Providing your clients with login access to the self-service portal (tracker)

Owned by Dave Marshall
Last updated: Feb 02, 2022 by Fiona Hardy
2 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

The self-service portal (tracker) is a web application, allowing a landlord, tenant, vendor or prospective buyer, to log in and access real-time information about their properties or those they have shown interest in

This page outlines how to provide your clients with access to their self-service portal

How you provide access depends on when you started using the self-service portal

  • If set up from 2020 onwards follow section 1 - Email details from the contact record

  • If set up pre-2020, follow section 2 - Email from the relevant role(s)

1. Email details from the contact record

As outlined above, these instructions should be followed if set-up with the self-service portal from 2020 onwards

From the contact record:

  • Beside the contact's email address, click the envelope icon

  • Click Send tracker invitation e-mail

 

 

An email will be generated containing

  • an activation link for the portal

  • a link to the portal login page

This allows your client to register with their credentials

Once registered, the activation link will expire

2. Email from the relevant role(s)

As outlined above, these instructions should be followed if set-up with the self-service portal pre-2020

Follow the relevant instructions for the role of your client:
i.e. vendor, landlord, tenant, applicant / buyer 

  • Vendor or landlord information - see 2a

  • Tenant information - see 2b

  • Applicant / buyer information - see 2c

    An email will be generated as outlined above in section 1



 

 

 

2a: Vendor / landlord

From the property record:

  • Click Marketing

  • Click E-mail login details to landlord/vendor 

2b: Tenant

From the tenancy record:

  • From the Details tab, Main Tenant panel

  • Click the envelope icon to the right of the tenant name

2c: Applicant / buyer

From the applicant record:

  • Click the ellipsis (...) 

  • Click E-mail Login Details to Applicant

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