Give a resident portal access
Platform: ResiOnboarding ยท For: Sales, Executive Director, Department leads
Residents need an account to use the portal. You can invite them when you add them, or later.
Before you start
The resident's profile needs an email address to send an invitation.
- Open the resident and select the Profile tab.
- Find Portal Access.
- Select Send Invite Email.
The resident gets an email with a link to set up their account.
No email address?
- In Portal Access, select Copy Details.
- Share the portal address and community code with the resident.
They sign up on the Resident Portal page with that code.
Good to know
- Portal Active means the resident has an account and can sign in.
- The header of the resident's page may show a personal invitation code that starts with RES. Select it to copy it. Residents can enter this code when they sign up.
- Every community also has a code on the Team page, labeled Community Code.
If something goes wrong
- "No email on file". Add an email in the Personal Information section, then try again.
- The resident did not get the email. Ask them to check spam or junk. Then send it again.