Add a Resident

Residents are the people who live in or own units at your property — owners, tenants, and occupants. Adding a resident lets you track who lives where and optionally give them access to the resident portal.

What you'll need

• At least one unit added to your property (see Add Units)
• The resident's name and email address

Adding a Resident

Step 1: Go to the Residents page

In the sidebar, click Residents under your property name.

Step 2: Click "Add Resident"

Click the Add Resident button in the top-right corner.

A dialog will appear with the resident form.

Step 3: Fill in the resident's details

Enter the following information:

1. First Name (required) — The resident's first name.
2. Last Name (required) — The resident's last name.
3. Email (required) — The resident's email address. This must be unique within your organization.
4. Phone (optional) — The resident's phone number.
5. Unit — Select which unit this resident lives in from the dropdown. The list shows all units in your property.
6. Role — Select the resident's relationship to the unit:
   • Owner — Owns the unit (has voting rights in HOA elections)
   • Tenant — Rents the unit
   • Occupant — Lives in the unit but is not on the lease (family member, roommate, etc.)
7. Ownership Share (owners only) — If the role is Owner, you can enter their ownership percentage (for example, 50 for 50%). This is used for voting weight calculations.

Step 4: Choose whether to send a portal invitation

At the bottom of the form, there is a toggle:

• Send portal invitation — When turned on, the resident will receive an email invitation to access the Propty resident portal. This is turned on by default.

Turn it off if you want to add the resident to your records but not give them portal access yet.

Step 5: Save the resident

Click the Add Resident button. A success message will appear, and the resident will be added to the list.

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Understanding the Residents Table

The residents table shows:

Column	Description
Name	The resident's full name
Email	Their email address
Unit	The unit they are assigned to
Role	Owner, Tenant, or Occupant
Status	Pending, Invited, Active, or Inactive

Resident Statuses

Status	Meaning
Pending	Resident has been added but not yet invited to the portal
Invited	An invitation email has been sent, waiting for the resident to accept
Active	The resident has accepted the invitation and can access the portal
Inactive	Portal access has been temporarily disabled

You can search residents by name or email, and filter by status or role using the filter controls.

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Importing Residents in Bulk

If you have many residents to add, use the Import feature:

1. Click the Import button (next to Add Resident).
2. Upload a CSV file with columns: first_name, last_name, email, unit_number, resident_type.
3. Review the preview and confirm the import.

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Troubleshooting

Problem	Solution
"Email already exists" error	Each resident email must be unique within your organization. Check if this person was already added.
Can't find the unit in the dropdown	Make sure the unit has been created first on the Units page.
Resident not receiving invitation email	Check the email address is correct, then try resending from the three-dot menu. Ask the resident to check spam.
Need to change a resident's unit	Edit the resident using the three-dot menu and select a different unit.