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Adding Tenants

Tenants are the individuals who occupy your rental units. You can add tenants manually or automatically when uploading an Ontario Standard Lease.

Adding a Tenant Manually​

Step 1: Navigate to Tenants​

  1. Click Tenants in the sidebar
  2. Click Add Tenant

Step 2: Enter Tenant Information​

FieldRequiredDescription
First NameYesTenant's first name
Last NameYesTenant's last name
EmailRecommendedFor records and communication
PhoneRecommendedPrimary contact number
NotesNoAny additional information

Step 3: Save​

Click Save Tenant to create the 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):

  1. Add each tenant separately
  2. When creating the lease, select all applicable tenants
  3. All tenants will be 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​

  1. Go to Tenants
  2. Click on the tenant's name
  3. Click Edit
  4. Update the information
  5. Click Save

Deleting Tenants​

warning

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

  1. Navigate to the tenant
  2. Click Delete Tenant
  3. Confirm deletion

Viewing Tenant Details​

The tenant detail page shows:

  • Contact information
  • Current lease(s)
  • Past leases
  • Payment history
  • Associated notices

Next Steps​

After adding a tenant: