---
title: Tenant Portal
summary: Give a lessee their own view of the lease — statements, insurance on file, and a way to send you a certificate or report a problem — behind a magic link, with no login to manage.
order: 20
---

::callout{type="info"}
This app's labels ship in US English first. They can be translated for the
whole platform, and a workspace admin can override any of them.
::

# Tenant Portal

Most of what a tenant asks you is something you already know. *What do I owe?
Did you get my insurance certificate?* And most of what they need to tell you
is something you would rather have in writing: *here is our renewal, the heater
is out again.* Tenant Portal handles both directions without a phone call, and
without you administering another set of logins.

## One link, one lease

A portal link is issued against a single lease. Whoever holds it sees that
lease and nothing else — not the rest of your portfolio, not another tenant's
statements, not the same tenant's other sites. If a company leases three suites
from you, that is three links, because each one is a different agreement.

There is no password. The link is the credential: you send it, they open it, it
works for sixty days. Nobody creates an account and nobody calls you to reset
one.

## What they see

**Their statements.** Every invoice issued under the lease, with the amount,
the period and the due date. A statement appears the moment you issue it — a
draft you are still working on stays yours.

**Their insurance.** Every certificate on file for the lease, with carrier,
coverage and expiry — including the ones they sent you. Anything past its expiry date is marked expired against
today's date rather than against a status someone remembered to update, so the
answer to "are we covered?" is the one the calendar gives.

## What they can send you

Both of these are **off until you turn them on**, and each is separate. A
portal that only shows statements stays that way.

**A certificate.** They attach the file and say who the carrier is and when it
expires. It arrives marked **Submitted** and waits for you — a tenant can tell
you what their certificate covers, but they cannot mark their own insurance
verified. You review it and decide.

**A request.** They describe what is wrong and pick a category, and it opens as
a work order on your board, already attached to the right property and unit.
Nothing lands as an untraceable note.

Everything they send is stamped with where it came from and who sent it, so a
submission never looks like something you entered yourself.

There is a limit on how much can be outstanding at once — ten certificates
awaiting review, or ten open requests, per lease. A tenant with ten open
requests needs a conversation rather than an eleventh, and the limit means a
link that ends up in the wrong hands stays a nuisance.

Files are scanned before they are stored, and anything that fails is refused
outright rather than quarantined.

## What they never see

The portal shows a fixed set of fields, chosen on the server. It is not a
filter over the full record — the fields that are not on the list are never
sent, so an internal note on an invoice cannot reach a tenant because someone
changed a setting.

Your payables are not on it at all. What you pay out is not a tenant's
business, so there is nothing to expose and nothing to misconfigure.

A tenant also cannot decide where what they send you lands. The lease their
link was issued against is the lease their certificate or request attaches to —
that comes from the link, never from the form.

## Turning it on, and off

Publishing is what turns the portal on. Until you publish it, a link is inert —
issuing one does not open anything. That means you can prepare access and
decide separately when it goes live.

The same is true of each part of it: publishing describes the portal you want,
so you choose whether tenants can send you certificates, whether they can
report problems, or neither. Turning something on later does not mean reissuing
anyone's link.

Revoking a lease's access cuts every link for it at once. The next click tells
that person their link has expired and to ask you for a new one, which is what
you want when a tenancy ends or a contact leaves.

## Works with Lease Manager

Tenant Portal is a window onto the lease records Lease Manager keeps — the
leases, the invoices, the certificates. Install Lease Manager alongside it to
have something to show; the portal is free and uncapped either way, and the
order you install them in does not matter.