top of page

How To Edit Tenant Details

How To Edit Tenant Details

You can now edit tenant details on the mobile app, including the Lead Tenant. It's now easier than ever to fix an incorrect email address or name.

Tenant details cannot be edited once a report has been completed.

1

Go to the report that is awaiting a signature.

2

Under Tenants, select the tenant that requires editing.

How To Edit Tenants Details Image

3

Under Tenants, select the tenant that requires editing.

How To Edit Tenants Details Image

4

Click Save changes and re-send email.

How To Edit Tenants Details Image
How To Edit Tenants Details Image

Edit Tenant Details on The Web App

1

Go to the Tenant Portal tab on the report awaiting signatures.

2

Click the 3 black dots next to the tenant's name.

3

If the report needs to be re-sent to the tenant, select Resend.

4

Click Edit to change the tenant's name or email address.

How To Edit Tenants Details Image

5

Edit the tenant's first name, last name or email address.

6

Select Confirm and re-send email. This will send the tenant a new report link.

How To Edit Tenants Details Image

Updated on: 27/06/2024

Discover why HelloReport is the best solution for all your property reports

Find out more by booking a live demo with a member of our team today.

bottom of page