Review and update a tenant’s contact information
Correct the intended tenant record and keep portal identity separate from lease details.
On this page
Confirm the tenant’s name, rental and portal-access status. Have the corrected details from the tenant.
Step 1: Open the profile
Choose Renters > Tenants and open the named tenant. Review the linked leases and portal-access status.
Step 2: Use the offered edit controls
Choose Edit for contact fields you can change. Review restrictions for an existing portal user; ask that user to update their own verified account when required.
Step 3: Save and reopen
Save permitted changes, read the result and reopen the profile. Changing a phone or email draft is not proof the update was accepted.
Step 4: Review pending requests separately
Check portal invitations, screening requests and e-sign recipients that used the old address. Do not assume editing a contact rewrites a request already sent.
Check the result
- The permitted contact update is visible on the intended profile.
FAQs
Can I change the email on a signed document this way?
No. Signed documents and signature evidence retain their own history. Review any pending request through its signing workflow.
Why is a field locked?
It can belong to the tenant’s verified account or a protected workflow. Follow the field’s message or ask support about that record rather than creating a duplicate tenant.