General Information
- Tenant (required): Tenant ID, unique within the application.
- Name : Tenant's name.
- Father and tenant : Code of the parent occupant to which the occupant is linked.
- Organization : Organization related to the tenant.
- Type : The tenant is either internal or external.
- Category : The tenant is a natural person, legal entity, or other entity.
- Contact Person : Agent Tenant contact. For informational purposes only.
- Status : Tenant status.
Individual
If you select the category Individual, the following fields are available.
- Title : Tenant’s title, Mr. or Ms.
- Name : Tenant's name.
- Marital status * : Single, Married, in a civil partnership, or Widowed.
- Date of birth * : Tenant's date of birth.
- Place of birth * : Tenant's place of birth.
- Recipient ID * : Tenant's allocation number.
* Under the GDPR, these fields are not visible by default.
To make them accessible, this form needs to be customized (see Customization mode).
The name entered in the field General Information is automatically copied into the "Name", you can modify this if necessary.
Legal entity
If you select the Legal Entity category, the following fields will become available.
- Status : Tenant status: Company, Government Agency, or Association.
- Company Name : Company name of the tenant.
- Legal form : EI, SCI, SCP, SCM, EURL, SARL, etc.
- SIRET Number : Tenant’s SIRET number.
- RCS : Registration of the tenant in the Trade and Companies Register.
- APE/NAF Code : Main Business Activity Code / French Parts list of Economic Activities for the Tenant.
The name entered in the field General Information is automatically copied into the "Company Name", you can modify this if necessary.
Main address
You can enter the number and the designation (Bis or Ter) if necessary. Then,
- Enter the address, ZIP code, city, state, and country;
- Or, select a public worksIn this case, the fields (address, etc.) are filled in automatically.
Primary location
This framework automatically retrieves information related to the primary location defined in the tab Assignment.
Consent : Only the administrator with permission to view the approval status can see a graphical representation of the approval status in the header bar:
The user has declined consent. The data must be set to Inactive status.
The user has given consent.
The user has not yet given their consent.
