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    Adding and Inviting a Tenant

    Create a tenant record and send a portal invite so they can access their lease, payments, and maintenance.

    Adding and Inviting a Tenant

    Add and Invite a Tenant

    Create tenant records and give them access to their own portal.

    Steps

    1. Navigate to Tenants and click Add Tenant
    2. Enter the tenant's name, email, and phone number
    3. Save the tenant record
    4. Click Send Invite to give them portal access
    5. The tenant receives an email with login instructions

    Tenant Portal Access

    Once invited, tenants can:

    • View their lease details
    • Submit maintenance requests
    • Check invoice history
    • Communicate with you directly

    Tips

    • Double-check the email address before sending the invite
    • Tenants must verify their email to access the portal