The initial number of residents in a unit can change throughout a lease. You can add or remove residents from an existing lease in the Residents tab.

Note: Some property teams may be unable to add or remove residents via this method due to inactive modules or integration settings.

Steps to Add a Resident

1. Open the Rent Roll
   Click on the Rent Roll in the menu. You will see a list of units. Click on the unit to which you wish to add the resident. A drawer with its lease details will open.
   
   

2. Start Adding
   Click the Residents. If the new resident is a leaseholder, click the Add Leaseholder button. If they are an occupant, click the Add Occupant button.
   
   

3. Add Resident Details
   Add the resident's details to the provided inputs.
   
   
4. Save Your Progress
   Click the Save button when you're done.
   

Steps to Remove a Resident

1. Locate the Resident
   Find the resident in the Residents list.
   
   
2. Remove the Resident
   Click on their name and select the 'Remove Resident' option.
   
   

Notes

• If you're adding a leaseholder, you will likely need to amend your lease. Please check with your team about your company's policies.
• Once a leaseholder is added, they can be invited to the Resident Portal. You can invite them from the Residents module.
• If you encounter any issues while adding or removing residents, please contact HappyCo support for assistance.