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

Landlords can send notices and updates to tenants even if they have not activated portal access. This flexibility ensures effective communication with all tenants, regardless of their online access status.

As you are creating a new lease, you can check the Allow Online Access option on the first page. Once you save the lease, the new tenant will automatically be sent the portal activation invite.

In order to get an existing tenant online, they need either a valid email address or phone number, and you need to give them online access. To do this, navigate to the tenant's listing in the Property Matrix interface, which can be found on the Leases tab through Properties or Accounting. Locate the 3-dot menu on the right-hand side of the tenant listing, click it, and select the Details section. From there, check if the tenant currently has access by verifying the 'Online Access' checkbox under the Tenant's Information tab.

If it isn't, click on the checkbox to check it and then Save. This will automatically send the invite message. You can verify this by clicking on the tenant's Messages tab to check if the invite was sent.

If you need to resend this 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 portal activation invites 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 Get Entities Online tool from the Settings > Bulk Actions page.

Make sure Entity Type is set to "Tenant", check off who you want send invites to, and click Save.

After giving a tenant online access, the tenant will have to open the invitation in their messages and it will walk them through on creating the account and the logging into the system. Additionally, ensure the tenant's email address is updated in the system to allow successful activation.

The information displayed will only pertain to 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.