What the tenant sees and does
A tenant who is already in place
An invite emails the tenant a sign-in link tied to a specific unit. The unit's property needs a state set first — that is what determines the lease addendum, deposit cap, and late-fee rules — so a unit whose property is missing its state stays locked until you set it on the Properties screen.
Pick the unit from the list.
Enter the tenant's email and, optionally, a short personal note.
Send the invitation. The tenant receives an email with a sign-in link that expires in 14 days.
If email is slow, copy the invite link from the confirmation card and share it directly.
What the tenant sees and does
The tenant clicks the link, creates their sign-in, and lands in their own tenant view for that unit — separate from your landlord workspace and scoped so they only ever see their own lease, payments, and messages. From there they can link a bank with Plaid, turn on autopay, pay rent, submit maintenance requests, and message you.
They do not see your other properties, your other tenants, or your agent settings. The invite ties them to exactly one unit, and their access is limited to it.
A tenant who is already in place
If a renter is already living there, use Tenants → Add an existing tenant instead of the invite flow. This creates an active lease directly — no invite email and no application step. You set the lease dates, rent, deposit, and late-fee terms, and if they are behind you can record an opening balance so the unpaid period shows up right away.
No email is sent in this flow: the tenant's account is created now, and they claim it later using "Forgot password" with that same email address. To bring in a whole portfolio at once, the bulk tenant import lets you paste a CSV, validate it with a dry run, and import — see the rent-collection guides for the column format.