Tenants

1. Create a tenant#

1. Open the form

   Go to Leasing → Tenants and press (+).

2. Fill in the identity

   Field	Required	Description
   Name	Yes	Individual or company name.
   Phone	Yes	Must be a valid phone number. Used for notifications and app sign-in.
   Individual or company	Yes	Changes which identity fields are relevant.
   Email	No	Optional, but must be a valid address if entered. Used to send invoices.
   Date of birth	No	Drives birthday reminders where enabled.
   Gender	No
   ID number	No	Identity document number.
   Issue date / Place of issue	No	Details of the identity document.

3. Fill in the addresses

   Field	Required	Description
   Country	Yes	Two-letter country code.
   Address	No
   Address line 2	No	Maximum 255 characters.
   City	No	Maximum 120 characters.
   State or region	No	Maximum 120 characters.
   Postal code	No	Maximum 32 characters.
   Current / permanent / temporary address	No	Used for residence paperwork where it applies.
   Bank account number and holder	No	Used when refunding a deposit or a credit balance.

4. Save

   The tenant can now be added to a lease.

2. Occupants versus signatories#

Record everyone living in the room on the lease, not only the person who signed. Per-person services, occupancy limits and safety notices all depend on the real count.

Exactly one tenant on a lease is the representative. That is the name printed on invoices and the person notifications are addressed to.

3. What the tenant can see#

Tenants with the mobile app see their own invoices, payment history and notices, and can report incidents that arrive as tasks.

Tenants never see other tenants, other rooms or any report. Giving app access is not a way to share building information with them.