📄 How to add a Resident
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How to add a Resident.

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In Proptia, property managers have two methods to add a resident. Follow the steps below for either method.

Method 1: Adding a Resident Through the Resident Directory

  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 resident form.
    • Fill in the required fields, including:
      • First Name
      • Last Name
      • Property (select the property the resident is associated with).
    • Once all relevant information is entered, click Save.

Method 2: Adding a Resident Through the Property Directory

  1. Navigate to the Property Directory:
    • Go to Directories and select Properties.
  2. Select the Property:
    • Locate and click on the property where the resident will be added.
  3. Add a Resident Through the Residence Tab:
    • Go to the Residence tab and click Add.
    • The resident form will open with the property already selected.
    • Fill out the required fields, such as the resident’s first name and last name, and click Save.

This guide helps property managers efficiently add new residents in Proptia through either the resident or property directory. For additional support, contact your Proptia dealer.