In the portal, tenants can see their ledgers, balances, make payments, and share documents.


To invite tenants to their portal, navigate to a Tenant Contact page via the top search bar or the Tenant Contact index (People > Tenants):

Or from the Occupancy page.

If they already have a portal account, the button will be unavailable.

This is what the invite dialog look like. You can add your own message:

The email to the tenant will come from and look similar to this:

The portal itself can be found at and you can direct tenants to these help docs:

  1. How to Add a Bank Account & Make Payments

  2. Payment Processing & How to Cancel a Payment

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