Overview: Tenant Express

Updated on April 17th, 2025

Table of Contents

This article will teach you how to use the features of the Tenant Express App.

Tenant User Administration

The Contacts feature will allow tenant users with Contact Editor access to add or disable additional tenant users for their company within the Tenant Express App.

Adding a Tenant User

This feature will allow tenant users with Contact Editor access to add a tenant user within the Tenant Express App.

From the Tenant Express menu, click Contacts.
From the Contacts page, click the Add Contact button.
Once the Add Tenant Contact window has opened, complete the form presented:

Field	Explanation
Name of new contact ...	Enter the full name for the new tenant user.
Notes	Enter any notes regarding the new tenant user.
Primary Information
Property	Select the property where the new tenant user is located.
Email	Enter the email address of the new tenant user. Note: User email addresses are unable to be edited once entered into WorkSpace. If an email address requires editing, please disable the erroneous user account, and then add a new user account with the correct email address. See Tenant Express: Disabling a Tenant User for instructions.
Phone	Enter the main phone number of the new tenant user.
Mobile Phone	Enter the mobile phone number of the new tenant user.
Address	Enter the address of the new tenant user.
Feature Access
Reservations	Reserve common areas.
Service Requests	Submit service requests.
Visitors	View and add visitors.
Visitors Watchlist	View and add visitors to the watchlist.
Administrative Features
Contact Editor	Add and edit users for the tenant.
Reservations Admin	View and edit common area reservations submitted by the tenant.
Service Requests Admin	View and edit all service requests submitted by the tenant and approve service request billable charges.
Visitors Admin	View and edit all visitors for the tenant.
Contact Attributes
Primary	Main contact for all daily activities for the tenant.
Administrative	Administrative function for the tenant.
Accounting	Accounting function for the tenant.
After Hours	Point of contact after business hours for the tenant.
Daily	Point of contact during business hours for the tenant.
Executive	Overall executive contact (i.e. Regional Manager) for the tenant.
Insurance	Point of contact for insurance-related items (i.e. entering COIs) for the tenant. Also, will receive COI expiration notifications.
Leasing	Point of contact for leasing-related items for the tenant.
Legal Notices	Point of contact for legal notices for the tenant.
Regular	Standard function (i.e. submitting a service request) for the tenant.
Emergency
Fire Warden	Fire Warden for the tenant.
Evacuation Assistance	Assists in evacuation situations for the tenant.

Click the Save button.
Your new user has been added and will now be visible in the list of tenant users.
Your new user's WorkSpace username will be the email address entered and the default password will be temp.
- Note: WorkSpace does not automatically send new users an email with their login information. Please notify new users by providing a message like this:
  - Please proceed to https://my.workspace.cc to login to WorkSpace. Your new username will be your email address and the default password will be temp. After you login for the first time, you will be prompted to change your password to something more secure.

Disabling a Tenant User

This feature will allow tenant users with Contact Editor access to disable a tenant user within the Tenant Express App.

From the Tenant Express menu, click Contacts.
From the Contacts page, click the name of the user that you desire to disable.
Once the Update Tenant Contact window has opened, navigate to the Primary Information section and select Inactive from the Status drop-down menu.
Ensure that any Feature Access and Contact Attributes selections are removed.
Click the Save button.
The tenant user account has now been disabled and removed from the Contacts page.

Service Requests

This feature will allow you to submit and modify work orders for maintenance at your property.

Submitting a Service Request

This feature will allow you to submit a new service request within the Tenant Express App.

From the Tenant Express menu, click Service Requests.
From the Service Requests page, click the New Service Request button.
From the Service Requests: Add page, complete the form presented:

Field	Explanation
Account	Select the tenant for the service request.
Property	Select the property for the service request.
Building	Select the building for the service request.
Suite/Room	Select the space for the service request.
Cubicle/Office#	If applicable, enter the cubicle or office number for the service request.
Requestor Name	This field should populate with your name.
Requestor Phone	This field should populate with your phone number.
Request Type	Select the type of service that is being requested.
Work Description	Enter a description of the service that needs to be performed.
Upload file	Click the Browse button to select an attachment from your computer to include in the service request.

Click the Submit button.
Your new service request has been submitted and will now be visible within the list on the Service Requests page.

Adding an Attachment to a Service Request

This feature will allow you to add an attachment to a previously issued service request. You can use this feature to submit documents or photos that pertain to the service request.

From the Service Requests page, click on the service request you wish to add an attachment to.
Click the Attachments tab to add new or view the current attachments.
Inside the Attachments tab, click Choose File, then locate and click the file on your computer that you would like to attach. Click Open.
You will see your filename now listed between Choose File and Upload.
Click in the textbox next to Add new file >> and type in a description for this attachment.
After entering a description for the attachment, click Upload to save this attachment to the service request.
The file has now been attached to the service request.

Adding a Comment to a Service Request

This feature will allow you to add a comment to a previously issued service request.

From the Service Requests page, click on the service request you wish to add a comment to.
Navigate to the bottom of the Service Request page to the Workflow section.
Click in the textbox next to Comments and enter your comment.
Click the Save button.
Your comment has been saved to the service request.

Exporting Billable Charges

This feature will allow tenant users with Service Requests Admin access to export billable charges associated with completed service requests.

