Create subaccounts per plan. Invite team members and assign roles (Account Admin, Subaccount Admin, Subaccount Team). Switch between agency and subaccount from the sidebar. Optional subdomains.
No unit minimums • From $19/month • No credit card required
Create and organize your subaccounts
Multiple clients or portfolios in one pile. Team members need different access. Get subaccounts, roles, and a sidebar switcher so each scope stays clear.
Before
You manage properties for multiple clients or separate portfolios. Everything is mixed together. You cannot separate finances or give clients their own view.
After
Create subaccounts for each portfolio or client. Each subaccount has its own properties, tenants, income, expenses, and team. Your scope, your dashboard. Switch between agency and subaccount from the sidebar.
Before
Team members need different access. Some should see the whole agency; others only specific subaccounts. Managing who sees what is messy.
After
Invite team members by email and assign a role. Account Admin sees the agency; Subaccount Admin and Subaccount Team Member are tied to specific subaccounts. Permissions control which subaccounts each person can access.
Before
Switching between portfolios means logging in elsewhere or losing context. You waste time and make mistakes.
After
Switch between agency and any subaccount from the sidebar. No second login. Agency view and subaccount views are built in by scope. Optional subdomains per agency or subaccount for a dedicated URL.
Before
You cannot track performance by portfolio. You do not know which client or portfolio is profitable.
After
Income, expenses, and financials are scoped per subaccount. See performance per portfolio. Generate reports per subaccount. Your scope, your numbers.
Create subaccounts up to your plan limit. Invite team members and assign roles. Switch scope from the sidebar.
From the Subaccounts page, click Create Subaccount (within your plan limit). Add name and details. Each subaccount gets its own properties, tenants, income, expenses, and team.
From Team, click Add Team Member. Enter email and choose role: Account Admin (agency-wide), Subaccount Admin, or Subaccount Team Member. For subaccount roles, select which subaccount they can access.
Use the sidebar account switcher to move between agency and any subaccount. Enable optional subdomains in app settings for agency or each subaccount so each scope can have its own URL.
Subaccounts per plan, team invitations and roles, permissions by subaccount, sidebar switcher, optional subdomains, plan limit indicator, financials by subaccount.
Create subaccounts up to your plan limit. Basic includes 0; Foundation 1; Growth 2; Enterprise 4. Plan limit indicator shows current count and limit. Create subaccount opens a modal to add name and details.
Each subaccount has its own properties, tenants, contacts, income, expenses, documents, and tickets. Data is scoped by subaccount. No mixing between portfolios.
Invite team members by email. Assign role: Account Admin (agency-wide), Subaccount Admin, or Subaccount Team Member. For subaccount roles, pick which subaccount they can access. Pending invitations show in the team table.
Account Owner has full access. Account Admin can manage agency and subaccounts. Subaccount Admin and Subaccount Team Member see only the subaccounts they are assigned. Association column shows Account or Sub Account per row.
Sidebar includes an account switcher. Switch between agency view and any subaccount you have access to. No second login. Your scope, your dashboard.
Agency and each subaccount can have an optional subdomain (e.g. agency.rezides.com, portfolio.rezides.com). Enable and set subdomain name in app settings. Middleware rewrites subdomain requests to the correct scope.
Subaccounts page shows current subaccount count and plan limit. Create subaccount checks limits before opening the form. Upgrade when you need more subaccounts.
Income, expenses, and financial reports are scoped by agency or subaccount. View performance per portfolio. Export or report per subaccount for client reporting.
Create subaccounts per plan, invite team members, assign roles, and switch scope from the sidebar. From $19/month.