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Newport Beach, CA 92660
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          • Creating a Tenant
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Creating a Tenant
 

Creating a Tenant:

Method #1:

  1. Go to Setup > Tenants.

    Tenants Menu

  2. Click on Create Tenant on the top of the Tenant list.

    Tenant List

  3. In the Basic Information tab, fill out the necessary information.

  4. Select the suite(s) that the Tenant occupies in the Available Items list and move them to the Selected Items list by using the arrows.

    Basic Information Tab


    Note:
    • The suites are listed according to "Building Name \ Suite".


  5. Click on Create.

Method #2:

  1. Go to Setup > Places.

    Places Menu

  2. Locate and click on the Building name.
  3. Locate and click on the Floor.
  4. Locate and click on the Suite.
  5. On the Suite Level of the Places Tree, click on Dropdown Arrow to see the drop-down menu and its options.
  6. Click on Create Tenant.

    Create Tenant

  7. OR click on Create on the top right in the Places Setup page above the list of Tenants shown for that suite.

    Create Link

  8. Fill out the necessary information.
  9. Click on Create.
    Note:
    • The newly created Tenant will also appear on the Tenants list under Setup > Tenants (See Method #1 above).

Last Updated: October 12, 2016