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Giving Tenants Online Access

Tenant online access allows tenants to log in to the tenant portal. From the tenant portal, tenants can make payments, view billing history, upload documents, submit maintenance requests, and send messages.

Written by Conor Taliancich

You can give tenants online access when adding a new tenant, update online access for an existing tenant, or activate tenants in bulk.

Give Online Access to a New Tenant

You can give a tenant online access while adding the tenant to a lease.

  1. Open the lease.

  2. Click Actions in the top right of the page.

  3. Select Add Tenant from the dropdown menu.

  4. Enter the tenant’s information.

  5. Check Allow Online Access.

  6. Enter the tenant’s email address and phone number, if available.

  7. Review the tenant role.

  8. Click Save.
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The tenant is added to the lease with online access enabled.

Give Online Access to an Existing Tenant

You can turn on online access for an existing tenant from the tenant’s lease details.

  1. Click Tenants from the left navigation menu.

  2. Select the tenant you want to update.

  3. Click the Details tab.

  4. Expand the tenant information section.

  5. Check Online Access.

  6. Scroll down and click Save.
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The tenant now has online access enabled.

Confirm Tenant Portal Invite

Tenants that are given online access will receive an automated message from you inviting them to the portal. You can check that in your messages tab.

  1. Open the tenant record.

  2. Click the Messages tab.

  3. Select the most recent message thread.

  4. Confirm that the activation message was sent to the tenant.
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The message will include the tenant portal activation link that allows the tenant to access their account.

Resend a Portal Activation Email

You can resend the portal activation email if the tenant did not receive the original activation message or needs a new activation link.

  1. Click Tenants from the left navigation menu.

  2. Select the tenant.

  3. Click the Details tab.

  4. Expand the tenant information section.

  5. Click the three-dot menu on the right side of the tenant information section.

  6. Select Resend portal activation email.
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The tenant receives another portal activation email.

Activate Tenants in Bulk

You can use bulk actions to enable online access for multiple tenants at the same time.

  1. Click your profile or company menu in the bottom left of the page.

  2. Select Settings.

  3. Click Bulk Actions from the settings menu.

  4. In the Bulk Actions page, locate Get Entities Online.

  5. Click the pencil icon next to Get Entities Online.
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  6. In the Enable Online Access for Entities window, select Tenant from the Entity Type dropdown.

  7. Check the Online Access box next to each tenant you want to activate.

  8. Click Save.
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The selected tenants are enabled for online access.

Preview the Tenant Portal

You can log in as the tenant to confirm what the tenant will see after online access is enabled.

  1. Click Tenants from the left navigation menu.

  2. Select the tenant.

  3. Click Login as Tenant at the bottom of the tenant record.
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The tenant portal opens in a window labeled As seen by [Tenant Name].

What Tenants Can Do With Online Access

After online access is enabled, tenants can use the tenant portal to:

  • Make payments.

  • View billing history.

  • Upload, view, and download documents.

  • View signed documents.

  • Submit maintenance requests.

  • Send messages.
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For more information on how to guide your tenants through their portal, go to Tenants using Online Access.

Important Notes

  • Tenants need online access enabled before they can use the tenant portal.

  • Make sure the tenant’s contact information is correct before enabling or resending online access.

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