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New Feature October 20th 2025!  Portfolio & Permissions

Create Portfolio Groups to distinguish Team Member Permissions to specific Sets of Properties!



Manage team access to properties in Livable Pro using Portfolio permissions. Follow these simple steps to control who sees which properties.

Step 1: Go to Team Settings Click your profile icon in the top right to open Team Settings.

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Step 2: Create Portfolios Create a portfolio to group properties. Click Add, enter a name, add team members, and click Create.

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Step 3: Add Properties to Portfolios Choose which properties are in the portfolio and adjust settings as needed.

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Step 4: Assign Team Access Back in Team Settings, edit each team member's access to specific portfolios.

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Step 5: Keep Access Updated Update portfolio access or change permissions anytime.

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For more help, contact Livable support or visit the Help Center.