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Track Tenant Portal Invite Statuses

Track whether tenant portal invites were sent and activated, using the Tenant Directory report.

Written by Samuel

Overview

When you invite your tenants to use the tenant portal, you might wonder if they received or accepted the invite. Using DoorLoop's Tenant Directory report, you can follow the progress of your invites so you're not left in the dark.

The Steps

  1. To track the status of your tenant portal invites, click Reports on the main menu. Search and click on the Tenant Directory report under the Tenant Reports section.

  2. At the top of the report, an Insights section shows your Total tenants, how many have a Balance, and how many are Portal active.

  3. Find the tenant whose tenant portal invite status you want to view. The status appears in the Portal Status column, showing whether a portal invite hasn't been sent (Not invited), was sent but not yet accepted (Invited), or was accepted and activated (Active or Enrolled).

  4. Because this report shows all tenants (past, present, and future), you may want to use the Status filter to filter for present and possibly future tenants only.

Now that you know the status of your tenant portal invites, you can use these instructions if you need to re-send a tenant portal invite.

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