Quick Start
1. Open the Tenant Profile from the Tenant icon or Wondersearch.
2. On the General tab, review Snapshot, Account Balance, Rentals, and any missing info badges.
3. Use the Documents, History, and Ledger tabs to review communications and account activity.
4. Use Payment Methods to add/update cards or ACH and manage Autopay.
5. Use Gate Access and Delinquency to manage access, notifications, and delinquency status.
The tenant profile is your primary source for tenant information. It contains the tenant's demographic data, all notices and documents sent by the software, a history of all activity and tenant notes, the tenant's ledger, and the tenant's current delinquency state.
Access a tenant profile
Click on the Tenant icon on the left side of the screen.
Click the tenant's name to open their Tenant Profile.
Alternatively, use the search bar at the top of the page to go directly to a particular tenant's profile.
General tab
The General tab is the initial screen that opens when you select a tenant.
General Information
The General table provides tenant information.
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If your organization Allows Badges, you will see Badges at the top of the page when the tenant is missing information, hasn’t signed their lease, isn’t enrolled in store insurance, or isn’t enrolled in Autopay. Click the relevant badge to navigate to the page where you can complete the missing information or enrollment (such as lease signature, insurance enrollment, or Autopay setup). |
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The Snapshot table appears at the top of the profile. Click to expand and view tenant insights, including current rentals, payment status, delinquency status, recent transfers, preferred communication method, and documents pending signature. |
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Account Number: A seven-digit number assigned by the Storable Edge software to every tenant. It is required when tenants initially sign up for their online Rental Center account. Email: Only one email address per tenant is allowed. Phone: Select a phone number type: Mobile, Home, Work, Fax, Pager, or Other. If you choose Mobile and SMS is enabled for your facility, you can check the SMS box to send text messages to your tenant. You can add as many phone numbers per tenant as you'd like. Address: Select an address type: Home, Office, Mailing, Shipping, Other. The tenant's primary address will be used in documents and letters generated by the software. There is no limit to the quantity of addresses you may associate with a tenant. Invoice/Receipt Delivery: Choose whether monthly invoices are emailed to the tenant, printed and mailed by you, printed and mailed by Mail House*, or not sent. If you email the invoice, all payment receipts and NSF letters will also be emailed.
Rental Center: View the tenant's username and last login to their online account, and click Reset Password to reset their credentials. |
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Rental Review: If Rental Review is enabled at your facility and the tenant is flagged for Rental Review, you will see that the tenant requires review for future rental with the reason and restoration conditions. |
Contacts
The Contacts table lets you add additional contacts and assign access to your facility via gate or key fob.
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You may have an unlimited number of additional contacts for your tenants. Click Add Contact in the Contacts table to add a contact or Edit Contact to make changes to an existing contact. When a contact is designated as the Primary Contact, you can populate that person's information into documents and emails using these replacement fields: |
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If you use access cards or fobs at your facility, you can assign one to the contact by clicking + Add Access Card. Enter the number printed on the access card or key fob assigned to the contact, then click Save. Once an access card is added, you can remove it by clicking X or clicking Edit to make changes. The contact must have an access code entered in the Access Code field to be assigned an access card. |
Military information
If the tenant's category is set to Military when editing their General Information, the Military Information table will be on the General tab.
Click Edit Military Information at the top right of the Military Information table to make changes. |
Recent activity
This table shows the last four actions associated with the tenant. You can drill into additional activity and add notes to actions. Click the See all activity link to open the tenant's full History page.
Account balance
The Account Balance table displays the current paid through date, prepaid credit amount, and balance due for each unit.
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To add a one-time fee or merchandise item:
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Click Edit Upcoming Charges, then click Adjust in the panel that appears. |
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From the Add Item dropdown menu, select the fee or retail item to add to the tenant's balance, then click Save. |
Rental details
The Rentals table displays details of the unit(s) the tenant rented, including move-in date, lease number, gate code, billing cycle, rent rate, next rate change, insurance coverage, services, promos applied, waivers, and lien holder information.
