How do I create a new Tenant?

Before you add a new tenant, you will need to firstly create the Tenant Work Types. You can add the work types by going into the “Settings” icon, and then clicking onto the “Tenant Work Types”

Once you are on the Tenant Work Types screen, navigate to the grey tool menu and click onto the “Add Tenant Work Type” where a pop up screen will appear where you can then input the required tenant work type.

You will then need to click onto the “Tenant List” tab in the upper section of your screen and then if you click into the grey tool menu and “Add Tenant”, this will then bring up a pop where you will be able to input the tenant’s details.

The tenant’s contact name and details as well as work types and parent company can be stored. You will also be able to store notes and upload images or documents.

Once the tenant has been created, you will be able to view them along with any other tenants which have been created within the Tenant List section of RiskWise.

You will be able to view any archived tenants on the system by clicking onto the sub tab named “Archived”. Furthermore, you will also be able to edit tenants (if the permissions are in place for your user level) by clicking onto the small pencil icon on the right hand side of each tenants name.