From the Service Requests page, navigate to the left menu, and under Service Requests, click Billing.
From the Billing page, select your desired billing period from the drop-down menu.
Once you have selected your billing period, check the box in the title row for all work orders, or next to the specific work order(s) you wish to export.
Click the Export List button, located in the toolbar, for a summary of billable work orders, or Export Detail for a list of billable charges with the charge description included.
Your Excel export file of billable charges will now begin to download.

Searching for a Service Request

This feature will allow you to search for previously issued service requests.

From the Service Requests page, click the Search button.
Upon clicking the Search button, you will see a list of search criteria appear below.
You may search by completing just one field, but for the best results, enter as much information as possible:

Field	Explanation
WO#	Enter the work order number.
Category	Select the work category.
Status	Select the Status of the service request (New Request, Pending Approval, On Hold, Dispatched, In Progress, Completed).
Date Range	Enter the date range (MM/DD/YYYY to MM/DD/YYYY) of the service request(s) you are searching for.

After entering the search criteria, click the Search button.
You will now see the results of your search.
To export the search results to an Excel spreadsheet, click the Export button.
Your export file will now begin to download.
Click Save to save the file to your computer, or click or Open to view the file.

Visitor Security

This feature is for properties that have building access control during business hours. It will enable you to register your guests, deliveries and vendors so that they can quickly check in at your building's security desk for access to your suite.

Registering a New Visitor

From the Tenant Express menu, click Visitors.
From the Visitors page, click the New Visitor(s) button.
From the Visitors: Add page, complete the form presented:

Field	Explanation
Visitor Name	Enter the first and last name of your visitor. Note: You can add multiple visitors to this single request if the visitors are from the same group/company by entering the full name of one visitor, pressing the Enter key, and repeating as necessary. Note: If you desire to add a large number of visitors, you can create a list of the visitors using the sample Excel file format provided by clicking 'See an example' located underneath the 'Time of Visit' field. Once you have completed and saved the list of visitors as a .CSV file, please click the 'Browse' button to upload the file.
Company / Group	Enter the name of the company/group associated with this visit (ie: A-1 Plumber or Regional Sales Meeting).
Description	Enter any information associated with this visitor (i.e. reason for the visit).
Visitor Type	Select the type of visitor: Guest - someone who will be meeting with you or other employee(s) in your suite. Delivery - someone who will make a delivery to your suite. Vendor - someone who will do work for you (tenant) and must be approved by building management prior to completion of visitor.
Visitor Class	Select whether the visitor will be allowed onto the property as a Permitted Visitor, or should be placed on a watchlist as someone who is no longer permitted.
Contact	This field will generate with your name. Note: If applicable, enter the name of the individual expecting the visitor.
Phone	This field will generate with your phone number. Note: If applicable, enter the phone number for the individual expecting this visitor.
Email(s)	This field will generate with your email address. Note: If applicable, enter the email address of the individual expecting this visitor. Note: If you want to ensure that multiple people are notified, enter a semicolon between each email address with no trailing spaces (i.e. user1@email.com;user2@email.com).
Suite / Location	Select the suite/location of the visit.
Date of Visit	Select the date your visitor will arrive. Note: If the visitor will be there for a day, select or enter the date in both boxes. Note: If the visitor will be there for multiple days, select or enter the date range for the visit.
Time of Visit	Select the time your visitor will arrive. Note: If the exact time is unknown, select a range such as 09:30 AM to 02:30 PM.

Click the Save button.
Your visitor is now registered with the building.
- Note: To locate a registered visitor, ensure that you have selected the applicable parameter from the drop-down menu located in the upper-right corner of the Visitors page (i.e. This Month, Next Month, etc.).

Cancelling a Visitor

From the Tenant Express menu, click Visitors.
From the Visitors page, select the applicable parameter from the drop-down menu located in the upper-right corner.
From the Visitors page, select the checkbox for the applicable visitor.
Click the Cancel Visitor(s) button.
The visitor has been cancelled and is now located within the Cancelled tab of the Visitors page.

Resource Reservations

This feature may be used by properties that have reservable shared resources, such as conference rooms or loading docks.

Submitting a New Resource Reservation

From the Tenant Express menu, click Resource Reservations.
From the Resource Reservations page, click the New Reservation button.
Once the Complete New Resource Reservation window has opened, complete the form presented:

Field	Explanation
Property	Select the property for this reservation. Note: If you only have access to one property, this field will automatically generate.
Building	Select the building for this reservation. Note: If you only have a suite in one building, this field will automatically generate.
Resource	Select the name of the resource that you would like to reserve.
Tenant	Select your tenant name. Note: If you are a user for only one tenant, this field will automatically generate.
Contact	Select the name of the person for the reservation
Date/Time	Select the date of the reservation
Choose Times	Select the times for the reservation from the list. Note: Those times that are are greyed out are unavailable therefore please contact your Property Management team or select another time. Reservation times must be consecutive and if you require a break between reservations, please make a separate reservation.
Comments	Enter any comments that pertain to this reservation.

Click the Save button.
The resource reservation has now been saved.

Cancelling an Existing Resource Reservation

From the Tenant Express menu, click Resource Reservations.
From the Resource Reservations page, click the ID of the applicable resource reservation.
From the Resource Reservation [ID] page, click the Actions button and select Cancel.
Once the Cancel Reservation window has opened, enter any applicable comments within the Comments ... textbox and click Cancel Reservation.
The resource reservation has now been canceled.