To get started, head over to the Accounts tab. Once you are here, right-click on an Owner > select Edit Owner.
To set up the portal once you are on the Edit Owner page you must do the following:
- Enter the owners email address (this will be their username)
- Generate a password for the owner, by clicking on the paper-pencil icon next to where it says Password (they have the ability to change this when in the portal, however if they ever need the password reset, then you will need to do it for them on this page)
- Check the Enable Portal box
- After you have clicked the paper-pencil icon next to where it says Password, a box will pop up where you can create a custom password or have the system auto-generate one for you by clicking the green icon. To prompt an email notice to your owner with login and password instructions, be sure to select the email box and the submit button.
** Always make sure to SAVE CHANGES at the top or bottom of your Edit Owner Screen **
Below is a sample of the auto-generated portal email:
Beyond your custom web address, Owners can login to their portal at this universal web address: www.rentecdirect.com/owners
The Owner is presented with a Summary Tab, Properties Tab, Statement Tab, File Tab (if you have shared any files with the owner) and a Settings Tab.