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.

conciergemanagerOpen in app
  1. Open Directory from the sidebar (OperationsDirectory).
  2. Click the tab you need: Residents, Units, Parking Spots, Lockers, Vehicles, Pets, or Bikes.Directory page with tabs and search bar — Directory toolbar showing Residents selected and the search field
  3. Type in the search field (Search residents, units, plates…).

    Tip: Results update after a short pause while you type. Click Clear search (X) to reset.

  4. Choose Broad or Exact match next to the search field.
  5. On the Residents tab, optionally open Search fields and select which fields to search (for example Unit, Full Name, Email).
  6. Optionally open Filter by building and pick a building, or choose All buildings.
  7. Optionally open Filter, then choose All residents (or the matching “All …” option for the current tab), Pending updates (Residents only), or turn on Show archived.
  8. Click the row for the person or unit you want.

Result: The detail sidebar opens for that record so you can review or edit it.

Related articles

  • Add a residentCreate a new resident record on the Residents tab. You need access to Directory and permission to add residents for the 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.
  • Add or edit a unitAdd 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.

Was this article helpful?

Browse all topics