Add and invite a tenant
Add a tenant to your roster, review the rental, and send a portal invitation.
On this page
Check the tenant roster for an existing account. Have the person's name and email; a text invitation also needs their mobile number and confirmation they asked to be texted.
Open your tenant roster
Open Tenants and select Add new. Enter the tenant's first and last name and email address.
Review the invitation
Choose Email, Text, or Email & Text. For a text invitation, enter the mobile number and confirm that the tenant asked you to text them at that number. Select Next: review invite, then choose the rental or Not yet.
Send and check the result
Review the details and select Send invite. Read the result before leaving the page; if the account was created but the invitation could not be sent, use the retry guidance or resend from the tenant profile.
Check the result
- The tenant profile appears in the roster. Read the invitation result separately: the account can exist even when the invitation could not be sent.
FAQs
Can I add the person without sending an invitation yet?
Use Add now and invite later, then Add without an invite. An email is still required, and you can invite them from their profile later.
What should I choose if the rental is not decided?
Choose Not yet on Which rental? Selecting a rental does not create the lease or rent collection setup.
The account exists but the invitation failed. Should I add the tenant again?
Open the existing profile and use the invitation recovery or resend option. Creating another tenant is not the recovery step for an existing account.