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How to Manage Occupants

The Occupants Management Board provides a central view of occupants associated with an estate.

You can search for occupants, filter the list, sort the results, and access the available occupant actions.

Open the Occupants Management Board​

  1. Open the estate you want to manage.
  2. Select Occupants Management Board.
  3. The occupant management page opens.

The estate name is displayed below the page title.

Search for an occupant​

Use Search Occupants to locate an occupant.

The search field supports searching by:

  • Name
  • Address

Enter the occupant's name or the relevant unit address.

Filter occupants​

The board provides several filters.

Unit Type​

Use Unit Type to filter occupants according to the type of unit assigned to them.

The default option is:

All Unit Types

Agreement​

Use Agreement to filter occupants according to the agreement status available in Rytche.

The default option is:

All Agreements

Lease Status​

Use Lease Status to filter occupants according to their lease status.

The default option is:

All Lease Statuses

Receipt​

Use Receipt to filter occupants according to receipt status.

The default option is:

All Receipts

Sort occupants​

Use Sort By to change the order of the occupant list.

The default option shown is:

Default Order

Occupant information​

The management table displays information including:

  • Admitted
  • Name
  • Unit Type
  • Address
  • Fee
  • Details
  • Agreement
  • Tracker
  • Payment
  • Actions

Admitted​

Shows the occupant's admission information.

Name​

Shows the occupant associated with the unit.

Unit Type​

Shows the type of unit assigned to the occupant.

Address​

Shows the address of the assigned unit.

Fee​

Shows the applicable unit fee.

Details​

Provides the available occupant or tenancy details.

Agreement​

Displays the current agreement information/status available for the occupant.

Tracker​

Displays the occupant's current tenancy or rent-tracking status.

Payment​

Provides access to the available payment-related information or action.

Actions​

The Actions column contains additional actions available for the occupant.

note

Available actions depend on the occupant's current state and the permissions of your account.

Finding a specific occupant​

For a large estate, use the filters together.

For example:

  1. Search for the occupant's name or address.
  2. Select a Unit Type.
  3. Select an Agreement status.
  4. Select a Lease Status.
  5. Select a Receipt status.
  6. Use Sort By if you need a particular ordering.

This allows you to narrow the occupant list without manually reviewing every record.