The initial number of residents in a unit can change throughout a lease. You can add a resident to an existing lease in the Residents tab.
Note: Some property teams may be unable to add residents via this method due to inactive modules or integration settings.
Steps
-
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. -
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. - Add Resident Details
Add the resident's details to the provided inputs. - Save Your Progress
Click the Save button when you're done.
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.