SME Professional

Tenants - Setting the How to Rent Guide preference

Tenants - Adding and viewing deposit account numbers (DANs)

Tenants - Adding guarantor details

Tenants - Setting a forwarding address

Tenants - Adding and tracking the expiry of Right to rents

Tenants - Adding a permitted occupier

Tenants - Copying a tenant record

Tenants - Updating a tenant record

Tenants - Adding a company tenant

Tenants - Archiving a tenant, viewing past tenants and unarchiving a tenant

Tenants - Adding a new tenant

Tenant records

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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