How to add Resident Details.

Property managers can easily add and manage resident details in Proptia. Follow the steps below to add a new resident and manage their information.

Steps to Add Resident Details:

1. Log in to Proptia:
   • Access your Proptia account using your property manager credentials.
2. Navigate to the Resident Directory:
   • Go to Directories and select Residents.
3. Add a New Resident:
   • Click the Add button to open the new resident form.
4. Fill Out the Resident Form:
   • Complete all required fields (marked with a red asterisk), including selecting the property the resident is assigned to.
   • Once the information is complete, click Save.
5. Resident Details Screen:
   • After saving, you will be directed to the Resident Details screen with several tabs available:
     • Resident Details: Enter contact information such as phone number, email, and zip code. You can also utilize customizable fields for additional resident information.
     • Vehicles: Add any vehicles owned by the resident.
     • Access: Manage access control such as RFID tags, mobile credentials, key fobs, and visitor access.
     • Credentials: Assign and manage resident credentials.
     • Visitors: View visitors associated with the resident's property, including events, restricted visitors, and vendors.
     • Pets: Add and manage information about the resident's pets, useful for security purposes.
     • Notifications: Configure the resident’s preferences for receiving text or email notifications for certain events.
     • Member Groups: Assign the resident to specific member groups (e.g., clubhouse membership).
     • Notes: Add any relevant notes related to the resident and property.

This guide helps property managers efficiently add and manage resident details in Proptia. For additional support, contact your Proptia dealer.