Before you start
- Have a lawful reason to store the contact details. A person can have more than one role in your private register.
Step-by-step instructions
- Open Property Manager and the People section.
- Search before adding a new contact, using name or the available role filters to reduce accidental duplicates.
- Add the person's actual name and appropriate contact fields and roles.
- Use the provided import or linking controls for landlord and tenant details already recorded in your portfolio.
- Open the person's detail to review linked properties, tenancies or applications.
- Edit or unlink the contact through the allowed controls, and check the underlying record if a historical name needs separate correction.
Workspace links may ask you to sign in. Access depends on your role, plan and the records shared with you.
A person is not an account
Adding a contact does not register a login, send an invitation or activate a tenant/landlord portal. Use the separate invitation and confirmation flow for access.
A record can preserve the tenant or landlord details it originally recorded. Linking or editing a contact does not silently rewrite the names on old tenancies, payments or receipts.
Troubleshooting
- A person appears with an old name on a receipt
- Check the recorded transaction and tenancy facts. A People edit is not a correction to a posted financial record.