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Associate clients, assets, contacts, and tags with a property Last updated: Sep 26, 2026

Link the people, equipment, and tags that belong to a property.

  1. Open Properties and click the property.
  2. Select the Associated tab.
  3. Click + Add and choose what to link: clients/contacts, assets (equipment), or tags.
  4. For a contact, set their role from the dropdown (for example, Tenant), or click Remove to unlink them.

Linked items also show on the property's Health tab.

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