Archive a Directory record

Hide a resident, unit, parking spot, locker, vehicle, pet, or bike rack from the active Directory list. You need access to Directory and permission to archive records for the building.

conciergemanagerOpen in app
  1. Open Directory from the sidebar.
  2. Click the tab for the record type (Residents, Units, Parking Spots, Lockers, Vehicles, Pets, or Bikes).
  3. Find and click the row so the detail sidebar opens.
  4. At the bottom of the sidebar, click the archive action for that record type:
    • Residents: Archive
    • Units: Archive unit
    • Parking Spots: Archive parking spot
    • Lockers: Archive locker
    • Vehicles: Archive vehicle
    • Pets: Archive pet
    • Bikes: Archive bike rackDirectory sidebar footer with archive button — Resident sidebar footer showing Archive and Email buttons
  5. Complete the confirmation dialog for that record type.
  6. For residents, choose Archive mode (or Move In To… if you are relocating), set Date archived if needed, then click Archive resident.
  7. For units, review the affected residents and assets, set Move-out date if needed, then click Archive unit.
  8. For other record types, confirm by clicking Archive.

Result: You see a success toast such as Resident archived, Unit archived, or Parking spot archived. The record leaves the active list unless Show archived is on.

Tip: Archived records stay in Directory. Turn on Show archived under Filter when you need to find them again.

Related articles

  • Recover an archived Directory recordRestore an archived resident, unit, parking spot, locker, vehicle, pet, or bike rack to the active Directory list. You need access to Directory and permission to recover records for the building.
  • Find a resident or unitSearch Directory for a resident, unit, plate, or other record, then open the detail sidebar. You need access to Directory for your building.
  • Edit resident detailsUpdate 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.

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