How to invite a tenant to use Plexflow?
Before inviting a tenant in Plexflow, it is important to determine what you want to allow them to do.
The procedure is not the same depending on whether you want to:
- allow them to pay their rent by pre-authorized debit;
- give them access to the platform to communicate with you, create tickets, and track their payments.
Scenario 1 — Invite a tenant to use the Plexflow platform
To allow the tenant to use Plexflow, first open the building record.
Then click the name of the tenant in question, and select the “Onboard tenant” function.
The tenant will receive an email invitation allowing them to create their access to Plexflow.
Once signed in, they will be able in particular to:
- send and receive messages on the Plexflow platform;
- create and follow up on service tickets;
- consult the tracking of their payments.
Scenario 2 — Invite a tenant to sign up for Plexflow and add their banking information
First open the tenant’s Rent Details.
Then find the green button, and click it to invite the tenant to sign up for Plexflow and add their banking information.
Attention: if the green button is not enabled, you must first connect the owner’s bank account.
To complete this setup, follow this procedure:
How to schedule a pre-authorized debit (PAD) collection in Plexflow
In addition to being able to add their banking information, the tenant will be able to change their bank account themselves if it changes, without the manager having to make the update.
Updated on: 12/11/2026
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