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Set Up Default Tenant Portal Settings

Configure default tenant portal settings in DoorLoop — enable online payments, maintenance requests, announcements, and customize the portal appearance.

Written by Samuel

Overview

Your DoorLoop tenant portal is customizable to meet your business needs. You can configure it to receive payments, tenant requests, and proof of insurance, and change the appearance of the portal itself. You can customize these settings at the company, property, or individual lease level — most properties can simply use the company-wide settings, with exceptions set where needed.

After you configure your tenant portal settings, make sure you invite your tenants to use the portal.

Walkthrough Video

Tenant Portal Settings Walkthrough Video Link.

The Steps

  1. To set your default tenant portal settings, click Settings on the main menu. Then under the Company Defaults section, click Tenant Portal.

  2. Refer to the section below to learn what each of the tenant portal settings do. When you're happy with the changes you've made, click Save to update your tenant portal settings.

What the Tenant Portal Settings Do

Step 1: Edit Permissions

The Permissions tab is where you control what your tenants can do and see on their tenant portal. Each toggle below can be turned on or off depending on what you want to allow:

  • Portal Access

    • Allow tenants to access the tenant portal — The master toggle for portal access. Turning this off removes the tenant's ability to log in entirely.

  • QR Code Access

    • Allow tenants to access tenant portal with QR code - Toggle this on to allow tenants the ability to access their tenant portal via a QR Code instead of needing a portal invite.

  • Extended Access

    • Extend access to the tenant portal even after a tenant has moved out — Lets tenants continue accessing the portal even after their lease has ended or they've moved out, so they can make any past-due payments.

  • Payments

    • Enable online payments — The master toggle for accepting any online payment. Turning this off removes the "Make a Payment" button from the tenant's portal entirely.

      • Allow partial payment — Lets tenants pay any amount they choose, instead of only being able to pay the full balance or rent amount.

      • Tenants can pay with bank transfer (ACH)

      • Tenants can pay with credit card — Also governs Apple Pay and Google Pay, since both work like a credit card under the hood and use the same processing fees.

      • Cash Payments (Western Union) — Lets tenants pay rent in cash at any Western Union location with a Quick Collect kiosk.

  • Lease and Documents

    • Tenants can view Lease Ledger — Shows tenants their full transaction history and running balance under Recent Transactions on the portal.

    • Allow tenants to access shared files directly from the Tenant Portal — Lets the tenant access files that have been shared with them.

    • Tenants can upload Insurance Policy — Lets tenants submit proof of insurance from their portal.

  • Tenant Requests

    • Allow tenants to submit online requests — The master toggle that allows for tenants to create maintenance/tenant requests

      • Allow tenants to create requests manually — Tenants can submit a request form with all required details, regardless of AI support.

      • View open requests — ability to view all their open requests.

      • View closed requests — ability to view requests, even when they are closed.

  • Instructions For Tenant Requests

    • Add instructions for tenant requests — Displayed when new requests are created on the tenant portal.

Toggle any of these on or off based on what you want your tenants to be able to do or see — for example, you might allow online payments but turn off partial payments if you require tenants to always pay their full balance.

Note: Turning off Tenant can upload Insurance Policy removes all insurance sections from their tenant portal, including Lemonade or Sure banners and ads. This can be done at the company, property, or lease level.

Important: Turning off "Enable online payments" cancels all existing auto-pays set up on that lease. You'll be asked to confirm this before it takes effect. This setting can be turned off at the company, property, or lease level if you only want to disable online payments for a specific property or lease.

Step 2: Edit Contact Info

In the Contact Info tab, you can set company information shown to tenants, including the company name, company email, SMS number, call number, and company address. By default, this information is filled in from your Company Information settings.

It's recommended to include your contact information so tenants can more easily reach you when needed from their tenant portal.

If you want to enter custom information that is different from the information in your Company Information settings, simply fill in the fields with different info and click Save Changes when done. If you have SMS messaging set up for the Communications Center, you won't be able to change the SMS Number or Call Number.

You can also toggle any of the contact information fields on or off depending on what you want shown on the tenant portal.

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

Step 3: Customization

In the Customization tab, you can configure how your tenant portal looks:

  • Add a custom company Logo (Recommended Size: 300x100), which appears in the upper left corner of your tenants' portals.

  • In the Edit Portal URL section, customize your Tenant Portal URL to your company brand. Enter your chosen custom URL into the subdomain box under URL Structure.

After any changes, click Save Changes to finish.

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

Step 4: Portal Invites

In the Portal Invites tab, you can modify the email invite sent when inviting your tenants to their tenant portal. You can change the Title (the email subject), and the Email Body.

From here, you can also copy the QR code link, or use the 3-dots and select options to download the QR code or print the QR code. Tenants use this to activate their tenant portals without a tenant portal invite.

Note: Customizing the Portal Invite email only affects what appears in the email invite. Invites sent by SMS cannot be customized and use a default message.

Your tenant portal settings are now configured. Going forward, these settings apply to any property or lease using the company default. You can return to the settings at any time to adjust them as needed.


Property-Level and Lease-Level Tenant Portal Settings

If you want to set property-specific or lease-specific Tenant Portal settings, click Customize on the Customize by Property & Lease banner. You will need to do this for each of the settings tabs where it will be different for the property or lease. For more details on how this works, see Customize Settings by Property or Lease for detailed instructions.

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