How to create a Portfolio – HOMHERO

Portfolios in Homhero are a powerful way to manage multiple offices, locations, or groups of properties under the same business. They are particularly useful for property managers who want to assign a specific group of listings to designated staff members or view performance by region or property type.

Portfolios can be used to:

Group listings by geographic location (e.g., suburbs, regions, or markets)
Organise apartment groups or property types
Assign listings to specific team members
View statistics and reporting based on the selected portfolio

You can create a portfolio for a single property — for example, "View 1 Only" — to track performance over time. This is especially useful when an owner wants to monitor:

Year-on-year performance
Forward booking projections

Please view our step by step guide below on how to add portfolios in Homhero:

Click Staff Access from your Homhero side menu.
Click the Portfolios tab.
Click the Add button to add a new Portfolio.
Name - Enter the name of the Portfolio. This could be a location, office or staff name etc.
Emails - Any staff emails added here will receive emails for the listings selected. If there are multiple email addresses, please ensure they are separated with a comma.
Receive Emails From - Select the notifications you wish to receive emails from.
Staff Access - Select any staff members you wish to link to this Portfolio. If they are linked to more than one Portfolio, they can change Portfolios them from their User profile.
Note: At least one staff member needs to be selected for each Portfolio.
Areas - Select the Areas you would like to connect to this Portfolio.
Note: Only Areas attached to this Portfolio will trigger the above notifications to the email address listed above.
Click Save.

How to change Portfolio Access
If your Staff Access is linked to multiple Portfolios you will be able to change your Portfolio from the Portfolio drop-down in the top right hand corner of your Homhero account.

Related articles