/tenant-portal (resident-facing)
The tenant portal is the resident’s view of their own tenancy. Residents never see the operator
app; they see their units, their money, and their requests.
Everything a resident does in the portal lands in the same records your team works from. A service
request raised in the portal appears in your service requests list; a
payment appears in Payments. There is no separate inbox to watch.
What residents see
Balances and allocation transparency
The portal shows the resident’s balance and, crucially, how their money was applied. A payment that settled three invoices shows all three. This single feature removes most “I paid, why do you say I owe” conversations before they reach your team. Transaction types the resident sees include invoices, payments, credits, adjustments and refunds — each with its date, amount and effect on the balance.Raising a service request
Residents choose a category and subcategory and describe the problem. Categories cover the common cases directly — plumbing (leak, blocked drain, no hot water), electrical (power outage, lighting), HVAC (no cooling), appliances (fridge), doors, cleaning, pest, noise, safety concerns, inspections and general. Structured categories matter: they route the work and make maintenance reporting meaningful in a way that a free-text box never does.1
Resident submits
With category, description and photos.
2
It lands in your queue
Triage and assign it like any other request.
3
Keep them updated
Status changes and closure should reach the resident. See
Communications.
Payments
Residents pay through the portal against the accounts you have exposed to payers. Which bank accounts appear as payment destinations is your configuration — review it whenever you add an account. See Bank accounts.Notices, polls and amenities
Where enabled, residents also see published notices, vote in polls, and book amenities within the access policy you set.Giving a resident access
Portal access follows the resident record and the units it is associated with. A resident with two units sees both and can switch between them.1
Check the resident record
A valid email is required; the phone number drives SMS notifications.
2
Confirm the unit associations
Access is derived from them. Stale associations show units the resident no longer holds.
3
Invite them
Then confirm they can sign in and see the right units.
Supporting portal users
Public surfaces
Two resident-facing flows sit outside the portal login:- Apply (
/apply) — the public lease application form. See Lease applications. - Acknowledgement and signature links — secure single-use links for acknowledging a letter or signing a document, sent by email. See Documents and templates.