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

    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.
  3. 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.
  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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