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.

conciergemanagerOpen in app
  1. Open Directory from the sidebar.
  2. Click Residents.
  3. Find and click the resident row so the sidebar opens.Resident detail sidebar with Edit controls — Resident sidebar showing name, phone, email, and Edit links
  4. Click Edit next to the name (or the residency block) to change Full name, Move-in, or Mailing address.
  5. Click Save.
  6. To change contact info, click Edit on the Phone or Email card.
  7. Enter the new value.
  8. Click Save.
  9. Optionally click Edit on Emergency contact or Email language, update the fields, then click Save.
  10. Optionally open Vehicles or Pets in the sidebar and click Add vehicle or Add pet if you need to link assets.

Result: You see a save confirmation (for example Saved), and the sidebar shows the updated values.

Related articles

  • 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.
  • Add a residentCreate a new resident record on the Residents tab. You need access to Directory and permission to add residents for the building.
  • Archive a Directory recordHide 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.

Was this article helpful?

Browse all topics