Add an occupant or person

Record another person who will live with the renter.

Before you start

Rent-request permissions apply to staff. Client profile actions are limited to the signed-in customer and authorised relationships.

Follow these steps

1. Open the rent request or the client’s Renter Profile indicated in the route.
2. Record another person who will live with the renter.
3. The person action and person_table manage related occupants.
4. Complete the task, save the change and reopen the related request or profile row.

Fields, rules and limits

• The person action and person_table manage related occupants.

Check it worked

The request/profile stores the intended details for the correct customer.

If something does not look right

If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.

Questions and answers

What should I verify for this task?

The person action and person_table manage related occupants.

Why is the record or action unavailable?

Rent-request permissions apply to staff. Client profile actions are limited to the signed-in customer and authorised relationships. Check the current company and record relationship before requesting additional access.

Useful next steps

• Delete an income source
• Delete an occupant
• Add an income source
• Find the current module menus
• Browse all merged module guides