Add and maintain tenants

Intended outcome

Create a reusable tenant record that can be selected in a lease.

Prerequisites

Have the tenant's name and accurate contact details, and store only information you are authorized to keep.

Steps

1. Open Tenants and select Add tenant.
2. Enter the identifying and contact details, then save.
3. For co-tenants, create separate records where separate lease parties are needed.
4. Use tenant actions to review Automated payment reminders when available.

Expected result

The tenant appears in tenant worklists and lease selectors.

Common problems

• Save and activate a tenant before selecting them in a lease.
• Verify both the email address and notification settings when reminders fail.
• Edit an existing person instead of creating a duplicate.

Product boundaries

A tenant contact record does not create a tenancy or send a message; the saved lease and notification settings control those workflows.