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Tenant Directory

The Tenants page is the main operating list for current, past, and archived tenants.

What the Directory Shows​

  • Tenant name and contact information.
  • Current property and unit when an active lease or lease in notice exists.
  • Account status.
  • Insurance status.
  • Lease-derived tenant status.
  • Lease end date or Month-to-Month.
  • Row actions for viewing and managing the tenant.

The summary header shows the total number of tenants and counts for Active, Past, and Archived records.

Search Tenants​

Use the search field to find tenants by name, email, phone, property, or unit.

Filter Tenants​

Select Filters to narrow the directory by tenant status, account status, or insurance status. Select Apply Filters to update the list or Clear Filters to reset it. The Filters button shows the active filter count.

Active and Past tenant status filters require Leases View permission. Without it, those options are hidden and any previously selected Active or Past filter is ignored. All statuses and Archived remain available.

Tenant Actions​

Open the actions menu on a tenant row to:

  • View the tenant detail page.
  • Edit tenant details, emergency contact information, or the tenant image.
  • Add or update internal notes.
  • Archive an active or past tenant.
  • Restore an archived tenant.
  • Permanently delete a tenant.