Use Owner and Tenant Portals
Biznsbook supports two optional logged-in portals, separate from guest payment links:
| Portal | Who | Typical use |
|---|---|---|
| Owner portal | Buyers / homeowners | Units, leases, rent roll, disbursements, documents |
| Tenant portal | Rental tenants | Rent pay, upcoming dues, deposit held, maintenance, documents, announcements |
| Mechanism | Login required? | Use |
|---|---|---|
| Installment payment links | No | Pay specific installments |
| Rent payment links | No | Pay specific rent dues |
| Owner portal | Yes (invited) | Portfolio self-service |
| Tenant portal | Yes (invited; feature-flagged) | Rent and maintenance self-service |
Owner portal
- Open a Customer record and use the owner portal invite card — or open REMS overview → Owner Portal for a company-wide view (needs Company Management for broad admin).
- Invite, resend, revoke, or reset password as access changes.
- Owners can review units, related leases, rent roll, disbursements, and documents once signed in.
Handover completion can trigger an owner portal invite when your process is configured that way.
Tenant portal
The tenant portal is off by default. Ask your administrator to enable it before inviting tenants.
- When enabled, open Tenants → Portal overview for bulk invite and status management.
- Invite tenants; they can then see upcoming rent, deposit held, maintenance, documents, and announcements.
- Use portal announcements to broadcast messages to tenants.
If a tenant cannot log in, confirm the feature flag and that an invite was sent from Portal overview.
Owner disbursements
Disbursements are not a top-menu item. Open REMS overview → Disbursements.
- Configure management fee and disbursement day in Settings.
- Create or bulk generate draft disbursement statements.
- Review lines, approve, then disburse.
- Export a PDF for the owner.
Owners with portal access can view disbursements under Owner Portal → Financials. Posted disbursements can create journals in Accounting when that module is set up.
:::tip Guest links still work without portals Buyers and tenants can pay installments or rent through guest links even when portals are unused or disabled. :::