You can add, archive, and delete records on your Jones account.

Please check your user level which determines the actions you can take.

Contents:

Adding Records

All User Roles besides Read-only Permissions can easily add new vendors, tenants, and subcontractors to Jones.

Adding Tenant or Vendor Records with Standard Requirements

Adding Tenant or Vendor Records with Lease/Contract-based Requirements

Archiving Records

If a vendor, tenant, or subcontractor is no longer going to be at your property or project, you may wish to “archive” them. All User Roles besides Read-only Permissions can archive records.

https://www.loom.com/share/6d42dd3b8c0e48b39e5da5b609578494?sid=cd04b6d4-90c0-4802-b41c-5d3ee69e63ad

https://www.loom.com/share/cc38901e79734b3f82944c6f2d8e7aae