Tutorials
Guides to get the most out of Portfolio Desk
Organized by role, with real screenshots of the actual product. Every task lives under the least-privileged role that can perform it.
Internal roles
Viewer Guide: Portfolio Visibility & Reporting
Everything a read-only teammate can do out of the box: analytics dashboards, report exports, the lease expiration calendar, residential unit and vacancy overviews, and resident announcements.
Editor Guide: Leasing, Maintenance & Operations
Run the day-to-day: the lease register and lease detail pages, the maintenance ticket queue, HVAC contracts, office transitions, digital waivers, operating expenses, the administration hub, and insurance certificate tracking.
Accountant Guide: Books, Billing & Owner Accounting
Work the general ledger and journal entries, financial statements, accounts payable and receivable, budget vs. actuals, owner/trust accounting, and the rent collection dashboard.
Admin Guide: Team, Security & Organization Settings
Set up the organization from scratch: the portfolio dashboard, offices directory, team members and role assignment, organization site settings, API keys, webhooks, and the full activity/audit log.
External portals
Resident Portal: What Your Tenants See
A tour of the self-serve resident portal: lease details, account balance, maintenance requests, documents, and announcements, from the invite link to the portal home.
Owner Portal: What Property Owners See
A tour of the owner portal that gives the property owners you manage for their own view of statements and distributions, without giving them access to your internal tools.
Vendor Portal: What Contractors See
A tour of the vendor work portal: assigned work orders, status updates, and the flow a contractor uses to close out a maintenance ticket.
Client Portal: What Commercial Landlords See
A tour of the client portal for commercial landlords: property and contact details shared without exposing your internal management tools.