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Tenants - Adding a permitted occupier

Updated over 7 months ago

Please find below guidance on how to add details of a permitted occupier:

  1. Go to Tenants > View tenants

  2. Locate the tenant who the permitted occupier is to be associated with

  3. Click the edit pencil icon

  4. Open the Contacts / Dependencies tab

  5. Within the Dependencies section, enter details of this individual

  6. Tick the checkbox within the Permitted Occupiers column

  7. Click Update tenant

Please note, in order for the name of any permitted occupiers to appear on the tenancy agreement, the following merge field needs to be included in the agreement template: $tenant.permitted_occupiers.inline$

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