Invite tenants to the tenant portal

The tenant portal gives each tenant a simplified space of their own: their rent ledger and payment history, the documents you’ve shared with them, and their signed lease. No password to forget — they sign in with a magic link.

1. Go to Team and open the Tenants section. This is where tenant invitations live, separate from team member invitations.
2. Send an invitation to the tenant’s email address. They receive a link that signs them in directly — no password to create or remember.
3. Each invitation shows its status. While it’s pending you can Re-send it; if a tenant moves out or shouldn’t have access, Revoke it. Access stops immediately.
4. Share documents with the tenant from Drive or the lease record — shared files appear in their portal automatically. The signed lease is the obvious first one.

What the tenant sees

• Their own rent ledger: charges, payments, and current balance for their lease.
• Payment history for the tenancy.
• Documents you shared with them, including the signed lease.

Tips

• Invite tenants when the lease is signed, not months later — it cuts the “can you send me my lease again?” emails to zero.
• A revoked invitation is not a deleted tenant. The tenant record, lease history, and ledger stay intact; only portal access is removed.
• Tenants can’t see other units, other tenants, or anything about your portfolio. The portal shows exactly one tenancy: theirs.