Give each renter a secure, self-serve portal: their own view of the tenancy, separate from your landlord workspace.
Invite a renter
From the Renters page (/rentals/tenants) or a renter's detail card, open Resident portal. If the email is missing, use View renter details, then Edit details to add it. Return to Resident portal and click Invite to portal. The email contains a one-time sign-in link that expires after 20 minutes. The renter confirms sign-in to open their portal, with no password or landlord workspace account required. Resend invite sends another sign-in email. A sent status means the email provider accepted it; check the inbox for delivery. Failed or skipped sends remain visible and can be retried.
Generate invite link creates a private URL specific to this renter, /tenant/invite/<token>, and enables their portal access without sending an email. Choose Link expires after first: the company default from Settings, or 1, 7, 14 or 30 days, the same choices as borrower portal links. Use Copy invite link and share it directly with that renter. It works once and expires at the time shown. A new generated invitation replaces prior sign-in links; emailed replacements take effect only when the provider accepts the email. Disable link and generate new (with a reason) turns off unused links, signs the renter out of the portal and issues a replacement. Revoke access links (with a reason) does the same without a replacement; the renter can still request a sign-in email. Anyone holding the link can sign in as that renter, so keep it private. The renter confirms Open my portal to reach their lease items. To return later, use /tenant/login and request a fresh email sign-in link.
What a renter can do
Signed in, a renter sees, for each active tenancy:
- The property and unit and the tenancy status.
- Recorded lease type, start and end dates, and agreed security deposit. The agreed deposit is not the amount currently held or refunded.
- Their balance due, monthly rent, and due day.
- Recent transactions from the rent ledger, with View full history for the complete ledger and running balance.
- Record a payment: amount, method, and a reference, which posts to the tenancy's rent ledger, with an on-screen confirmation. This records a payment already made; it does not collect money or run an online checkout.
- Request maintenance: a title, description and priority, which arrives in your Maintenance as a work order.
- Your maintenance requests: a read-only list of requests that renter submitted on their currently linked active unit with a live status (open, assigned, in progress, completed…) so they can see where each request stands.
- Documents shared with you: files you've explicitly shared (see below), downloadable from the portal home.
Sharing documents
On a renter's, tenancy's or property's Documents area, each file has a Share toggle. Flip it on and the document appears in the renter portal for the renters on that scope (their tenancy, their unit or property, or documents attached to them directly); flip it off to withdraw it instantly. Sharing is off by default, every flip is audited, and the portal re-checks the renter's session and the share flag on every download. A renter can never reach an unshared file, even with a saved link.
How it's separate
The renter portal is its own signed-in area. Renters don't have a NoteHarbor account and never see your other tenancies, loans, or reports. It's the rental counterpart to the loan-side borrower portal.
A renter only ever sees their own tenancies. Payments and maintenance requests they submit flow straight into your Rentals workspace.