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# How to edit tenant information in Plexflow

[https://www.youtube.com/watch?v=mYLmB96MkZk](https://www.youtube.com/watch?v=mYLmB96MkZk)

In Plexflow, you can edit a tenant’s information at any time: name, mailing address, phone number, and email address.
However, **the procedure depends on whether the tenant already has a Plexflow account or not**, especially when changing their email.

Here are the steps to follow in each situation.

## 1. Edit the information of a tenant **without a Plexflow account**

If the tenant **has not yet created or activated** their Plexflow portal, all of their information can be edited directly in their record, including their **email address**.

### Steps

1. Go to **Properties**.
2. Select the **property**, then the tenant’s **unit**.
3. Click the **tenant’s name** to open their record.
4. Click the **blue button** to edit the information.
5. Update:
   - Name
   - Address
   - Phone number
   - Email address
   - Any other available information
6. Click **Save**.

The changes will be applied to the tenant’s file immediately.

![Tenant card with the blue button to edit information](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/image_aslys3.png)

## 2. Edit the information of a tenant **who already has a Plexflow account**

When a tenant has an **active Plexflow account**, all of their information can also be edited in their record, **except their email address**.

### 2.1 Information that can be edited directly

This information can be updated as usual:

- Name
- Mailing address
- Phone
- Additional information
- Custom fields

➡️ **These changes are saved immediately**, even if the tenant already uses their Plexflow portal.

### 2.2 Exception: the email address ⚠️

⚠️ **The email address cannot be edited directly** when a tenant has a Plexflow account, because it is tied to their **user profile**.

For this reason, if you need to change their email, you must first **unlink the existing account**, then update the address and invite them again.

### Unlink the tenant from the unit

If a tenant already has an active account in Plexflow but their information needs to be changed, here is the procedure to follow:

### Steps to unlink the tenant’s account:

1. **Go to the unit in question.**
2. **Click the tenant’s name** to open their record.

![Tenant card on the unit, before unsyncing the account](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-2_q03hfz.png)

3. Click the yellow button to unsync the tenant’s account.

- A confirmation window will appear (as shown below).
- Click **Yes, continue** to confirm the unlink.
- ⚠️ Warning: once unlinked, the tenant will no longer have access to this rent from their Plexflow dashboard until you invite them again.

![Confirmation window to unlink the tenant](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-3_1wwrd9b.png)

## Change the email address

After unlinking (step 3), you can edit the tenant’s email.

## Invite the tenant again to connect their Plexflow account

Once the information has been corrected, click **Onboard tenant** to send them a new invitation. The tenant will then receive an email and will be able to sign back in to their portal.

![Tenant card with the Onboard tenant link](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-5_1oesfog.png)