By giving your tenants online access you will both be able to perform multiple tasks at any given time.

In order to get your tenants online, they need a valid email address and then you need to give them online access. You can do this from the Lease tab on either the Properties or Accounting pages. 

Then go into the Details tab, and the Tenant's Information tab. From there you will be able to see if they currently have access by seeing if the Online Access check box under the Tenant's Info is marked.

If it isn't click on the three dot menu on the right and then check the box off, and then Save on the bottom right. This will then send them the invite email automatically. You can check this by going into Accounting -> Tenants and clicking on the appropriate tenant, then the Messages tab.

If you need to resend this email invite, you can find this option from the Lease tab, and the Details tab, and then the three dot menu on the right side of the Tenant's Information tab, there is an option there to resend.

If you want to send these invite emails to everyone in the system at once, we have a tool on our end that can do that for you, so just ask your support rep and we can send out those emails on your behalf. Or you can do it from the Send Messages option from the three dot menu near the top left of the Accounting - Tenants page.

The tenant will have to open the invitation in their email and it will walk them through on creating the account and the logging into the system.

The information displayed will only pertain the the tenants accounts, bills, maintenance, etc. all other information through Property Matrix will remain private. 

Once a tenant has been logged in and their account is created you will notice a Login as Tenant button appear. This is just below the Tenant name on the Properties page, and on the bottom of the screen on the Accounting page.

Clicking on it will give you a preview of what the tenant will view on their screen when they login. Here you will also be able to walk them through some items if they need help.

To learn more about the tenant portal online, visit the Tenants Using Online Access article to learn about more features your tenants can use.