Manage Tenant Profile

Manage Tenant Profile

1. Click Admin on the Main Menu. 



2. Click on Customer Files.



3. Select Rental on the menu heading.


4. Click on the File Name to open the file. 




5. Customer File will open. Click on Tenants on the file tab ribbon bar. 



6. Tenant screen will open. 

Add a Tenant

1. To add a Tenant to the file, click on the Add Tenant button.



2. Contact List will appear. 
3.  Users can choose to link:
  1. Option A) Link an Existing Contact– type in the search field. PropWorx will filter results of existing contacts. Select by clicking on the contact to be linked to the file. Repeat loading contacts if required.

  1. Option B) Create a New Contact– click on the Create New Contact button. Select the contact type (i.e., Person or Company). Create New contact screen will appear. Repeat if required.


4. Repeat as required. Selected contact/s will appear on the file. 



Edit a Tenant Profile

1. To edit a contact, click on the Contact Name to open the contact's profile. 



2. Contact's profile will open to view details.  

3. Click on Edit button.



4. To confirm changes, click Save Changes button.



Link Bank Details on Tenant Profile

1. To edit a contact, click on the Contact Name to open the contact's profile. 



2. Contact's profile will open to view details.  

3. Click on Edit button.



4. Scroll to Bank Account Details section. Click on Manage Bank Account.



5. Bank Account details screen will open. Users can choose to link:
  1. Option A) New Bank Account – click on the Add New Bank Details button. Fill in the bank account details and click Save Account. Bank details will be linked to the contact's profile. 

  1. Option B) Link an Existing Bank Account – select the bank account details to be linked to the customer file. Click Submit to link. 


6. Selected Bank details will be linked to the customer file. 
7. Optional: Add a Payment Reference.
8. To confirm changes, click Save Changes button.



9.  Payment settings will appear on Tenant profile. 

Unlink a Tenant Profile 

1. Click on the Settings () button and select Remove Tenant from File.



2. Confirmation prompt will appear, click on Delete Tenant button. (Note: this will not delete the contact, it will just remove the contact from the file.) 


3. Contact will be removed from the tab on the selected file.

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