Directory

Overview

The single source of truth for who lives where. Tracks owners and tenants per unit, vehicles, pets, emergency contacts, move-in/move-out dates, and notes.

Who uses this

Concierge looks up units; managers maintain accuracy; admins import bulk data.

Open the feature

Sidebar → Directory.

Step-by-step

1. Search by unit, name, license plate, or phone.
2. Open a record to see history (parcels, requests, incidents).
3. Edit fields directly; changes are audit-logged.
4. Bulk import via CSV from Settings → Directory.

Settings & permissions

Admin defines required fields and visibility (e.g. emergency contact only visible to manager and security).

Multi-building tips

Each building has its own directory; corporate roles can search across.

Notifications

Move-in / move-out triggers notifications to the relevant teams.

Reports & exports

Owner vs tenant split, vacancy rate, vehicle count, pet count.

Troubleshooting

• Duplicate resident. Merge from the resident detail page.

FAQ

Where do residents update their own info? Profile in the resident app.

Glossary

• Resident — anyone living in a unit (owner or tenant).