Tenants

Tenants directory showing company names, buildings, employees, and lease status

CRM / Tenants — Production view

The Tenants page is a directory of all companies occupying space in your buildings. Use it to manage tenant records, track lease data, and organize users by company.

Overview

Navigate to HqO Admin > CRM > Tenants. The page opens scoped to your currently selected building.

Summary metrics appear at the top of the page:

MetricDescription
Total tenantsNumber of tenant companies in this building
Total leased RSFCombined rentable square footage under lease
Annual rentTotal annual rent across all tenants
Expiring soonNumber of leases with upcoming expiration dates

The tenant table shows:

ColumnDescription
TenantCompany name and industry
BuildingsBuilding(s) the tenant occupies
EmployeesNumber of employees associated with the tenant
Monthly rentMonthly rent amount
RSFRentable square footage
Lease endLease expiration date
StatusActive, Inactive, or Missing data

Missing data means required lease fields have not been filled in. This does not affect platform access for users.

Add a tenant

  1. Navigate to HqO Admin > CRM > Tenants.
  2. Click Add tenant.
  3. Search for the company and select it, or create a new record.
  4. Fill in lease details as needed and save.

Search and filter

Use the search bar to find tenants by name. Use the Industries dropdown to filter by business category. Click Hide test tenants to remove test records from the list.

Export tenant data

Click Export to download the current tenant list as a CSV file.

Edit a tenant

Click on any tenant name to open its detail page. From there you can update company details, lease data, employee count, and associated buildings.

FAQ

Why do many tenants show dashes for rent and RSF? These fields are optional and may not have been populated during tenant setup. Edit the tenant record to add lease details.

Can I assign a tenant to multiple buildings? Yes. A single tenant company can be associated with multiple buildings if they occupy space in more than one property.

What does "Missing data" status mean? The tenant is missing required lease fields. It does not affect the tenant's users or their access to the platform.

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