Has a tenant contact already been created in the system, but there is information that needs to be changed or added? Following this article will help you get that information changed or added.
How To Edit the Tenant's Name
From the dashboard view of Rentvine, click on Contacts on the left-hand side
From the dropdown, click on Tenants
On the next screen, enter the tenant in the search field
From the results, click the tenant that you would like to change
In the Tenants section, click the Pencil Icon under DETAILS
Enter the Name/ Date of Birth and click the Save Button
How To Edit/Add a New Email
From the dashboard view of Rentvine, click on Contacts on the left-hand side
From the dropdown, click on Tenants
On the next screen, enter the Tenant in the search field
From the results, click the Tenant that you would like to change
To Edit an Email:
In the Email section, click the ellipsis button on the right and select Edit
To Add An Email:
In the Email section, click the New Email button
Enter the new Email address
Click toggle options if you would like to get notifications
Click the Save Button
How To Edit/Add a Phone Number
From the dashboard view of Rentvine, click on Contacts on the left-hand side
From the dropdown, click on Tenants
On the next screen, enter the Tenant in the search field
From the results, click the Tenant that you would like to change
To Edit a Phone Number:
In the Phone section, click the ellipsis button on the right and select Edit
Enter the Phone Number
Choose the Phone Type (Optional)
Enter the Description (Optional)
Click the Save button
To Add a New Number:
In the Phone section, click the New Number button
Enter the Phone Number
Choose the Phone Type (Optional)
Enter the Description (Optional)
Click the Save button
How To Edit/Add an Address
From the dashboard view of Rentvine, click on Contacts on the left-hand side
From the dropdown, click on Tenants
On the next screen, enter the Tenant in the search field
From the results, click the Tenant that you would like to change
To Edit an Address:
In the Address section, click the ellipsis button on the right and select Edit
Enter the Address
Click the Save button
To Add a New Address:
In the Address section, click the New Address button
Enter the New Address
Click the Save Button
How To View Portal Access to Impersonate a Tenant
From the dashboard view of Rentvine, click on Contacts on the left-hand side
From the dropdown, click on Tenants
On the next screen, enter the Tenant in the search field
From the results, click the Tenant that you would like to change
In the Portal Access section, click the View Resident Portal button
On the next Screen, enter the username and password for verification if prompted
After signing in, you will now be able to see the categories of the Tenant’s portal
Invitations
From the dashboard view of Rentvine, click on Contacts on the left-hand side
From the dropdown, click on Tenants
On the next screen, enter the Tenant in the search field
From the results, click the Tenant that you would like to change
In the Invitations section, click the Send Invitation button
Enter the email address
Click the Invite button