To get started, head over to the Tenants tab. Once you are here, right-click on a tenant > select Edit Tenant.
Once you are on the Edit Tenant page, to set up the portal you must do the following:
- Enter the tenants email address (this will be their username)
- Generate a password for the tenant, 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 tenant 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 Tenant Screen **
Below is a sample of the auto-generated portal email:
Beyond your custom web address, Tenants can login to their portal at this universal web address: www.rentecdirect.com/tenants
The Tenant is presented with a Summary Tab, Statement Tab, Repairs Tab, Payments tab (if enabled), File Tab (if you have shared any files with the tenant) and a Settings Tab.
If you are a PM client, follow this link for instructions on setting up the Owner Portal.