has reached out to me about this yet and I am eager to get my account set up. Maybe you can just explain here for everyone in the future to benefit from the information too? Thanks!

8

Apologies for the delays.

In short, yes, you can gain access to others’ accounts if they invite you as a collaborator to their portfolios.

Once invited, your account will display all the portfolios shared with you. If you’re added as a manager, you’ll have access to both view and edit the data.

9

Thanks, and will upgrading my account give me full features to each llc shared with me or will each one need to be individually upgraded for each property?

10

Unfortunately, no.

The owner of the accounts will need to upgrade to Pro for full-feature access.

11

Thanks. Three questions if you do not mind.

  1. Can you please migrate jeremy+alta@civa.com to jeremy@123x3.com and I’ll upgrade the 123x3.com account?

  2. I could not find a way to add my international properties due to the US Address Validation step - any downside of just using a random address in USA?

  3. Feedback on this one, perfect app, but accounts like Rocket Mortgage (biggest US provider) should not be showing up as credits rather than debits on the automatic bank connection - if you are unable to determine if a linked account is a bank account vs. credit card or mortgage then add a radio box.

12

No problem.

  1. We cannot merge account data at the moment. To confirm, are you looking to get all your data from one account into the other?
  2. We only support US-based properties. I do not recommend using random addresses.
  3. Thank you for the feedback, I will share this with the team.
13

  1. Yes without answers I set up multiple accounts but now see I should be using one. If it’s not possible I’ll just manually handle it.

  2. Can you please let me know the effect of addresses being used that are out of the country? This is for rental arbitrage rather than owned properties so no cost basis or value info or depreciation etc etc