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Switch Tenants on a Rental Unit
Switch Tenants on a Rental Unit
Jonathan Heilman avatar
Written by Jonathan Heilman
Updated over a week ago

Permit Manager has a Switch Tenant button to change the tenant in a rental unit.

Begin from the Edit Tenant window of the rental unit that is getting a new tenant. Click the Switch Tenant button at the bottom of the screen.

Permit Manager then shows a dialog box related to the tenant move out date and the tenant contact record.

If the tenant's move out date was something other than today, click Cancel and fill in the correct move out date. Then, click Switch Tenant again.

In most cases, the Tenant Contact should not be archived. However if you are absolutely, positively confident that the tenant will never again live in the municipality, you can check the Archive Tenant Contact checkbox.

Click Switch Tenant.

Next, choose the new tenant using one of the options noted in the screenshot below.

The Tenants list now shows the tenant with a Move Out date and a checkmark in the Previous Tenant column.


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