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Adding tenants

Tenants are the individuals who occupy your rental units. There's no standalone tenant-creation screen — tenants are created inline while creating a lease, or automatically when you upload an Ontario Standard Lease.

Adding a tenant while creating a lease​

  1. Start Create Lease (see Creating leases)
  2. On the tenant step, check Create new tenant
  3. Enter the tenant's information:
FieldRequiredDescription
Legal NameYesThe tenant's full legal name — there's no separate first/last name field
EmailRecommendedFor records and communication
PhoneRecommendedPrimary contact number

There's no Notes field on a tenant record.

Adding tenants via OSL upload​

When you upload an Ontario Standard Lease (OSL) PDF:

  1. The system extracts tenant names automatically
  2. Creates tenant records for each person on the lease
  3. Links tenants to the lease

See Uploading OSL for details.

Multiple tenants on one lease​

For leases with multiple tenants (roommates, couples), add co-tenant emails on the same lease creation flow — see Creating leases. All co-tenants are associated with the same lease.

Tenant information best practices​

Contact information​

Keep at least one contact method on file:

  • Email - For formal communications
  • Phone - For urgent matters

Use the tenant's legal name as it appears on:

  • Their ID
  • The lease agreement
  • LTB documents

This ensures consistency if you need to file with the LTB.

Editing tenant information​

Open the tenant from their lease and click Edit. Legal Name and Phone can be changed directly. Email is different — changing a tenant's email triggers a CASL consent flow (the tenant needs to consent to electronic communication at the new address), so it isn't a simple field edit.

Deleting tenants​

warning

You cannot delete a tenant who has active leases. End or delete the lease first.

  1. Navigate to the tenant (via their lease)
  2. Click Delete Tenant
  3. Confirm deletion

Viewing tenant details​

There's no standalone Tenants list page. Tenant information — contact details, current and past leases, payment history, associated notices — is viewed from the Leases list and each lease's detail page.

Next steps​

After adding a tenant: