Delete an occupant

Remove an occupant who should no longer be included.

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. Remove an occupant who should no longer be included.
3. Update number of occupants in any active application/onboarding separately.
4. Complete the task, save the change and reopen the related request or profile row.

Fields, rules and limits

• Update number of occupants in any active application/onboarding separately.

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?

Update number of occupants in any active application/onboarding separately.

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

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