Managing Multiple Accounts: Grouped vs. Separate
If you use one email address to manage multiple accounts or properties, you’ll be able to toggle between them in your Customer Portal.
When logging in, you’ll see a screen asking how you’d like to manage your payment methods. It may look something like this:
- Click “YES” to share a payment method across all your accounts
- Click “NO” to keep payment methods separate for each account
Doesn’t look like your screen?
If you’re seeing a “Great News!” message, here’s what to do:
✅ Check the boxes next to each account you’d like to group together. This will let you:
- Use one payment method (like ACH ****1234) across all selected accounts
- Receive a single email with a summary of balances for those accounts
🚫 Leave the boxes unchecked if:
- You want to keep payment methods separate for each account
- You plan to add team members who shouldn’t have access to all grouped account details
Grouped Accounts – One ACH for Multiple Invoices
If you choose to group accounts, you can:
- Use a single ACH payment method (e.g., ACH ****1234) for invoices across all accounts
- Receive one email with a summary of all balances
You’ll access grouped accounts using the dropdown menu in the top-left corner of your Customer Portal. You can switch between accounts or view them all at once.
Note: Once accounts are grouped, all of them must use the same payment method. Autopay settings will also apply across the group.
Only group accounts if:
- You want one payment method across all accounts
- You’re okay with all linked users seeing combined balances
Separate Accounts – Separate Payments, Separate Access
If you prefer to keep accounts separate, each account will have:
- Its own payment method
- Individual email notifications for balances and invoices
You’ll access separated accounts via the account switcher icon (beside your name or avatar) in the top-right corner of the portal.
Keep accounts separate if:
- You use different payment methods per account
- Some contacts should only see one specific property’s info
Need to Make a Change?
To group or separate accounts (or undo a previous setup), just email us, we’re happy to help!
