Plan Limits
Only active tenants count toward your plan limit. Inactive tenants (past tenants whose records
have been marked inactive) do not count. You will see a warning banner and an upgrade prompt when
you reach your limit.
Adding a Tenant
Landlords, Property Managers, Admins, and Super Admins can add tenants.- Go to Tenants in the left sidebar.
- Click Add Tenant.
- Fill in the tenant’s details:
- Full name — first and last name (required, up to 200 characters).
- Email address — used to send a welcome email when the record is created (required).
- Phone number — optional but recommended.
- Date of birth — optional, format YYYY-MM-DD.
- Employment status — optional. One of: Employed, Self-Employed, Unemployed, Student, Retired, or Other.
- Employer name — optional, up to 200 characters.
- Annual income — optional, whole number.
- Emergency contact name — optional, up to 200 characters.
- Emergency contact phone — optional. Accepts digits, spaces, hyphens, parentheses, and a leading
+. - Emergency contact relationship — optional (for example, “Spouse” or “Parent”).
- Personal references — optional. Up to 2 references, each with a name, phone number, and relationship.
- Notes — optional internal notes about this tenant (up to 2,000 characters). These are never visible to the tenant.
- Click Save Tenant.
Viewing the Tenant List
The Tenants page shows all tenants in your organisation as a table. Each row displays:- Name and email — with phone number if recorded.
- Property and unit — from the tenant’s current active lease, or “No unit assigned” if no active lease exists.
- Lease status — Active, Draft, Expired, Terminated, or Renewed.
- Monthly rent — from the current lease.
- Move-in date — the start date of the current lease.
- Status — Active or Inactive.
Searching and filtering
- Search — type a name or email address to filter the list in real time.
- Status filter — choose Active (default), Inactive, or All Tenants to control which records are shown.
- Click Filter to apply, or Clear to reset to the default view.
Editing Tenant Information
Landlords, Property Managers, Admins, and Super Admins can edit tenant records. Tenants cannot edit their own records. Editing is available through the tenant record. After locating the tenant in the list, open their record and update the relevant fields.In-line editing from the tenant list row and a dedicated tenant detail page are coming soon.
Uploading an ID Verification Document
You can upload identity documents for a tenant and flag them for manual review. This is useful for verifying a tenant’s identity before or during a tenancy. This action requires Landlord role or above.- Open the tenant’s record.
- Click Upload ID Document.
- Enter a document name — a descriptive label (required, up to 200 characters).
-
Select the file from your device.
Maximum file size: 20 MB.
- Click Upload.
Tenant Notes
Each tenant record has a Notes field for internal use. Notes are never visible to the tenant. To update the notes on a tenant record, open the record, edit the notes field, and save your changes.Deactivating a Tenant
When a tenancy ends, you can mark the tenant as inactive. This removes them from your active tenant count but preserves all their data. Deactivating a tenant is done by editing the tenant record and setting their status to inactive. Inactive tenants can be found at any time by using the Inactive or All Tenants status filter on the Tenants page.A dedicated deactivation flow and a one-click action from the tenant list are coming soon.
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