How to Create a Tenant for a Commercial Unit?

    • Tanvir Mahedi |
    • 0 step |
    • 5 minutes
    Access the **Admin Portal** by logging in.
    Go to **"Tenant Management**" dropdown under "Administration on left navigation
    Click on "**Tenant**"
    There can be **two scenarios** in regard to that. One scenario is - If you click on **"Add New Tenant"**, it will bring a popup with three option
    Click on Commercial Tenant with Commercial Tennant With "**Existing Commercial Lease**' Quick Method
    The other scenario is - when you click on **"Add New Tenant" dropdown** on the top right corner of the screen, you will see **two options** popping up
    Choose & click on the "**New Tenant With 'Existing Lease Document' (Skip lease process) (Residential or Commercial unit)**"
    Select "**Property**" by clicking on the dropdown
    Select "**Unit**" by clicking on the dropdown
    Fill out the Fields under "**Lease Summary"**
    Click the **"yyyy-mm-dd**" field beside the "First Rental Invoice Date".
    Alert- **The Rental Invoice will be generated automatically every month based on this setup**
    **Cam Calculation** Comes from the Property Settings
    Fill out the Fields under "**Profile/Primary Tenant"**
    **Email/Phone is optional now** (at least one was required/mandatory before) while creating a quick tenant
    Click on the **"Lease document (optional)"** field to upload any sort of documents
    Click on "**Submit**" to finish up
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