Invite a tenant to their portal
Add tenant contact details, review the rental and send a portal invitation.
On this page
Before you start
- Have the tenant’s first and last name and correct email. A text invitation also needs a mobile number and the tenant’s requested text contact.
Enter the tenant details
Open Add a tenant and enter First Name, Last Name and Email. Choose Email, Text or Email & Text for the invitation.
Review the rental and send
Choose Next: review invite. Select the Rental, or Not yet if it is not assigned, then review the details and choose Send invite.
Check the invitation result
Read the result, then open View tenant. If the account exists but the invitation could not be sent, use the resend action from the tenant profile.
Check the result
- The result distinguishes the tenant record from invitation delivery. View tenant opens the record; sending an invite does not create a lease or prove the tenant signed in.
FAQs
The tenant was added but the invitation failed. Should I add them again?
Open the existing tenant profile and use its resend action. First check the email or phone shown in the failed attempt.
Can I add the tenant before choosing a rental?
Yes. Choose Not yet for the rental, or use Add now and invite later to save contact details without sending. Link the rental and set up the lease separately.