Add a resident

Create a new resident record on the Residents tab. You need access to Directory and permission to add residents for the building.

Open Directory from the sidebar.
Click Residents.
Click Add resident.Add resident dialog with required fields — Add resident dialog showing Building, Unit, Full name, and Occupant type
If you manage more than one building, choose Building.
Enter Unit (type a unit number or select from the list).
Enter Full name.
Choose Occupant type (Owner On-Site, Owner Off-Site, Tenant, or Not Set).
Optionally enter Email, Cell phone, and Move-in date.
Click Add resident.

Result: You see Resident added, the dialog closes, and Directory focuses the new resident in the list and sidebar.

Find a resident or unit — Search Directory for a resident, unit, plate, or other record, then open the detail sidebar. You need access to Directory for your building.
Edit resident details — Update a resident’s name, residency, phone, email, or other profile fields from the resident sidebar. You need access to Directory and permission to edit residents. Archived residents are read-only until you recover them.
Add or edit a unit — Add a unit number to a building, or update access, visitors, ownership, and legal details in the unit sidebar. You need access to Directory and permission to manage units.

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