Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 9 Next »

This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

Both standard tenants and occupiers can be added to the same tenancy. Once added, letters can be set up to send to the occupier(s), as well as/instead of the tenant, and vice versa.

This page outlines how to add permitted occupiers to a tenancy where the main tenant is a person; in situations where the main tenant is a company with licenced occupiers, click here for more information


1. Access tenancy

From the tenancy record:

  • In Additional Tenants / Occupiers panel

  • Click (plus) icon and select the required option

  • New occupier name 
    See steps 2-3

  • New occupier from contact record
    Search for an existing record or, where one doesn't exist, a new contact record can be added - the contact will be added as an Occupier
    Jump to step 4


2. Add permitted occupier details

This screen will be shown when choosing to add a New occupier name (outlined in step 1)

  • Relationship enter a descriptive label for the occupier
    Entering this is optional - leaving the field blank results in a default description being added on clicking Accept (e.g. Occupier 1)

  • Enter their Name

  • Enter their Date of Birth

  • Use the Note field to add any additional information about this occupier (optional)

  • Click Accept


Your system can be configured to ensure that it is mandatory to enter a date of birth when adding permitted occupiers - click here to request this

3. Convert to contact

Converting an occupier to a contact can be carried out from the screen shown in step 2 or as follows

From the tenancy record:

  • Right-click over the occupier name and select Convert to contact

    A new contact record will be created and displayed - the occupier's name, address and date of birth (where entered) will already be completed

  • Add more detail to the contact record, as required

  • Click Save


A contact record should usually only be created for an occupier who is 18 or over - before converting an occupier to a contact, check the occupier's age (displayed on screen)

Your system can be configured with a minimum age for contact creation (e.g. 18) - click here to request this

4. Change tenant/occupier description

Descriptions added by default (i.e. Add. Tenant 1, Occupier 2) can be edited

From the Additional Tenants / Occupiers panel:

  • Click into the description field

    A border is displayed around the description

  • Type your new description and press enter on your keyboard


5. Add occupier details to a letter

Merge fields which will pull the occupier name(s) 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


  • No labels