Tenant Detail View Page
Overview
The Tenant Detail Page is your action center for managing individual tenant relationships. This comprehensive dashboard provides property teams with a complete view of tenant health, key contacts, activity history, and building assignments—all with inline editing capabilities that let you update information in real-time. The Detail Page transforms how you monitor and maintain critical tenant relationships across your portfolio.
Key Benefits
Tenant Health at a Glance - Overview cards provide instant insight into tenant details, contacts, activity, and building presence
Flexible Portfolio Views - Building filter lets you view data across all properties or drill down to specific buildings
Inline Editing - Update any information directly on the page with a single click—no navigation required
Relationship Intelligence - Track important contacts and their activity to deliver personalized, informed service
Centralized Information - Everything about a tenant relationship lives in one place, accessible to your entire team
Key Features
Building Filter
At the top of the Tenant Detail Page, the Building Filter allows you to adjust your view:
All Buildings - See portfolio-wide data for tenants that occupy multiple properties
Specific Building(s) - Filter to one or more buildings to view location-specific information
When you change the building filter, all data cards on the page update dynamically to reflect your selection. This is particularly valuable for tenants with presence across multiple properties in your portfolio.
Overview Tab - Four Core Cards
The Overview tab displays four cards that provide a comprehensive snapshot of the tenant:
1. Details Card
Core tenant information including:
Company name
Industry
Total employees
Monthly rent
Square footage
Lease end date
Status (Active/Inactive/Missing Data)
Contact information and additional details
Inline Editing: Click the pencil icon to edit any field directly on the card.
2. Contacts Card
Displays key people associated with this tenant—critical for relationship management and service delivery.
See all contacts (users) associated with the tenant
View contact names and relevant details
Identify important stakeholders, decision-makers, and primary contacts
Click any contact to view their individual detail page
Why This Matters: In large buildings or campuses with hundreds or thousands of tenant employees, the Contacts card helps your entire team know who matters—ensuring VIPs, executives, and key decision-makers receive appropriate attention and service.
2A. Notes
Notes are the way that property and asset teams can keep track of critical information and interactions, and it be seen across their entire portfolio user teams. Things like “this person likes to be called Michael not Mike” or “this person likes their coffee black” might be helpful, experience based information that can be entered into notes.
3. Activity Card
A timeline of all HqO-tracked activity for this tenant's users:
Badge-ins and access events
Resource bookings
Event RSVPs
Service requests
Any interaction captured by the HqO platform
This activity log helps you understand tenant engagement levels and identify opportunities to enhance their experience.
4. Buildings Card
Shows which building(s) in your portfolio the tenant occupies:
Building names and addresses
Quick navigation to building-specific views
Particularly important for tenants with multi-building presence
Inline Editing: All four cards feature the pencil icon—click to edit information in real-time without leaving the page.
Secondary Navigation Tabs
Beyond the Overview tab, four additional tabs provide deeper functionality:
Contacts Tab
An expanded view of all contacts associated with this tenant. This detailed view allows you to:
See the complete list of tenant users
Apply tags to organize and categorize contacts (see Tagging documentation)
Filter contacts by tags to quickly find specific people
Manage contact information
Activity Tab
A detailed timeline view of all tenant activity captured by HqO:
More comprehensive than the Activity card on Overview
Filter by activity type or date range
Export activity data for reporting
App Configurations Tab
Platform-specific settings and configurations for this tenant (details available in separate documentation).
Buildings Tab
An expanded view of all buildings where this tenant has presence:
Building-specific details
Square footage per location
Lease information by building
Quick navigation to building management
How to Use the Tenant Detail Page
Accessing the Tenant Detail Page
Navigate to Tenant in the left-hand navigation to open the Tenant List View
Click any tenant name in the table
The Tenant Detail Page opens, displaying the Overview tab by default
Using the Building Filter
To View Portfolio-Wide Data:
Ensure the building filter is set to All Buildings (default)
All cards display aggregated data across all properties where the tenant is located
To View Building-Specific Data:
Click the Building Filter dropdown
Select one or more specific buildings
All cards update to show data only for the selected building(s)
This is especially useful for tenants occupying multiple properties
Editing Tenant Information
Using Inline Editing:
Locate the card containing the information you want to update
Click the pencil icon in the top right corner of the card
Edit fields directly on the card
The card updates immediately—no page refresh required
Best Practice: Inline editing makes it fast to update information as you learn it, helping you maintain accurate, current tenant data without workflow interruption.
Viewing and Managing Contacts
From the Contacts Card (Overview Tab):
View a summary of key contacts for this tenant
Click any contact name to open their individual detail page
See tags applied to contacts (VIP, Executive, Primary Contact, etc.)
From the Contacts Tab (Secondary Navigation):
Click Contacts in the secondary navigation
View the complete list of all users associated with this tenant
Use filters to find specific contacts
Apply and manage tags (see Contact Tagging documentation)
Monitoring Tenant Activity
From the Activity Card (Overview Tab):
See recent activity at a glance
Quickly assess tenant engagement levels
From the Activity Tab (Secondary Navigation):
Click Activity in the secondary navigation
View comprehensive activity timeline
Filter by activity type or date range
Export activity data for reporting purposes
Managing Multi-Building Tenants
For Tenants in Multiple Buildings:
Use the Building Filter to toggle between portfolio and building views
Navigate to the Buildings Tab for detailed breakdown by location
Update building-specific information using inline editing
Track square footage, rent, and lease terms per building
Navigation Tips
Quick Return to List View: Click Tenant in the left-hand navigation to return to the Tenant List View
Jump Between Tenants: Use browser back/forward buttons or return to List View to select another tenant
Tab Navigation: Use secondary nav tabs to access detailed views without losing your place
Building Context: Remember that the building filter affects all data on the page—check your selection when reviewing metrics
Best Practices
Keep Contacts Updated - Regularly review and update the Contacts card to ensure your team knows who the important people are at each tenant
Use Building Filter Strategically - For multi-building tenants, toggle between "All Buildings" and specific locations to understand both portfolio-wide and site-specific dynamics
Monitor Activity Regularly - Check the Activity card to gauge tenant engagement and identify opportunities to enhance their experience
Leverage Inline Editing - Update information as you learn it rather than batching edits later—inline editing makes real-time maintenance effortless
Tag Contacts Appropriately - Apply meaningful tags to contacts (VIP, Executive, Primary Contact) so your entire team can deliver informed, personalized service