The Tenant Overview and Configuration pages control the tenant's settings within the platform and can be customized as much or as little as needed for your building's operations; for example: if your building uses the Work Orders module, you will configure the building settings within the Work Order module, and you will configure the tenant's specific Work Order settings (if needed) within the Tenant Page.
- Tenant Configuration Page vs. Tenant Overview Page
- Tenant Overview Page
- Tenant Configuration Page
- Editing or Deleting a Tenant
Tenant Configuration Page vs. Tenant Overview Page
- Tenant Configuration Page: Configure tenant settings for work orders, visitor management, reservations, and store contact and location information.
- Tenant Overview Page: View people associated with the tenant, store lease information, see tenant account charges and credits.
Tenant Overview Page
You can do and see the following in the Tenant Overview Page:
- View all users associated with the tenant
- Click on the People tab to see all users
- Add leases
- From the Overview Page, click into the Lease tab
- Click Add Lease and add the start date, end date, lease code, and floors and suites
- View tenant's account charges and credits
Tenant Configuration Page
You can do the following in the Tenant Configuration Page:
- store tenant contact information and logos
- add email domains for user self-enrollment
- configure the tenant's location within your building or campus
- configure tenant reservation settings
- configure tenant visitor management settings
- configure tenant work order settings
- store leases
- see a view of all the tenant's charges and credits (if applicable)
The only field required in the Tenant Page is the name. All other fields are optional.
Key Info
This section stores the basic Tenant information.
- Name: company name
- Email Domains: add email domains for self-registration
- DBA Name: an alternate or public-facing name for the company
- Select User Tags: apply user tags created on the Tags page of the Directory module. Tags selected here are automatically assigned to everyone in this tenant, which lets you segment users and control which highlights and events the tenant group can see.
- Logo: store the company logo
Building Location
This section stores and configures the tenant's location within your building .
- Subleasing From: If the tenant is sub-leasing from another tenant, choose the other tenant from the dropdown menu
-
Location Label: This field manages the label in the Tenant Directory, Visitor Invitation Email, and Visitor Badges.
- If your building uses a Tenant Directory, this field determines whether the tenant appears in the directory and what is displayed for their location. If left blank, the tenant will not be shown in the directory.
- Buildings, Floors, and Suites: Once you have setup your building within the Buildings, Floors, and Suites page of the Property Setup module, you can select the appropriate location from the dropdown menus. These are the floors the tenant occupies.
- Visitor Floors: A searchable multiselect that controls which floors are available when registering a visitor for this tenant. Unlike the floors selected above, this field lists every floor at the site, not only the floors assigned to this tenant, so shared spaces such as a lobby, conference center, or amenity level can be made available for visitor registration. If left empty, visitor registration defaults to the floors assigned to the tenant above.
Additional Contact Information
This section stores the tenant's contact information.
Visitor Management Settings
This section configures the tenant's Visitor Management settings. These settings will be applied to all user's within this tenant.
- Restrict the Tenant Hosts' view of Visitors?: If checked, Tenant Hosts will only be able to see visitors that they are hosting or have registered. They will not be able to see all of their Tenant's visitors.
- Does Tenant have access to Visitor Watch List?: If checked, Tenant Admins and Tenant Security Managers will have access to the Visitor Watch List. They will only be able to create and see watch list members for their tenant.
- Notification Recipients: Watch List Matches: When a newly registered visitor matches someone on this tenant’s watch list, these emails will receive a notification. Separate each with a comma.
- Notification Recipients: Watch List Changes: When a watch list member is added for this tenant, these emails will receive a notification. Separate each with a comma.
- Show Employee Directory?: Whether or not to show the company's employee directory on the visitor check-in tablet.
- Send Visitor Notifications?: Whether or not to send notifications to this company's employees if their visitor has arrived
- Visitor Email Instructions: When this tenant has registered a visitor with their email, they will receive the following instructions
- Notify Check-in emails: When a guest checks into this tenant, these emails will receive a notification. Separate each with a comma
- Tenant Visitor Check-In Contact Info: This number will appear on the visitor form for the security desk to call when a visitor arrives
Reservation Settings
This section configures the tenant's Amenity Reservation settings. These settings will be applied to all user's within this tenant.
- Room Credits Beginning Balance: If your building uses credits, set this tenant's beginning balance here.
-
Reservation Mode: Specify whether only Tenant Admins or everyone in this tenant can make reservations that cost money or credits.
- Limited: Only Tenant Admins can make amenity reservations.
- Everyone: Everyone in the organization can make amenity reservations.
Work Order Settings
This section configures the tenant's Work Order settings. These settings will be applied to all user's within this tenant.
- Contracted Material Markup %: If the tenant has a contracted materials markup, add it here. This will be calculated into Work Order materials for this tenant.
- Contracted Labor Markup %: If the tenant has a contracted labor markup, add it here. This will be calculated into Work Order materials for this tenant.
- Billing Lease Code: If added, this Billing Lease Code will be printed on all Tenant Work Order Statements.
-
Tenant ID(Non Billing)
- Tax Exempt: When checked, tenants will not be taxed on any billable work orders. Please note this will only affect future services added to Work Orders, but not taxable services already added to work orders.
-
Internal Notes: These notes will be shown to ONLY internal staff when creating a Work Order for this tenant.
COI Settings
This section configures the tenant’s Certificate of Insurance settings.
- Coverage Requirements: Use the Manage COI coverage requirements here link to set the COI coverage requirements that apply to this tenant.
- COI Owners (Optional): Select the property team members responsible for managing COIs for this tenant. Selected owners will receive COI expiration notifications.
Editing or Deleting a Tenant
- Edit a Tenant: Click the Edit icon beside the tenant’s name to update their information.
-
Delete a Tenant: Click the Trash icon to remove a tenant from your directory.
- ⚠️ Deleting a tenant also removes all users associated with it. To unarchive a tenant, please reach out to tech support.
Related to