Tenant Portal
Invite tenants to the portal, onboard access, and manage tenant-facing workflows.
Use this guide to roll out tenant self-service safely, from invitation to ongoing portal usage.
What the tenant portal includes
The tenant portal gives tenants direct access to their core workflow surfaces.
- Dashboard overview for current lease and outstanding obligations.
- Lease visibility for current tenancy details.
- Documents access for invoices, quotes, and receipts.
- Maintenance request creation and status tracking.
Prerequisites before inviting tenants
Prepare these prerequisites so invitation acceptance succeeds on first attempt.
- Tenant contact type is set to tenant.
- Tenant contact has a valid email address.
- Tenant lease and unit linkage are complete.
- Organization context is active for the operator sending the invitation.
Send a tenant portal invitation
Use this exact workflow from the app to invite a tenant.
Tenant acceptance flow
Tenants complete account creation from the invitation email, then enter the portal automatically.
Post-invitation verification
Verify these checks after each invitation batch.
Confirm invite success, confirm no duplicate contact records, and confirm the tenant contact now has active portal access.
Confirm tenant can view lease details, view documents, and submit one maintenance request successfully.
Common invitation issues
Use these controls to resolve tenant access issues quickly.
- If invitation is invalid, resend from the tenant row actions.
- If tenant cannot find email, verify contact email value and retry.
- If tenant lands on wrong account, ask tenant to sign out and reopen the latest invitation link.
Invitation hygiene
Avoid sending multiple invitations rapidly to the same tenant. If you need to retry, ask the tenant to use the newest invitation email link.
Next steps
- Manage tenant identities in Contacts.
- Validate resident workflows in Maintenance.
- Use Troubleshooting for invitation failures.
Last updated on