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Bulk Invite Tenants to the Tenant Portal
Bulk Invite Tenants to the Tenant Portal

How to invite multiple tenants to the Tenant Portal at one time.

Samuel avatar
Written by Samuel
Updated over a week ago

Overview

Here at DoorLoop, we try our best to make sure inviting tenants to their Tenant Portal is as easy as possible. But what if you’d like to invite multiple tenants at once? We’ve got you covered. DoorLoop will allow you to send bulk Tenant Portal invites all at once with a few simple steps.

Note: This feature only works for tenants if you have already input their email address and/or mobile phone number. If you try to send bulk invites to tenants without an email address or mobile phone number already entered, the system will not send them to those tenants. Tenants with Active Tenant Portals will also not receive new invites.

You can also use these steps to resend invites in bulk to your tenants who have not yet accepted their intive to their tenant portals.

The Steps

Scenario 1 - This is for Users who want to send out bulk Tenant Portal invites to all their tenants, regardless of which property they currently occupy.

  1. From the dashboard, click on People on the left menu and then click on Tenants. Here, you will see a list of all your current tenants. (Remember anyone you created that is not associated with a lease will be under Prospects)

  2. Click on the check box next to the word Tenant (below the search bar) to select all the tenants in the list at once. You will now see an option to click a button that reads, Send Portal Invitation.

  3. Click the Send Portal Invitation link. A popup will appear and ask, “Are you sure you want to activate the tenant portal for (X number of) tenants?” If you click the Send Portal Invitation button, you will send invites to all the tenants you have selected.

Scenario 2 - This is for Users who only want to send bulk Tenant Portal invites for a specific property.

  1. From the dashboard, click Rentals and then click on Properties. Here you will see a list of all the current properties you manage.

  2. Click on the property you want to send bulk Tenant Portal invites for.

  3. From the Overview page of that property, select the Tenants tab by clicking on it. You should now see a list of all the tenants that reside on that property.

  4. Click on the check box next to the word Tenant (below the search bar) to select all the tenants in the list at once. You will now see an option to click a button that reads, Send Portal Invitation.

  5. Click the Send Portal Invitation link. A popup will appear and ask, “Are you sure you want to activate the tenant portal for (X number of) tenants?” If you click the Send Portal Invitation button, you will send invites to all the tenants you have selected.

Scenario 3 - This is for Users who only want to send bulk Tenant Portal invites for specific tenants, regardless of which property they reside in.

  1. From the dashboard, click on People on the left menu and then click on Tenants. Here, you will see a list of all your current tenants. (Remember anyone you created that is not associated with a lease will be under Prospects)

  2. Click the check box on the left of each individual tenant line item to select the ones you want to send Tenant Portal invites.

  3. You will now see an option to click a button that reads, Send Portal Invitation, near the top of the page under the word Tenant.

  4. Click the Activate Portal link. A popup will appear and ask, “Are you sure you want to activate the tenant portal for (X number of) tenants?” If you click the Activate Portal link again in the bottom right of the popup window, you will send invites to all the tenants you have selected.

If you want to check to see if your bulk Tenant Portal invites were sent out, click on Communications in the left-hand menu on the main screen and then click Communications Log. From here, you can see if they were sent out, delivered, opened, and clicked on. You’ll however need to go back to the People > Tenants section to see the status of their activation.

Next Steps

  1. Need to add emails and mobile phone numbers to your Tenants in order to send invites in bulk? Please refer to our View and Edit Tenant Information article.

  2. Want to see what your tenants see in their portal? Please refer to our How to View Your Tenant’s Portal article.

  3. Want to customize your Tenant Portal and control what your Tenants can and can't do? Learn how to Configure Tenant Portal Settings.

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