Configuring Tenant Portal Settings

Turn on and configure the tenant portal for your company

Samuel avatar
Written by Samuel
Updated over a week ago

Overview

Your DoorLoop tenant portal is customizable to meet your business needs. You can configure your tenant portal to receive payments, tenant requests, proof of insurance, and change the appearance of the portal itself. After you configure your tenant portal settings, make sure you invite your tenants to use the portal!

Accessing Tenant Portal Settings

  1. The first step in configuring your tenant portal settings is to click on Settings on the main menu.

  2. Navigate down to the Property Settings section and click on the Tenant Portal button.

  3. Refer to the section below to learn what each of the tenant portal settings do. When you are happy with the changes you have made, click the Save button to update your tenant portal settings.


What the Tenant Portal Settings Do

Portal Contact Info

You have the option to set company information, including an address. Note that the Company Name will show on tenant portal invite emails and emailed Rent & Payment Notifications. All the other information is for reference only, and currently doesn’t appear anywhere else in the portal.

If your properties are owned or managed by different LLCs, you can set a unique company for each of your properties by using property tenant portal settings.


Theme Settings

Here you can configure how your tenant portal looks:

  • Add a custom company Logo (Recommended Size: 300x100), which will appear in the upper left corner of your tenant’s portals.

  • Edit the Color Theme, which changes the background banner color.

  • Add a custom background image for the portal (Recommended Size: 1920x1080).


Features

Here you can set the ability for your tenants to do the following:

  • Permissions - Allow tenants to access the tenant portal.

  • Insurance - Require tenants to upload insurance.

  • Payments - Make online payments, allow partial payments, and view their lease ledger.

  • Payment Method - Decide whether you want to allow ACH and/or Credit Card payments.

  • Requests - Submit new online requests and view open requests.


Tenant Requests

If you want to display additional instructions for your tenants when they submit requests in their portal, enter those in the Tenant Request Instructions box.

This could be a reminder to give a complete description of the issue, the tenant's availability, or asking them to submit a picture.


Portal Invites

You can easily modify the email invite sent out when inviting your tenants to their tenant portal. You can change the Title (which will be the email subject), the Subtitle (which can act as the email greeting), and the Email Body.

Note that by default the Subtitle will insert the tenant’s name and the company name you set in the Portal Contact Info.


Portal URL

You can easily customize your Tenant Portal URL to your company brand. Enter your chosen custom URL into the subdomain box under URL Structure.

Note: If you use an invalid character such as a space, dash, or punctuation you will see an “Invalid subdomain” error below the subdomain box. If you pick a subdomain that has already been chosen, you will get an error message when you try to save saying the subdomain has already been taken.


Change tenant portal settings for a specific property

  1. Go to Rentals and click Properties.

  2. Click on the property you want to edit.

  3. Click on the View Settings button or the Settings tab.

  4. Click on the Tenant Portal button.

  5. For each setting, anything that you want to be different from the company default settings, you would use the Specify option and enter any info that might be different from the default.

  6. Click Save to finish.


Change tenant portal settings for a specific lease

  1. Go to Leasing and click Active Leases.

  2. Click on the lease you want to edit.

  3. Click on the Settings tab.

  4. Click on the Tenant Portal button.

  5. ​You will only be able to set portal Features at the lease level. Click Specify portal features for this lease to create custom tenant portal features just for this lease.

  6. Click Save to finish.


Next Steps

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