How to Set Up and Manage the Client Portal for Your Customers

How to Set Up and Manage the Client Portal for Your Customers

Applies to: Granting portal access to vendors/landlords, managing visibility, troubleshooting login issues.

🎯 Purpose

To help Rezi users give their clients (vendors, landlords, applicants) secure access to the Client Portal, where they can track viewings, feedback, progress, and documents in real-time.

🧠 Use This When...

A user asks:

  • “How do I give my client access to the portal?”

  • “How does the vendor log in?”

  • “Can the landlord see feedback on the portal?”

  • “My customer can’t access the portal.”

  • “I want to turn off portal access for someone.”

🔍 Step-by-Step: Setting Up Client Portal Access

1. Go to the Contact’s Profile

  • Use the Global Search to find the vendor, landlord, or applicant

  • Open their contact record

  • Ensure a valid email address is listed

2. Enable Portal Access

  • Look for the “Portal Access” toggle or button (often in the contact’s main profile tab or the property transaction view)

  • Click “Enable Access”

  • You may be prompted to confirm the email address and permissions

✅ This sends the client an email invite to log in and set a password.

3. Choose What the Client Can See

Depending on the user role (e.g. vendor vs. landlord), you can control:

  • Whether they see viewing feedback

  • Which documents are shared

  • Updates on offers, applicants, or tenancies

📌 You can change visibility options at any time in the contact or property settings.

4. Resend or Reset Access (If Needed)

  • If the client didn’t receive the invite:

    • Go to the same portal section in their contact record

    • Click “Resend Portal Invite”

  • If they forgot their password, they can reset it from the portal login pagE

⚠️ Common Pitfalls & Fixes

ProblemSolution
“Client didn’t get portal login email”                         Check email address → Resend invite → Ask them to check spam
“Portal access option isn’t showing”                         May not be available for that contact type or you lack permissions
“Client can’t log in”                         Direct them to reset their password using the forgot password link
“They can see too much info”                         Adjust visibility settings under their contact or property profile
“They’re seeing the wrong property”                         Check if the contact is linked to the correct active property record

🤖 For AI Training – Intent Mapping

User PhraseRoute to Checklist
“How do I give portal access to a client?”Steps 1–2
“Vendor wants to log into the portal”Full guide
“Client didn’t receive login email”Step 4
“Can I stop a customer from using the portal?”Step 5
“What can clients see on the portal?”Step 3
“Portal not working for my customer”Steps 2–4

🆘 Still Need Help?

Ask the user for:

  • Full name and role of the client (vendor/landlord/applicant)

  • Email address used for the invite

  • Whether the invite was received

  • Any error messages they saw during login

Escalate to support if:

  • The portal invite doesn’t send

  • Clients are unable to log in after multiple attempts

  • The portal is showing incorrect or outdated data

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