Tenant records and portal basics

A tenant record stores the person details, contact channels, nationality or ID data when needed, and related lease status.

Tenant-facing pages exist for areas such as payments and documents. Some flows depend on account setup and invitations, so full portal coverage is marked in progress.

Review contact details, lease, unit, payment history, overdue balances, and maintenance requests before communication or escalation.

If the tenant appears in more than one lease, confirm the intended lease so a payment or note is not recorded against the wrong record.

Turn the article into a small dashboard action: open the related record, review the data, make the appropriate update, then document the outcome so the rest of the team can see it.

If the action involves a financial, regulatory, owner, or tenant-impacting decision, ask the responsible role to review it before final approval.

This feature or workflow is partial. Use only the controls visible in the interface and do not assume every option is available for every agency.

If a step described here is not visible in the agency dashboard, treat it as not enabled for your account and check with your admin or Product.