Tenant Creation

for admins & property manager s, adding tenant creation is an essential step to ensure smooth operations once a tenant is added, their details are instantly reflected in the system this document provides you with a step by step guide to adding a tenant in the erp it will cover everything from tenant verification, entering details, submitting the form, and where the tenant will appear after successful creation go to the tenant section from the left side menu, click on leasing → people → tenants you will see the tenant dashboard with a list of all tenants start adding a tenant click on the add new tenant button on the top right side after clicking on add tenant button, add tenant page will open aadhaar kyc verification enter the tenant’s aadhaar number and click send otp verify using the otp if required fill in tenant’s personal information prefix (mr /ms /mrs ) first name and last name gender email phone number marital status date of birth nationality father’s name and mother’s name spouse’s name (if applicable) profession blood group health/disease information (if any) by scrolling down, the admin can access the tenant type section, which offers four available options individual when an organization rents the property to a single person then it is termed as individual tenant the individual tenant is responsible for paying the rent and following all rules mentioned in the rental agreement corporate when an organization rents the property for work related purposes or employee accommodation then it is termed as corporate tenant in this case, the company is legally responsible for rent payments and for complying with the lease terms corporate sponsor a corporate sponsor tenant is a company or organization that arranges and pays for accommodation on behalf of an individual, such as an employee the sponsoring company takes full financial and legal responsibility for the rent and lease obligations under a corporate agreement other the “other” tenant type includes tenants who do not fall under the standard individual or corporate categories this may include government assigned tenants, temporary tenants, or tenants under special or custom arrangements defined by the property owner or property manager from here admin can select the appropriate tenant type based on their requirements after submitting the information, admin can view the tenant type on the dashboard, after that the selected tenant type and its category will be visible on the dashboard add tenant’s address current address address line 1 & 2 locality name zip code country state city permanent address if the permanent address is same as current, check the permanent address is same box otherwise, fill in the permanent address details separately emergency contact number scroll down to view the emergency contact section enter the following details full name relationship with tenant email mobile number address admin can add multiple emergency contacts for different relatives by clicking on + add emergency contact once all the required information is filled, click the submit button submit tenant details after filling in all details, click submit a confirmation message, “success! new tenant added successfully!” will appear open tenant details page click on the tenant option to move forward the list of tenants will be displayed this action will open the tenant details page, including several tabs or sections general address document emergency contact now, the admin can view tenant details general in general tab, admin can access the tenant’s basic information in the address section, the admin can view the tenant’s saved address in the erp in the document section, tenants can upload and save all their documents for future reference in the emergency contact section, the admin can view the emergency contact details provided by the tenant