Please note that not all team members are able to see and/or update the Vaccination Status or the Report. If you have been asked to view or update this information, the request to do so must be submitted by your…
Future Residents
A “Future” owner is someone who we know owns the unit, but Action’s Escrow Department is still going through their process of adding the new Owners into the system. From a hospitality standpoint – typically for on-site associations – it…
Create a new Resident Type
Adding new Resident Type Navigate to your Association’s home page and click Configuration at the bottom of the left navigation pane. Click the New button Resident Classification: Owner Types and Tenant Types are not reliant…
Resident Types
In order to better identify the Residents that we interact with, the Management App allows you to identify Residents beyond “Owner”, “Miscellaneous Resident”, “Management Agent” and “Tenant”. Previously, “Miscellaneous Resident” was used to identify a “non-deeded Owner”. For example, previously,…
Resident Contact Methods
Each Resident can have an unlimited number of Phone Numbers and Email Addresses. To add either contact method, click the green plus sign next to the type of Contact Method you want to add When adding a Phone Number, you…
Emergency Contacts
Each Resident can have an unlimited number of Emergency Contacts. They also have the ability of adding their own Emergency Contacts through the Resident Portal. To add an Emergency Contact, click the green plus sign. Enter information for the Emergency…
Resident Notes
Resident Notes can be used for many things and have Visibility Settings to allow for the Notes to just be visible to Team Members or also visible to Residents in the Resident Portal. To add a Note, click on the…
Resident Bio
The Bio section allows you to add additional information about the Resident. This information is visible to the Resident in the Resident Portal and can be updated by them. The Resident’s Birthday and Anniversary can be added through their respective…
Resident Nickname
A Resident often has a preferred name or nickname but having their legal name is still important to have. NOTE: A Resident can add their own nickname through the Resident Portal To add a nickname, click on the edit button…
Resident Photo
Below are the instructions for uploading a photo of a Resident. NOTE: A Resident can upload their own photo through the Resident Portal Access the Resident’s Profile page. Click on the Camera image next to their name (or click on…