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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 or 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 Applicant/Tenant Details, tenant(s) are displayed

  • Click Add Occupier (bottom of screen) to add a permitted occupier



2. Add permitted occupier

  • Enter their Name

  • Note could be used to explain why they are a permitted occupier

  • Click Accept


3. Occupier added

The permitted occupier is added along with the other tenant(s) and is identified by Occupier at the start of their name)


4. 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, Agent section 


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