Invite Tenant to the Portal (Through Leases)

Your tenant needs an email invitation to access the tenant portal? No problem, follow the steps to send the invitation email to your tenant. 

 

STEP 1: Navigate to Tenants & Leases → Leases 


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STEP 2: Select the Lease in question


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STEP 3: Select Actions→ Send Mail 

 

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STEP 4:  Select Recipient(s)  → Send


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The invitation is now sent to the tenant’s email address. 

 

The template of the Tenant Invitation email can also be edited. Please follow the steps below to edit the template. 

 

STEP 1: Navigate to Administration → Policies 

 

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STEP 2: Select Templates  Email Templates 

 

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STEP 3: Select the template; Tenant Invitation

 

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STEP 4: Select the edit button to make changes to the default template

 

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STEP 5: Select Save to save your changes Save as New Version or Save as Current

 

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