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Help/Portals/Tenant portal: service requests, tenancy records and digital acknowledgements
How-to guide

Tenant portal workflow

The tenant portal is the resident-facing digital workspace for tenancy-related documents, service interaction and paperless communication. It should reduce friction around routine requests while preserving a clean tenancy history.

PortalsHow do I use the tenant portal?How do tenants raise service requests?Related website page

Where to click

Use these menu paths first, then complete the action from the screen you open.

Website > Portals > Tenant Portal
Portal login > Tenant workspace
Quick answerThese are the fastest verified steps for this task in the current Proplix build.

Exact steps

  1. Open the website page Portals > Tenant Portal.
  2. Sign in through the tenant portal login.
  3. Use the tenant workspace to access tenancy-related records, service requests and related digital acknowledgements.
  4. Open the relevant request, record or document inside the portal when you need more detail.
  5. Use the tenant portal for cleaner paperless service interaction wherever that workflow is enabled.

What this feature does

  • The portal supports role-based tenant access rather than full admin visibility.
  • Maintenance request handling and status awareness are part of the verified portal direction.
  • Tenancy document access and digital acknowledgements sit naturally in the portal flow.
  • Responsive access and paperless delivery are part of the portal design direction.
  • Timeline-style service continuity matters more than one-off downloads alone.

What to do next

  • If the issue needs admin-side intervention, continue into Maintenance & Jobs or the tenancy compliance workflows.
  • For landlord visibility into the same property, use the separate landlord portal path.

Related guides

Landlord portal: portfolio visibility, maintenance context and digital approvals

The landlord portal is designed as the owner-facing digital workspace for portfolio oversight, maintenance visibility, compliance confidence, documents and paperless approval flows.

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Supplier portal: job allocation, updates, uploads and digital sign-off

The supplier portal is designed as the contractor-facing workspace for allocated jobs, progress updates, uploads, job reports and cleaner completion flow.

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Portal architecture, role-based access and paperless delivery

The current website and application structure support a portal-led operating model with separate landlord, tenant and supplier portal experiences. This guide explains the cross-portal features that matter before you move into role-specific portal help.

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Client Database, Tenants and Landlords under Customers

The Real Estate module extends the Customers menu with Client Database, Tenants and Landlords. This keeps property-facing customer records anchored in the core customer system while exposing dedicated tenancy and landlord paths.

Real Estate Module

Related questions

How do I use the landlord portal?

The landlord portal is designed as the owner-facing digital workspace for portfolio oversight, maintenance visibility, compliance confidence, documents and paperless approval flows.

How do I use the supplier portal?

The supplier portal is designed as the contractor-facing workspace for allocated jobs, progress updates, uploads, job reports and cleaner completion flow.

How do portals work?

The current website and application structure support a portal-led operating model with separate landlord, tenant and supplier portal experiences. This guide explains the cross-portal features that matter before you move into role-specific portal help.

How do I create a tenant account?

The Real Estate module extends the Customers menu with Client Database, Tenants and Landlords. This keeps property-facing customer records anchored in the core customer system while exposing dedicated tenancy and landlord paths.