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Moved-in: The date the tenant moved in, assigned at move-in, and cannot be changed.
Rate: This is the current monthly rent rate before sales tax. Next Rate Change: If a rate increase has been scheduled, the new rent rate and effective date will be listed here. You can add, edit, or cancel a rate change by clicking the Rate Change button. For additional details, see the Changing Rent Rates help article. |
Documents tab
The Documents tab ists all documents associated with the tenant.
If a document has been emailed, the Status column will indicate whether the email bounced, was delivered, was opened, etc. Click the Open button to see detailed email information and optionally resend the email.
Scanned documents or images uploaded to the tenant account also appear on the Documents tab. For more information on uploading images or documents, see the Image Capture help article.
History tab
The History tab displays all activity associated with the tenant.
Check the Source column to see which user is associated with each activity. If the Source is blank, the activity was an automated action taken by the software.
Click the Filter by dropdown menu to filter the list to show only Notes or only SMS messages.
Click the Notes button on a line item to add or review notes tied to that activity.
Ledger tab
The Ledger tab provides a comprehensive look into a unit's balance and financial history.
Use the ledger to view overall account status, all financial transactions, and changes in balance over time.
You can generate an account statement or take actions to apply credits, waive fees, add fees, reverse payments, refund payments, or void invoices.
For more information about the Ledger tab, see the Navigating the Tenant Ledger help article and the Understanding Ledger Views help article.
Payment Methods tab
The Payment Methods tab is where you add, edit, or delete saved credit cards or ACH details and configure Autopay. Tenants can have multiple payment methods saved on file. If a tenant has multiple units, they can have different payment methods set to automatically pay specific units.
Learn how to set up Auto Pay with new or existing payment methods.
Use clear naming and notes on payment methods so staff can easily see which unit each method is associated with.
Gate Access tab
The Gate Access tab will appear differently depending on whether your facility uses Storable Access Control as its gate provider.
Third-party gate providers
If you use a third-party gate provider (such as QuikStor, PTI Falcon or StorLogix, Digigate, Doorking, Stor-Guard, Revenue Control Systems or WinSen), your Gate Access tab is divided into two sections.
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In the Tenant Settings section, update the time zone or keypad zone that the tenant can access based on your gate software configuration. All tenants are initially set to the default values from the gate integration settings. Click the Override Settings link to edit these values and enter the appropriate single-digit numbers from your gate configuration. |
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In the Rental Settings section, review the gate codes and lockout status for each unit the tenant is occupying. Use the Gate Lockout Delinquency Stage to have Edge automatically lock tenants out of the gate when they become delinquent, or manually lock them out by checking the Locked Out box. To ensure a tenant is never locked out of their unit, check the Locked Out Exempt box. |
Storable Access Control
If you use Storable Access Control, you'll see additional information.
If you’re interested in learning more about Cloud Access Control, read more on our website or contact cloudaccesscontrol@storedge.com for a demo.
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Access Group: Select an access group for the tenant, which determines which access points they’re permitted to use and when.
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If the Text Code to Tenant button is missing, check that:
1. The Gate Code Request SMS template is turned On.
2. Receive SMS For Gate Activity is checked.
3. The tenant has a phone number listed with SMS notifications turned on.
Delinquency tab
When a tenant has not paid their monthly rent charge and reaches the Delinquency Starts Stage in the delinquency schedule, this tab becomes active.
You'll see the delinquency policy your facility utilizes. The standard policy is that once a tenant enters delinquency, the tenant cannot exit delinquency until the rent balance is paid in full. You can adjust the policy slightly by utilizing the options in Advanced Delinquency Stages.
Below the policy statement, you'll see a tab for each delinquent unit the tenant is occupying. The Delinquency Schedule name is shown under the unit number and links to the unit’s Delinquency Schedule.
If the unit is on a schedule that is no longer used, has never been used, or is on a previous version that has been updated, a banner will notify you.
The one-time delinquency stages will be listed by effective date. Recurring delinquency stages will be added on the day of the recurring event.
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Complete or undo delinquency actions.
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