The Tenants page is where you manage the companies, households, and people associated with your property. From here, you can create tenant records, assign spaces, manage tenant contacts, upload tenant-related documents, and invite contacts to access Visitt+.
📌 Tenant Contacts and Property Users are managed separately in Visitt. Contacts access the Visitt+ app, while Users work within the Visitt platform. To learn more about User roles and permissions in Visitt, see Visitt User Roles and Permissions.
Who Can Manage Tenants and Contacts?
Role | Create and Edit Tenants; Add and Edit Contacts | Archive and Restore Tenants and Contacts |
Global Admin | Always | Always |
Property Admin | Always | Always |
Manager | When 'Can edit tenant and contact information' is on | When 'Can delete tenant and contact information' is on |
Manage Tenants
Tenant profiles store the information, spaces, documents, and insurance records associated with a company or household at your property. Use the sections below to create tenants, maintain tenant information, and manage their access within Visitt.
View a Tenant Profile
Navigate to Property → Tenants and select a tenant to open their profile.
The Details tab serves as the tenant's main profile page and may include a summary of important tenant information, such as work order activity, contact information, satisfaction metrics, and COI status.
Each tenant profile includes the following tabs:
Tab | Description |
Details | View and update tenant information, billing details, and notes. |
Contacts | Manage contacts, invitations, and contact access. |
Spaces | View and manage leased and authorized spaces. |
Documents | Upload and manage tenant-related files. |
COI | Available when Certificate of Insurance tracking is enabled. |
Create a Tenant
Navigate to Property → Tenants.
Click Create tenant.
Enter the tenant name.
Assign any leased spaces.
Optionally add authorized spaces.
Click Create tenant.
The new tenant profile will open automatically after it is created.
📌 While spaces can be assigned later, adding leased or authorized spaces during creation helps ensure the tenant is ready to use immediately.
Update Tenant Details
Open the tenant and select the Details tab.
From here, you can:
Update tenant information
Maintain legal and billing details
Add billing contacts and addresses
Mark the tenant as tax exempt when applicable
Add internal notes about the tenant
View connected integration information when available
Click Save changes after updating any section.
Manage Tenant Spaces
Open the tenant and select the Spaces tab.
Two types of spaces can be assigned:
Leased Spaces
Spaces that the tenant officially occupies or leases.
Authorized Spaces
Additional spaces, beyond the tenant's leased spaces, where the tenant's contacts can create work orders.
To assign a space, click + Leased spaces or + Authorized spaces in that section. To remove a space, click the '⋯' menu on its row and select Remove.
If your property uses shared common areas through Visitt+, those spaces may appear automatically and can only be managed through your Tenant App settings.
Manage Tenant Documents
Open the tenant and select the Documents tab to upload and organize files associated with that tenant.
Common examples include:
Lease agreements
Insurance documents
Tenant forms
Building agreements
Other tenant-related records
Click '+ Add document' to upload a new file. You can also search existing documents to quickly locate specific records.
Manage Certificates of Insurance (COI)
If Certificate of Insurance tracking is enabled for your property, the COI tab allows you to manage tenant insurance compliance.
From this tab, you can:
View insurance requirements
Upload COI documents
Monitor expiration dates
Review compliance status
Track missing or expired certificates
📌 The COI tab is only visible when Certificate of Insurance tracking is enabled for your property. Only Visitt can turn this on, so contact your CSM to enable it.
Archive or Restore a Tenant
If a tenant is no longer active, you can archive the tenant record without permanently deleting it.
To archive a tenant:
Open the tenant profile.
Click the ⋯ menu.
Select Archive tenant.
Confirm the action.
When a tenant is archived:
The tenant is removed from active tenant lists.
The tenant record becomes read-only.
Contacts lose access to that tenant in Visitt+.
To restore an archived tenant, return to the same menu and select Restore tenant.
Manage Contacts
Contacts are the people connected to a tenant, such as employees, residents, or other occupants. You can add contacts, assign roles, manage access permissions, and invite contacts to use Visitt+.
You can manage contacts from:
Property → Tenants → Contacts
The tenant's Contacts tab
Add a Contact
Open the tenant's Contacts tab.
Click Add contact.
Choose Create new contact or Add existing contact.
Enter the contact information.
Select the appropriate Visitt+ Contact role.
Save the contact.
To add several contacts at once, choose Import contacts instead.
📌 Contact roles determine what a person can do in Visitt+. For a full breakdown of available roles and permissions, see Choose and Manage Visitt+ Contact Roles.
Edit a Contact
Open a contact from either the tenant profile or the Contacts page to:
Update contact information
Change their Visitt+ Contact role
Adjust space access permissions
Review associated tenant relationships
Click Save changes when finished.
📌 Each tenant should have at least one active Tenant Admin. If you attempt to remove, archive, or change the role of the last Tenant Admin, Visitt will display a warning before continuing.
Manage Contact Access
A contact's ability to access features in Visitt+ is determined by:
Their assigned Visitt+ Contact role
The spaces they are allowed to access
Whether they have been invited to Visitt+
Review and update these settings from the contact record as needed.
Invite a Contact to Visitt+
To send a Visitt+ invitation:
Open the tenant's Contacts tab.
Select the contact's '⋯' menu.
Click Invite.
You can also invite multiple contacts from the main Contacts page using Send Visitt+ invite.
📌 Note: Contacts must have an email address before they can be invited to Visitt+.
Archive or Remove a Contact
Archiving and removing a contact have different results.
Action | Scope | Result |
Remove | One tenant | Unlinks the contact from the selected tenant only. The contact remains active within the property and keeps access to any other tenants they are associated with. The contact can be added back to the tenant later if needed. |
Archive | Entire property | Deactivates the contact across the property, removes access to all associated tenants, prevents access to Visitt+, stops notifications, and signs the contact out of any active sessions. Historical records, such as work orders, visits, and documents, are retained and the contact can be restored later. |
📌 To restore an archived contact, go to Property → Tenants → Contacts, click Archived, and then click Restore on the contact's row.
FAQs
What happens when I archive a tenant?
Contacts lose access to that tenant in Visitt+. The tenant record remains in Visitt and can be restored at any time.
What's the difference between Archive and Remove for a contact?
Remove disconnects a contact from a single tenant. Archive deactivates the contact across the entire property and removes access to all associated tenants.
Why is the Invite option unavailable?
Contacts must have an email address before an invitation can be sent. If the contact already has an active Visitt+ account, an invitation may no longer be required.
Why can't I assign a leased or authorized space?
Visitt prevents duplicate space assignments and does not allow a leased unit to be assigned to multiple tenants at the same time.
For Yardi-connected properties, lease information is typically managed in Yardi and synchronized to Visitt automatically.
How do I give all tenants access to common areas?
Navigate to Settings → Property → Tenant App → Common Areas and select the spaces that should be available to all tenants.
Where can I upload lease agreements or tenant records?
Open the tenant's Documents tab and click '+ Add Document' to upload files associated with that tenant.
Why don't I see a COI tab?
The COI tab is only available when Certificate of Insurance tracking is enabled for the property. Contact your CSM to turn it on.
Keeping tenant records, spaces, documents, and contacts up to date helps ensure the right people can access Visitt+, submit requests, and stay informed. If you have any questions, our Support Team is always happy to help.