Portfolio & reports

Find a lock in Portfolio

Search properties and locks, filter by connection or mapping, and open a lock’s everyday controls.

For

Owners, admins and members granted lock visibility.

Before you start

Portfolio is available to owners/admins and members with lock visibility.

Steps

  1. Open Portfolio

    Choose Portfolio in the main navigation. The Properties & locks list shows saved-lock totals, connection status, battery readings and property connections.

  2. Search or filter

    Use Search properties or locks to enter a property, lock or group. Filter by Booking mapping, Connection or Display group.

  3. Clear filters if a lock is missing

    Choose Clear filters to return to the full list. Standalone / unassigned locks can appear without a booking-property connection.

  4. Open a lock’s next task

    Use Operations for everyday controls and codes. Choose History or Health when those links are available to you.

What to expect

The list narrows to matching locks and reports the visible range and match count. Locks at shared entrances appear once with their property connections. On phones, each lock is shown as a compact card; on wider screens, the same information appears in a table.

If something does not look right

If a lock is still missing after clearing filters, ask an admin to check Connections & setup and refresh the imported inventory.