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Residents

Resident management.

Updated over 4 months ago

If you need to add a new user manually, follow these steps:

Users

Navigate to Users.

Click Residents then click Users.

Creating a new User

Navigate to Users.

Click Residents then click Users.

Click Add User in the top right corner.

Fill out the Personal details for the new user. Include all personal information relevant to the user.

Click Target Community to select the user's Association from a dropdown.

If the user is under 18 years old - click the Is this user a minor slider icon to enable.

Address Information

New Users will need to be connected to an address in the community. Click the Address Information Tab to attach an address to this user.

Click Add address to add the address information.

Select the address type. This will default to Single family.

Select the User type for the new user. Click User type to open the dropdown.

Enter the physical address details starting with the house number.

Additional Information

If you wish to track vehicle, parking spots or storage locker information; it can be added in the Additional information section by click the Plus sign icon next to the corresponding item.

Click Save to create the new user.

You will be brought back to the User Management screen with the new user listed at the top of the list.

What happens now?

Once you've added a resident to the system, they'll receive an email prompting them to set a new password for their account.

Note: This reset password link will expire after 7 days if not clicked.

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