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This guide has been reviewed against our global client base and classed as relevant to all regions

When a tenant is a company, you can add licenced occupiers to the tenancy . Both - both standard tenants and occupiers can be added to the same tenancy.

Once added, letters can be set up to send to the occupier, instead of the company, and vice versa.

A licenced occupier is someone whose name is not on the rental agreement, the company that are providing their accommodation are instead. 

Tip

For information on adding a permitted occupier to a tenancy (where the main tenant is a person), click here: Add permitted occupiers to a tenancy (when main tenant is a person)

This feature applies when a tenant was added as a company applicant, as shown in the example below:

Expand
titleClick here for company applicant example
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A licenced occupier is someone whose name is not on the rental agreement
The company that are providing their accommodation are used for this instead

1. Adding a tenant or an occupier to a tenancy

Infotip

See notes at top of this article regarding the difference between an occupier and a tenant

From tenancy:

  • The tenant name (i.e. the company applicant) is shown in the Company panel

  • Additional Tenants / Occupiers are shown in the panel below

To add further occupiers or tenants

  • From Additional Tenants / Occupiers panel, click (plus) icon

  • Select option to add New tenant or New occupier

2. Add occupier details to a letter

Merge fields which will pull the occupier names into a letter are available

  • If you have access to the Letter Template Editor, these fields can be found in the Tenancy section, for example All Occupier Names

    Permitted occupier fields in LTE.png
Tip

For information on adding a permitted occupier to a tenancy (where the main tenant is a person), click here: Add permitted occupiers to a tenancy (when main tenant is a person)

From version 12.189+, permitted/licenced occupier roles are shown on the contact record, as outlined here: Permitted or licenced occupier role shown on contact record

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When a tenant is a company, you can add licenced occupiers to the tenancy

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