Tenant Portal: A Guide for Property Managers

  • Updated

Tenant Portal is currently in beta. In your Re-Leased account, visit Settings > Available Betas and enable Tenant Portal.


The Tenant Portal gives your tenants browser-based access to their tenancy — documents, invoices, maintenance requests, compliance obligations, and more — so they can access the information they need without having to contact you.

Because it runs in any browser, tenants don't need to download or install anything. For Pro customers, you can white-label the portal with your own branding and serve it under a custom domain, so the experience feels like your own product.

Your role is straightforward: invite tenants to the portal and, if needed, customise what they can see. Everything else — maintenance requests, document access, billing — flows through your existing Re-Leased workflows.

See interactive guide here

Getting Started

Access the Tenant Portal settings by navigating to Settings (via the menu in the top right) and selecting Manage Tenant Portal under the Portals section.

From here you can invite tenant contacts and manage their access, or customise how the portal looks and behaves for your tenants.

Inviting Tenants

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Click + Invite Contacts to open the invitation modal. You'll see a list of eligible tenant contacts — those associated with a tenancy who have an email address on file. Contacts without an email address won't appear here.

Use the search field or the Filter by Property and Filter by Tenancy dropdowns to find the contacts you want to invite. Select one or more contacts using the checkboxes, then click Send Invitations.

Each invited tenant receives an email with a link to set up their account. They'll be prompted to create a password when they first sign in. Tenants with multiple tenancies share a single login — they don't need separate accounts.

Back on the Manage Tenant Portal screen, you can see the access status for each contact:

  • Invited — invitation sent, account not yet activated
  • Active — tenant has set up their account and can access the portal
  • Deactivated — access has been removed

To manage an individual contact, click the three-dot menu next to their name. From here you can Deactivate their access or open Manage Permissions to control which sections of the portal they can see.

Managing Permissions for Individual Contacts

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By default, tenants see the sections you've enabled in your portal's feature settings (see Customising the portal below). If you need to give a specific tenant a different view — for example, hiding billing for one contact while keeping it visible for others — use Manage Permissions.

The Manage Permissions modal shows the same feature list as your portal settings. Tick or untick sections as needed, then click Save Changes. These per-contact settings override the company-wide defaults.

Customising the Portal

Click Customise Portal from the Manage Tenant Portal screen to open the Tenant Portal Customisation settings. Customisation is configured per company — if you manage multiple companies in Re-Leased, use the company selector (available on both the Manage Tenant Portal and Tenant Portal Customisation screens) to switch between them.

There are four areas of customisation, accessed via tabs: Branding, Terminology, Features, and Emails.

Branding, Terminology, and Emails are available to Pro customers only. Feature visibility is available to all Re-Leased customers.

 

Branding (Pro users)

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On the Branding tab, you can set a Portal Name — this appears in the browser tab, the portal header when no logo is uploaded, and in email correspondence. You can also upload a Logo (PNG, JPG, or GIF, up to 5MB) to replace the portal name in the header.

A live preview shows how your changes will appear on both desktop and mobile before you save.

 

Terminology (Pro users)

The Terminology tab lets you replace the default language used throughout the portal with terms that match your business context. This is useful if your business uses different terminology — for example, renaming "Tenancy" to "Lease" or "Outgoings" to "Levies".

Use the search field to find a specific term quickly. Changes apply across the entire portal wherever that term appears.

 

Emails (Pro users)

The Emails tab lets you customise the wording of emails sent to your tenants through the portal. The Invitation Email template is the email tenants receive when you invite them to the portal — you can edit the subject line, body copy, and footer.

Templates support dynamic variables — click + Insert Variable to add placeholders like {{FirstName}}, {{CompanyName}}, {{PortalName}}, and {{InvitationLink}} that are automatically filled in when the email is sent.

 

Features

The Features tab controls which sections of the portal are visible to your tenants by default. Available sections are:

  • Tenancy — rent balance and arrears, tenancy details, renewals, and inspections
  • Outgoings — outgoings balance and arrears
  • Maintenance — submit and track maintenance requests (with an optional Write access toggle to allow or restrict tenants from submitting new requests)
  • Compliance — compliance documents and certifications (with an optional Write access toggle to allow or restrict tenants from uploading documents)
  • Contacts — property contacts and contact details
  • Documents — tenancy documents shared with the tenant. Documents must have Share with all tenants enabled to appear in the portal.
  • Billing — invoices, payment history, and payments

These settings apply to all portal users by default. Individual contact permissions (set via Manage Permissions) will override these defaults for specific tenants.


If you are interested in the Tenant Portal's Pro features, talk to your Account Manager or reach out to support@re-leased.com

 

 

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