Customize resident portal access with Rentvine resident settings
At Rentvine, we understand that every property management company operates differently. In this week’s Rentvine Academy video, we review resident settings, which allow property managers to control the features residents can access within the portal.
Watch full video:
What’s new in resident portal management
1. Control service request access
Resident settings allow you to decide whether residents can submit service requests through the portal. Most property managers enable this feature, but it can be toggled off if needed.
You can also customize service request alerts and instructions. This allows you to provide clear guidance to residents before they submit a maintenance request. The instructions appear directly on the submission page, helping reduce confusion and incomplete requests.
2. Manage work order visibility
You can determine whether residents can see vendor contact information once a vendor has been assigned to a work order. This includes vendor phone numbers and addresses.
This setting helps you decide how much communication flows directly between vendors and residents.
3. Configure notice and refund preferences
Resident settings also allow residents to submit notice through the portal. During the notice process, residents can indicate how they would like to receive a refund.
If desired, you can enable ACH refund options. Final refund decisions remain in the hands of the property manager, but this setting gives residents the opportunity to provide their preference.
4. Enable secure deposit payments to escrow
If secure deposit payments to escrow are enabled, residents who select Pay Deposit will have their funds automatically directed to the designated secure deposit bank account.
Keep in mind that the secure deposit bank account must also be configured within the payment processor settings for this feature to function properly.
5. Customize payment instructions and public statements
You can customize payment instructions that residents see upon logging into their portal. These instructions can include detailed messaging and even URL links that redirect residents outside the portal when necessary.
Public statements can also be enabled. When published, residents receive a notification that allows them to view their statement directly from the email without logging into the portal.
Why it matters
Resident settings give property managers full control over how residents interact with the portal. Whether you are refining maintenance workflows, improving communication, or simplifying move out procedures, these settings help align the resident experience with your company policies.
Customizing portal access ensures that residents have the tools they need while maintaining clear oversight and operational control.
Video transcript
Rentvine Academy, we are back today with another video and today we are going over resident settings.
Resident settings allow you to enable or disable specific portal features for residents. You can allow service requests, customize instructions, control work order visibility, and manage notice settings.
Secure deposit payments to escrow can also be enabled, as long as the bank account is configured within the payment processor.
You can customize payment instructions and public statements, including adding URL links if needed.
If you have questions, please contact support at rentvine.com.
