Tenant Management
Effectively managing tenant information helps you stay organized and prepared for any situation.
Tenant List View
The Tenants page shows all your tenants with:
| Column | Description |
|---|---|
| Name | Full name (click to view details) |
| Contact email | |
| Phone | Contact phone |
| Status | Active, Past, or No Lease |
| Property | Current property (if active lease) |
Filtering Tenants
Filter by:
- Status: Active, Past, All
- Property: Specific property
- Search: Name or email
Sorting
Click column headers to sort by:
- Name (A-Z, Z-A)
- Status
- Property
Tenant Detail Page
Click a tenant's name to see:
Overview Section
- Contact information
- Total paid (lifetime)
- Current arrears (if any)
Leases Tab
- Current active lease
- Past leases with dates
- Link to each lease detail
Payments Tab
- Payment history
- Filter by date range
- Export to CSV
Notices Tab
- All notices served to this tenant
- Notice type and date
- Download PDFs
Activity Tab
- Recent activity log
- Payments, notices, lease changes
Managing Multiple Tenants
Joint Tenants (Roommates)
For units with multiple tenants on one lease:
- Each tenant has their own record
- All are linked to the same lease
- Notices are addressed to all tenants
Tenant Changes
When a tenant leaves but others stay:
- Create a new lease with remaining tenants
- End the old lease
- Previous tenant remains in system for records
Communication Best Practices
Keep Records Updated
- Update email/phone when tenants inform you of changes
- Use Notes field for communication preferences
Document Everything
- Important communications should be recorded
- Use maintenance tickets for repair requests
- Notices create automatic records
Tenant Privacy
OntarioLandlord stores tenant information securely:
- Data encrypted at rest and in transit
- Row-level security ensures tenant data isolation
- You control who sees tenant information
Data Retention
Tenant records are retained as long as your account is active. If you delete your account, all data is permanently removed after a grace period.
Exporting Tenant Data
Individual Tenant
- Go to tenant detail page
- Click Export
- Choose format (PDF summary)
All Tenants
- Go to Tenants list
- Click Export All
- Download CSV with all tenant records