1.
Adding and Inviting a Tenant
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Create a tenant record and send a portal invite so they can access their lease, payments, and maintenance.
2.
Navigating the Tenants Dashboard
Learn how to use the Tenants dashboard to view stats, search tenants, and manage records at a glance.
3.
Understanding the Tenant Detail Page
A walkthrough of the tenant detail page, including the sidebar metrics, lease status, and quick actions.
4.
Managing Tenant Tabs and Records
Explore the four tabs on the tenant detail page: Profile, Requests, Documents, and Co-Tenants.
5.
Editing, Messaging, and Deleting Tenants
How to update tenant info, send messages, invite tenants to the portal, and remove tenant records.