Tenants and leasesLandlords8 min read

How to invite and manage tenants

Quick answer

Open Tenants, start an invitation, enter the tenant’s contact and rental information, then use the tenant detail page to review the relationship and continue to leases, messages, or maintenance.

Open the tenant directory

Choose Tenants from the landlord navigation. Review existing tenant relationships before sending a new invitation.

Landlord tenant directory with safe sample tenant data.

Start a tenant invitation

Select the invite action and enter the tenant’s contact information. Use an email address the tenant controls so they can securely accept the invitation.

Tenant invitation form using safe mock contact data.

Choose the property and unit

Link the invitation to the correct property and unit. Review the rental context carefully so the tenant sees only the information intended for that relationship.

Tenant invitation form showing property and unit assignment controls.

Review the tenant detail page

Open the tenant after the invitation is accepted to review contact, rental, lease, payment, document, message, and maintenance context available to you.

Tenant detail page for a safe sample tenant relationship.

Keep the rental relationship current

Update the linked rental or relationship status when circumstances change. Do not reuse one tenant record for a different person.

Tenant detail workspace used to review the current rental relationship.

Common questions

Answers at a glance

What does a tenant need to receive an invitation?You need the tenant’s working email address and the correct property and unit to establish the intended rental relationship.
Where do I see an invited tenant’s information?Open Tenants and select the person to reach the tenant detail page.

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