- From the dashboard view of Rentvine
- Go to the settings page (click on your initials at the bottom left of the page and select Settings)
- Under ‘Portals’ on the right side, click on Send Portal Invitations.
- In the Contact Type dropdown, select which type of portal invitations you would like to send - Owner, Tenant, or Vendor
- You can Select All by clicking the box next to Contact Name. See below
- Rentvine will automatically check the options to exclude Registered Contacts, Exclude Invited Contacts, and Exclude Pending Leases. You can uncheck any of these options if you would like to
- It is important to check if email addresses are missing for any contacts. If so, you’ll want to add the email address for that contact before sending their portal invitation
- Once you have all of the contacts selected that you would like to send portal invitations to, click Send Invitations in the bottom right corner