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Edit Resident Info

Update a resident's personal information, unit assignment, role, language preference, and other settings using the edit sheet.

What you'll need
  • An existing resident in your property

Steps​

1. Open the Residents page​

From the sidebar, click Residents under your property name.

2. Find the resident​

Use the search bar or filters to find the resident you want to edit.

3. Open the edit sheet​

Click the three-dot menu on the resident's row, then select Edit. A sheet will slide in from the right side of the screen.

Edit resident sheet

4. Update personal information​

The top section of the sheet contains the resident's personal details:

  • First Name (required)
  • Last Name (required)
  • Email (required) — Must be unique within your organization
  • Phone (optional)
  • Language — Choose between English and French. This determines the language of emails and portal content for this resident.
  • SMS Notifications — Toggle on/off to enable or disable SMS notifications for this resident

5. Update unit and role (if assigned)​

If the resident is assigned to a unit, you will see a Unit & Role section below the personal information:

  • Unit — Change which unit the resident is assigned to
  • Role — Change between Owner, Tenant, or Occupant
  • Primary Resident — Toggle to mark this resident as the primary contact for the unit. The primary resident receives invoice notifications and other unit-specific communications.

6. Manage attachments​

Below the unit and role section, you can manage attachments associated with this resident's unit assignment (such as lease documents):

  • Upload — Click to add a new file
  • Download — Click an existing attachment to download it
  • Delete — Remove an attachment

7. Save changes​

Click Save Changes at the bottom of the sheet. A success message will confirm the update.

note

If you have unsaved changes and try to close the sheet, you will see a confirmation dialog asking whether you want to discard your changes.

What You Can't Edit Here​

  • Portal access status — Use the invitation/resend actions on the residents list instead
  • Board member status — Board membership is displayed as read-only in the edit sheet
  • Ownership share / voting weight — These are set when adding the resident

Troubleshooting​

"Email already exists" error​

Each email must be unique within your organization. Check if the email is already used by another resident.

"Unit not found" error​

The unit may have been deleted. Refresh the page and try again.

"Assignment already exists" error​

The resident is already assigned to this unit. Check if you are selecting the correct unit.

Changes aren't saving​

  • Make sure all required fields are filled in
  • Check for validation errors (red text below fields)
  • Try refreshing the page and editing again