Manage application groups

This guide will show you how to join and split applicant groups—without contacting support.

What you can do

• Move an applicant to a different application group (merge groups).
• Split an applicant into a new, single-applicant (standalone) group.

Step-by-step guide

1. Open the application

• Go to Rental Applications.
• Open the application that contains the applicant you want to move.

2. Open the actions menu

• In the applicant row, click the three dots under Actions.

3. Choose “Change Applicant’s Group”

• Click Change Applicant’s Group.

4. Select where to move the applicant (or split)

• In the dialog:
• • To merge/move into another group: use Search Applicant Names to find a member of the destination App Group, then select that group.
  • To split into a new group: click Split into Standalone App.

5. Save

• Click Change Group (or confirm the split). The application list will refresh with the new grouping.

Notes

• Moving or splitting applicants does not delete any submitted information; it only changes which application group they belong to.
• If application fees or screenings are involved, review your internal policy before moving applicants between groups.

Updated on: 04/10/2025