How to Create / Link Residents to Units (On-Site)

Units represent the apartments, suites or officers that residents own or rent. Linking residents to units ensures that officer will be able to validate residents during the check-in process. Visitors can also be pre-authorized to visit a resident or unit under conditions such as first calling the resident upon their arrival.

Create a New Unit

Create a New Unit

Residents are linked to Units. Once a Unit has been created residents can be linked to the Unit based on their relationship. For example, residents can be owners, tenants or relatives of a Unit. To create a new Unit follow the steps below.

  1. From the On-Site dashboard click on the "Residents" tab.
  2. Click on the [+ New Unit] button.
  3. Provide a description (Title) for the new Unit.
  4. Click on the [Save] button to create the new Unit.

Add a Resident to a Unit

Add a Resident to a Unit

Once the Units have been created, you can create residents and link them to their units. This will ensure that records are stored with the resident as well as the unit. To create a new resident follow the steps below.

  1. From the On-Site dashboard click on the "Residents" tab.
  2. Click on the [+ New Resident] button.
  3. Complete the information in the pop-up form. Use the "Resident Type" drop-down menu to identify the resident's relationship to the unit.
  4. Begin typing the name of the unit. From the drop-down menu select the unit which belongs to the resident.
  5. Click on the [Save] button to add the resident.