Configuration

In the account portal, click Configuration in the sidebar.

Tabs:

• Guidance — expandable help for each integration (Stripe, Plaid, Firma, Checkr, QuickBooks, accounting).
• Organization keys — per-org API keys and toggles (e.g. Plaid client IDs, Firma workspace IDs). Stripe platform keys are managed by Tenantivo, not here.
• Payment & Stripe — Stripe Connect onboarding, accept-payments toggle, fee absorption, late fees, auto-pay, and fee preview.
• Checkr — default screening packages, payer, and screening fee for new applications.
• Tenant uploads — settings for documents tenants can upload in the portal.

Expand each integration on the Guidance tab for requirements, setup steps, and links to detailed training:

• Stripe / tenant payments — Workspace → Payments training; connect and configure under Payment & Stripe.
• Plaid — bank linking and transaction import; Plaid training; org keys under Organization keys.
• Firma — e-signatures for leases; Firma training; enabled by Tenantivo, optional workspace IDs in Organization keys.
• Checkr — Tenantivo provisions API access; set defaults on the Checkr tab (not Organization keys).
• QuickBooks, accounting — see linked training topics from each guidance panel.

Mark integrations as reviewed when setup is complete so your team knows what is ready.

1. Open Organization keys.
2. Enter required API keys or IDs for each integration (e.g. Plaid, optional Firma workspace IDs).
3. Toggle Active to enable or disable each integration.
4. Save changes.

Note: Checkr and Stripe platform credentials are provisioned by Tenantivo administrators; Account Managers configure Checkr defaults on the Checkr tab and tenant rent on Payment & Stripe.

This tab is your control center for tenant rent and deposit payments (separate from your Tenantivo subscription billing):

• Connect with Stripe — Stripe Express onboarding so rent routes to your bank.
• Accept payments — master switch to pause all tenant charges.
• Fee absorption, partial payments, auto-pay, late fees — see Payments training for full detail.

A live fee preview against a sample rent charge shows what the tenant pays vs. what you receive before you save.

1. Open the Checkr tab.
2. Select default screening packages.
3. Choose who pays for screening (applicant or organization).
4. Set the screening fee.
5. Save changes.

1. Open Tenant uploads.
2. Select allowed document types for tenants.
3. Set any upload limits if applicable.
4. Save changes.

Tip: Align upload requirements with your application checklist so tenants know what to provide upfront.

What to know: Organization-level configuration applies to everyone using the management app for your org. When you disable a module or turn off accept-payments, managers and tenants see the result immediately or on next login. Account Manager & Managers only pages (Organization, Users, subscription billing) are not visible in the management app.

Best practice: Communicate with your team before turning off a feature they rely on.