Features / Customer Portal
Tenant and Customer Portal for Rental Operations
The Holtryx Portal is the shared layer between an operator and the people or companies using their spaces. Authorized renters, tenants, members and contacts can view balances, invoices, payment history, receipts, agreement summaries and shared documents that the operator makes available.
The problem
Every question becomes a message
Without a shared record, customers ask for their balance, a copy of an invoice or a receipt through chat, and someone has to assemble the answer manually each time.
How it works
The workflow inside Holtryx
- 01
Operator publishes
Invoices, receipts and documents are recorded in the workspace.
- 02
Access is authorized
The operator controls which contacts get Portal access.
- 03
Customer signs in
Authorized contacts see their own account only.
- 04
Self-service
Balances, history and documents are available without asking.
- 05
Optional actions
Online payment and service requests where the relevant modules are enabled.
Capability detail
What customers can see
- Current balance
- Invoices
- Payment history
- Receipts
- Agreement summary
- Shared documents
- Profile and account information
- Notifications
- Module-dependent actions such as online payment and service requests when enabled
Connected objects
In practice
Where operators use this
Tenant self-service
Renters check their balance and download receipts themselves.
Company contacts
Corporate tenants give their finance contact direct access to invoices.
Member accounts
Coworking members view membership charges and payment history.
The Holtryx Portal is the shared layer between an operator and the people or companies using their spaces. Authorized renters, tenants, members and contacts can view balances, invoices, payment history, receipts, agreement summaries and shared documents that the operator makes available.
Frequently asked questions
Is the Portal included in Holtryx Core?
Yes. The Holtryx Portal is included in Holtryx Core.
Can customers pay through the Portal?
Online payment in the Portal depends on the Holtryx Pay module being enabled.
Can the operator control what is shared?
Yes. Access is authorized by the operator and scoped to the customer's own account.
Related
See customer portal working on your own operation.
A guided walkthrough of Holtryx using your spaces, customers, agreements and billing structure.