This guide provides two specific paths to find and edit a tenant's profile.
Step-by-Step Guide
Navigate to the Tenant's Lease Details.
There are two ways to get to the correct screen. Choose the path that works best for you:
Path A: From the Properties Page
Go to the Properties page.
In the sidebar, click on the unit where the tenant resides.
Select the Lease tab.
Click on the Details sub-tab.
Path B: From the Accounting Page
Go to the Accounting page.
In the sidebar, click on the tenant's name.
Select the correct Lease tab (it will be titled with the name of the lease).
Click on the Details sub-tab.
Expand the Tenant Information Section.
On the Details tab, find and click on the dropdown menu labeled "[Tenant Name] Information" to expand it and view their details.
Click a Field to Edit.
With the section now open, simply hover your mouse over the piece of information you want to change (like the phone number or email address). When you click on the field, it will become editable.
Update the Information and Save.
Make your changes directly in the field. When you are finished, click the Save button to confirm the update.
Confirmation
The new information is now saved and will be reflected across the system. You can immediately see the updated details in the tenant's information section.