Tenants

Creating a tenant, the required and length-limited fields, occupants, and what tenants see in the app.

1. Create a tenant

  1. Open the form

    Go to Leasing → Tenants and press (+).

  2. Fill in the identity

    ChampObligatoireDescription
    NameOuiIndividual or company name.
    PhoneOuiMust be a valid phone number. Used for notifications and app sign-in.
    Individual or companyOuiChanges which identity fields are relevant.
    EmailNonOptional, but must be a valid address if entered. Used to send invoices.
    Date of birthNonDrives birthday reminders where enabled.
    GenderNon
    ID numberNonIdentity document number.
    Issue date / Place of issueNonDetails of the identity document.
  3. Fill in the addresses

    ChampObligatoireDescription
    CountryOuiTwo-letter country code.
    AddressNon
    Address line 2NonMaximum 255 characters.
    CityNonMaximum 120 characters.
    State or regionNonMaximum 120 characters.
    Postal codeNonMaximum 32 characters.
    Current / permanent / temporary addressNonUsed for residence paperwork where it applies.
    Bank account number and holderNonUsed 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.

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