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Manage Your Tenants, Vendors, Owners, and Prospects

Manage tenants, owners, vendors, and prospects in DoorLoop — search, filter, edit profiles, and set up portal access and payment info.

Written by Samuel

Overview

Managing people is one of the key aspects of DoorLoop. You can manage tenants, vendors, owners, and prospects, each with the same core set of tools. Below is how to manage them and what options are available.

The Steps

  1. To manage people on your account, click on People on the main menu.

  2. Then select either Tenants, Owners, Vendors, or Prospects. Select which category of people you would like to manage.

  3. Once on either the tenant, owner, vendor, or prospect page, you'll have several options available.

    • Search - You can search for a specific person using the search bar.

    • Filter button - Use this to further reduce the list so you can find the person you are looking for.

    • 3-Dots Menu - Clicking the 3-dots to the right of each person will bring up a menu with the options to Edit the person's profile, View Profile, and Delete. Tenants and Owners have an extra option to Login to Portal.

  4. Selecting Edit gives you the most control over that person's profile — contact info, related info, portal invites, and Send Payments options.

In the Personal Info section, add Contact Info so Tenants and Owners can log into their portals and receive messaging.

The Send Payments section applies to Tenants, Owners, and Vendors. Fill this out to send payments using the ePay method — see Outgoing Payments.

For more details on managing each type individually, see the People Management collection.

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