How To Edit a Tenant’s Contact Information

This article will show you how to make edits to a tenant contact such as email address, phone number, etc.


  • 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 Actions Button
    • Click Edit from the drop down

    • Enter the Name

    • 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

  • Enter the email address
  • Click toggle options if you would like to get notifications
  • Click the Save button

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 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