Inviting tenants to their portal — what they see and what they can do

1. Open the client in People › Clients and press Invite to portal.
2. Choose how to send it. WhatsApp opens a message with the link already in it; email sends it from your workspace; Copy link lets you hand it over any other way. The link works once and expires after seven days — you can send a fresh one at any time.
3. They set their own password on first visit, at your workspace address. They will be asked to turn on two-factor; you can make it required in Settings › Security.
4. Preview before you send, or after. View as tenant on the client's page shows you their portal exactly as they will see it, while your own session carries on untouched. A banner shows whose view you are in; Close tenant view returns you.

What a tenant can see

• Balance — due, overdue and settled, with the invoice that makes up each figure.
• Invoices — every one addressed to them, as a PDF, with payment details and QR codes. Nothing addressed to anyone else.
• Tenancy — unit, dates, rent, deposits held. A warning appears sixty days before the end date.
• Agreements — the lease to sign, and the signed copy to download afterwards.
• Support — a form to report a problem with a photo, and the status of what they have reported.

What a tenant can never see

Other tenants. Your staff. Your costs, your profit, your stock. The portal is served from a separate door with its own session, and it can only reach eight pages; everything else in the workspace simply does not exist from that side. If a tenant types a staff URL they get a sign-in page, not a glimpse.

Describes the platform as it is today. Something out of date? Tell us. · help 0.71.0