Invite tenants, owners, vendors and your team

Who this is for

Landlords and property managers giving people their own sign-in. Any team member can invite tenants, owners and vendors. Only the account owner can invite team members. Owners are invited in Property Manager accounts only.

Before you start

• The person is added in eSamaHomes with an email address: on Tenants, Owners or Vendors.
• They need a Google account to sign in. It can use any email address; it doesn't have to be the one you invited.

Steps

To invite a tenant, owner or vendor:

1. Open Tenants, Owners or Vendors in the menu.
2. Find the person. In the Portal Invite column, click Invite.
3. eSamaHomes shows "Invite sent to" their email, and the column shows Invited.

To invite a team member:

1. Open Settings, then the Team tab.
2. Under Invite a team member, type the Name and Email. A property manager also picks the Role: Member or Owner. In a Landlord account every team member is a Member.
3. Click Send invite. The person is listed with Invite sent.

Example

On Monday, October 12, at 9:00 AM, you click Invite for James, a new tenant.

• James gets the email "You've been invited to the … tenant portal", with an Accept Invitation button.
• He opens it, ticks the box to agree to the terms, clicks Accept and continue, and signs in with Google. The column shows Joined.
• If he had waited past Thursday, October 15, 9:00 AM (72 hours later), the column would show Expired, and you would click Resend for a new link.

What happens next

• Every invite link lasts 72 hours and works once.
• A resent invite replaces the old one: the earlier link stops working.
• A tenant's portal shows their lease, rent and maintenance requests. An owner's shows their statements, payouts and approvals. A vendor's shows their work orders and quotes.

If something looks wrong

• No Invite button, or "has no email address on file". Add the person's email, then invite them.
• You want to resend before it expires. Resend shows only once the invite has expired. A tenant, owner or vendor invite can't be cancelled.
• "This email already has an eSamaHomes account". Ask them to sign in with it.
• "This email is already in use by another eSamaHomes account". Ask the person for a different email address.
• "Invitation expired" when they open it. Click Resend on their row.
• A team invite stays at Invite sent. Team invites also expire after 72 hours, but the list still shows Invite sent, and there is no resend. Click Revoke and invite them again.