📄 A Tour of The Resident Directory in Proptia (Property Managers)
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A Tour of The Resident Directory in Proptia (Property Managers).

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The Resident Directory in Proptia allows property managers to view and manage residents, tenants, and non-occupant owners. This guide provides an overview of the features and sections available in the Resident Directory.

Accessing the Resident Directory:

There are two ways to access the Resident Directory:

  1. From the Dashboard:
    • When you first log in to Proptia, the dashboard displays a summary view of residents, including their first name, last name, type (tenant, occupant owner, non-occupant owner), email address, and other optional fields such as move-in date, move-out date, floor, and property.
  2. From the Directories Menu:
    • Click on Directories at the top of the screen and select Residents. This section provides a detailed view of the Resident Directory, including the ability to add new residents.

Key Features of the Resident Directory:

  1. Add New Residents:
    • To add a new resident, click the Add button. This is typically used when you want to input new residents into the system, set move-in dates, or lease start dates.
  2. Tabs in the Resident Directory:
    • Current: Lists all current residents of the organization.
    • Pending: Residents added to the system whose lease or move-in date is in the future. They will remain in a pending status until the specified date.
    • Shared Residences: Shows data for amenities or access points shared with another organization (e.g., a shared gate between two homeowners’ associations).
    • Previous: Displays former residents or tenants who have moved out and are no longer active.
    • Registered: Residents who have completed their registration, set up their unique password, and can use the system (e.g., for managing visitor lists or accessing Bluetooth credentials).
    • Unregistered: Residents who have not completed the registration process after being invited to the system.
    • Missing Emails: Residents whose profiles are missing an email address, preventing them from completing registration.
    • Logged in Today: Shows residents who have logged in to the system within the current day.

Customizing Your View:

  • You can customize the columns displayed in the Resident Directory by selecting or deselecting columns such as move-in date, move-out date, and flex fields to display only the information that’s relevant to your needs.