- How to Add a Resident
- How to Add or Modify Resident Move Dates
- How to Modify Resident Contact Information
- How to Disable Residents
How to Add a Resident
Step 1. Click Properties from the top navigation menu and then click on the property address. From the property profile page, click on the Residents tab.
Step 2. To add a new resident, click the + Add Resident button on the far right. Next, click Create New Resident and fill out the necessary information. Click Continue, confirm the resident details, and then click Submit. Repeat these steps to add multiple residents to a property profile.
How to Add or Modify Resident Move Dates
To set this up, click the 3 dots and then click Edit Resident Move Date. Select the move-in date and move-out date from the dropdown calendar. Click Submit to save.
How to Modify Resident Contact Information
Method 1: To modify resident contact information, click the resident’s name. You will be directed to the resident profile page. From here, you can edit the resident’s contact information under the Contacts module.
Method 2: Click the People tab from the top navigation menu and select Residents from the dropdown. Search for the resident and then click the resident’s name. You will be directed to the resident profile page. From here, you can edit the resident’s contact information under the Contacts module.
How to How to Disable Residents
To disable a resident, click the 3 dots and then click on Disable Resident and then click Submit to save changes.
Note: Once a resident is disabled, you will no longer see this resident on the property profile. To access disabled residents, click the filter icon to the right of the search field. Select Show Disabled Accounts. Once selected, disabled residents will appear on the property profile.