Add Occupants to your residential database

To add an occupant to a unit, kindly follow the steps listed below.

1. Enter the unit number into the Quick Search bar and select the correct unit from the drop down list.

2. Select Occupants tab.


3. Click Add Occupants.

4. Fill out the occupant's first and last name.

5. Select Occupant Type.


NOTE: Your site might not have the same user type options, but you should at least have Owner, Offsite Owner, Agent/Broker and Tenant options.
6. Create a login name by clicking Suggest Username.

7. If this occupant is a committee member amend their status from No to Yes.

8. Enter the occupant's contact information. We try to at least capture their mobile number and email address.

8. Leave the notification preferences as the site default settings. The resident can update these once they have logged into the system.

9. Click Save Changes or Save Changes and Add Another Occupant if you have more than one person to enter for this unit.

10. Now that you have created the occupant card, you can then issue the login details by clicking on the Email Login Info button.

11. Click Send to send the email.

You will get a confirmation screen that your message was sent.