Quick answer
Create tenant: Create the tenant record with identity, portal access, documents, and contact channels so the lease can run without gaps. In Renteric, follow these key steps: Load core identity, Define communication and portal access, and Attach documents. Finish by validating that the tenant is ready to sign, pay, receive notices, and use the portal without extra manual support.
Before you start
- Have the name, id document, and main contact information.
- Know whether portal access will be enabled.
- Gather supporting documents or backup contacts if they exist.
Step by step
- 1
Load core identity
Register the name, id document, birth date, and main contact to create the tenant master record.
- 2
Define communication and portal access
Choose the email, phone, and whether the portal will handle payments, documents, maintenance, and notifications.
- 3
Attach documents
Upload ID, pay stubs, or internal forms needed for operational validation or screening.
- 4
Add backup contacts and preferences
Add guarantors, emergency contacts, or notification preferences to reduce future friction.
- 5
Verify the portal experience
Test the invitation, login, and initial messages to make sure the tenant understands how to operate.
Common errors
The portal invite never arrives
The email is wrong or the invite was triggered before the record was saved.
Save the record, correct the contact, and resend the invite from Access.
Data is missing when creating the lease
The tenant record is missing the document, contact information, or active link.
Review the Identity section and complete the required fields before moving on.
FAQ
Can I add multiple tenants to one lease?
Yes. Each person needs a record and can then be linked as a primary or co-tenant.
What if I do not want to enable the portal yet?
You can keep the record active without access and enable the portal later from the same screen.
Are tenant documents shared with the owner?
Not by default. Only authorized staff can see sensitive documents unless you explicitly publish them.
Video guide
What this solves
Create the tenant record with identity, portal access, documents, and contact channels so the lease can run without gaps.
Load core identity
What to prepare first
Have the name, id document, and main contact information. Know whether portal access will be enabled. Gather supporting documents or backup contacts if they exist.
Define communication and portal access
Guided walkthrough
Load core identity: Register the name, id document, birth date, and main contact to create the tenant master record. Define communication and portal access: Choose the email, phone, and whether the portal will handle payments, documents, maintenance, and notifications. Attach documents: Upload ID, pay stubs, or internal forms needed for operational validation or screening.
Attach documents
How to validate the result
Add backup contacts and preferences: Add guarantors, emergency contacts, or notification preferences to reduce future friction. Verify the portal experience: Test the invitation, login, and initial messages to make sure the tenant understands how to operate. the tenant is ready to sign, pay, receive notices, and use the portal without extra manual support
Verify the portal experience