Manage Tenant Details

Overview

To edit a tenant, open the property's Tenants card → click the tenant's name → View tenant profile, update their details and click Save Changes. To fix the agreement email or name, or remove a tenant who hasn't signed, edit the tenancy while it's still Pending.

Edit a tenant's profile
1
Open the property
From Properties in the left menu, open the property. On the tenancy overview, find the Tenants card.
2
Open the tenant's profile
Click the tenant's name in the Tenants table, then click View tenant profile in the popup that appears.
3
Update their name
In the Personal Information section, edit the Full Name or Preferred Name.
4
Update their contact details
In Contact Information, edit the Primary Email and Primary Phone Number, or add extra email addresses and phone numbers. Add any Notes in Additional Information.
5
Save
In the sidebar, click Save Changes.

Note: Full Name and Primary Email are required — Keyhook won't save the profile without them.

Add or update a tenant's bank account
1
Open the tenant's profile
Open the tenant's profile as above: the property's Tenants card → the tenant's name → View tenant profile.
2
Go to Banking Information
Scroll to the Banking Information section.
3
Enter the account
Enter the Bank Account Name and the Bank Account Number — a valid NZ account number entered with dashes (for example 12-1234-1234567-12).
4
Save
Click Save Changes in the sidebar.

Note: Enter the Bank Account Name and Bank Account Number together — the form asks for both, and the number must be a valid NZ account. This account is what's used when you refund the tenant directly (for example a credit refund). The bond-refund form is different — it fills in the tenant's bank details from the tenant's own renter profile, not from this account.

Update the tenancy-agreement email or name
1
Open the property
Open the property from Properties. On the tenancy overview, find the Tenants card and its Pending Invitations list.
2
Edit the pending tenant
In Pending Invitations, click Edit next to the tenant whose details you need to change.
3
Update the name or email
On the Edit Tenancy Request page, update the Tenant email address. The Tenant name field only appears for new (Keyhook-built) tenancies — for a migrated/existing tenancy only the email is editable here, since the name comes from the existing lease.
4
Save and resend
Click Update Request. The tenant is re-invited at the updated email address.

Note: You can only change these while the tenant hasn't accepted. Once they accept the invitation, the Edit option disappears and the agreement details are locked.

Remove a tenant who hasn't signed
1
Open Set Up Tenancy
Open the property and click Set Up Tenancy in the left menu (or click Edit tenancy on the Pending Tenancy card).
2
Select the pending tenancy
At the top, make sure the Pending tenancy is selected in the tenancy selector.
3
Open the Tenants section
Open the Tenants section to see the invited tenants.
4
Delete the tenant
Find the tenant you want to remove and click Delete tenant.
5
Save
Click Save to save the section.

Note: Delete tenant is greyed out for anyone who has already accepted their invitation — a signed tenant can't be removed here. To part ways with a tenant who is on the signed agreement, use a change of tenants or end the tenancy (see Ending a Tenancy).

Frequently asked questions

Can I edit a tenant's details after they've accepted the tenancy?

Yes — their name, contact details, bank account and notes on the Tenant Profile can be updated at any time. What locks after acceptance is the tenancy-agreement email/name and removing the tenant from the tenancy.

Why won't the profile save?

Full Name and Primary Email are required, and any Bank Account Number you enter must be a valid NZ account (the form also asks for the Bank Account Name alongside it). Keyhook shows the error and won't save until it's fixed.

The bank account number won't save — what's wrong?

The number has to be a valid NZ bank account entered with dashes (for example 12-1234-1234567-12), and the form also asks for the Bank Account Name alongside it.

How do I remove a tenant who has already signed?

You can't remove a signed tenant directly. Handle it as a change of tenants, or end the tenancy and set up a new one (see Ending a Tenancy).

What's the difference between the two tenant lists on the property?

The Tenants table shows everyone recorded on the tenancy, while Pending Invitations lists those still to accept — that's where you edit or delete an invite before it's accepted.

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