How to edit tenant information in Plexflow

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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:
6. • Name
   • Address
   • Phone number
   • Email address
   • Any other available information
6. Click Save.

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

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.

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.

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.

Updated on: 12/11/2026