Tenants
Creating a tenant, the required and length-limited fields, occupants, and what tenants see in the app.
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1. Create a tenant
Open the form
Go to Leasing → Tenants and press (+).
Fill in the identity
項目 必須 説明 Name 必須 Individual or company name. Phone 必須 Must be a valid phone number. Used for notifications and app sign-in. Individual or company 必須 Changes which identity fields are relevant. Email 任意 Optional, but must be a valid address if entered. Used to send invoices. Date of birth 任意 Drives birthday reminders where enabled. Gender 任意 ID number 任意 Identity document number. Issue date / Place of issue 任意 Details of the identity document. Fill in the addresses
項目 必須 説明 Country 必須 Two-letter country code. Address 任意 Address line 2 任意 Maximum 255 characters. City 任意 Maximum 120 characters. State or region 任意 Maximum 120 characters. Postal code 任意 Maximum 32 characters. Current / permanent / temporary address 任意 Used for residence paperwork where it applies. Bank account number and holder 任意 Used when refunding a deposit or a credit balance. 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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