Providing your clients with login access to the self-service portal (tracker)
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:
  An email will be generated containing
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:
   | 2a: Vendor / landlord From the property record:
2b: Tenant From the tenancy record:
2c: Applicant / buyer From the applicant record:
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