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