Invite agency members with explicit permissions
Team management
Give every responsibility an owner.
Agency admins invite agents, assign portfolio responsibility, and keep agency-wide settings separate from day-to-day agent work. Independent agents use the same portfolio tools without an agency team layer.
Portfolio responsibility
The right work. The right person.
Agency administratorAgency oversight
Portfolio managerAssigned properties
Leasing agentProspects and leases
Maintenance workerAssigned work order
All product capabilities01 02 03
Why it matters
Clear access and accountability without shared logins.
Bring your agency’s agents in with role-based access.
Assign responsibility by portfolio
Preserve history when work is handed over
How work moves
From the first step to the next decision.
- 01
Choose the member’s responsibility template
- 02
Grant only the modules and portfolio they need
- 03
Review workload, approvals, and activity
A guided walkthrough
See Portico in your agency’s day-to-day work.
Tell us about your portfolio, team, and current process. We’ll follow up by email and shape the walkthrough around the work that matters to you.