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Help › Tenants and leases

Invite a tenant to the tenant portal

A tenant gets their portal invite when you add them to Lotly.

1

Click People in the left menu.

Left menu with People Click People
2

Click New Tenant.

New Tenant button New Tenant
3

Fill in their name and email, and leave the portal invite box ticked.

Check the email address before you save. To resend later, use Settings → Tenant Portal → Portal Invites.
New lease form
That’s it. They get an email with a link to set up their account.