Invite a supported tenant

Two-step pattern

Adding a supported tenant on PropFlow happens in two stages, in order:

1. Create the tenancy — standard flow, same as any other tenancy.
2. Open the welfare workspace — operator-facing space for support cases, collaborators, notes, goals, and sessions. Enterprise-tier-only.

You can do step 2 immediately after step 1 (or weeks later — there's no time limit). What you can't do is open a welfare workspace without a tenancy.

Step 1: Create the tenancy

Identical to Set up a tenancy. Quick recap:

1. Go to Properties → click the property → scroll to Tenants section → click Add Tenancy.
2. Fill in tenant full name, email, phone.
3. Tenancy terms: start date, end date (optional — leave blank for periodic), rent amount, rent period, tenure type.
4. Deposit: amount + scheme (TDS / DPS / MyDeposits / Other).
5. Click Add tenancy.

For supported tenants on social-housing tenure, you'll often use a license agreement rather than an AST — PropFlow accommodates this via the tenure type and the document pack templates.

Step 2: Open the welfare workspace

Once the tenant exists:

1. Click Support Cases in the left nav (Enterprise tier — won't show on Business or below).
2. Click + New case.
3. Pick the tenant from your tenancies list.
4. The case opens. The workspace has 5 tabs: Notes · Goals · Sessions · Team · Documents.

See The per-tenant welfare workspace for a full walk-through of each tab.

Step 3: Invite the housing officer or support worker

In the new case, go to the Team tab and click Invite a support worker. Fields:

• Full name — required.
• Email — required.
• Participation mode (per Decision 092) — full, context_only, or reference_only.

Click Send invite. They receive a magic-link email; on accept they see only this tenant (and any other tenants you've invited them to). See Invite a housing officer or support worker for the full participation-mode breakdown.

What the tenant experiences

From the tenant's side, this looks like a standard tenancy:

• They get the standard tenancy info-sheet email + DocuSeal signing requests.
• They register via WhatsApp or /tenant/register the same way any tenant does.
• They see the regular tenant portal — rent, deposit, maintenance reporting, document signing.
• They don't see the welfare workspace. That's operator + collaborator-facing only.

Common gotchas

• Support Cases entry missing in the left nav. You're not on Enterprise. Welfare workspace is Enterprise-only. Upgrade via Settings → Billing or contact sales.
• Can't find the tenant in the case-creation dropdown. They need a tenancy first. Go back to the property and add the tenancy.
• Collaborator can't see the case after they accept. Check that you invited them to this specific tenant. Invites are tenant-scoped, not org-scoped — each tenant they should see needs its own invite.

Next steps

• The per-tenant welfare workspace — the tabs, notes streams, retention rules.
• Invite a housing officer or support worker — the three participation modes explained.