The **Users and Residents** feature provides a centralized list of every user, owner, and resident registered under your account. From this page you can browse, search, and filter the people associated with your buildings, open individual unit or user profiles, manage access, and generate reports. --- ## Feature Overview The Users and Residents page is the main directory for everyone connected to your property account. It allows administrators to: - View all registered users, owners, and residents in one place. - Filter the list by building (when multiple buildings exist on the account). - Search by unit number or by name. - Open a **Unit Profile** or a **User Profile** to manage details. - Create new users, invite users via email, and generate user reports. --- ## Key Concepts | Term | Definition | | ------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **User** | Any person registered under your account (owner, resident, tenant, administrator, etc.). | | **Resident, Owner** | A user who lives in a unit within one of your buildings. | | **Unit Profile** | A profile page tied to a specific unit, showing the unit's details and associated users. | | **User Profile** | A profile page tied to a specific person, showing their personal details, vehicles, storage, pets, settings, and access. | | **User Group** | A custom group that defines the user's role and permissions (for example, **Administrator**, **Owner**, **Tenant**). A user can belong to one or more groups. | | **Building / Unit Assignment** | The building(s) and unit(s) a user is registered under. A single user can be linked to multiple units and multiple buildings. | --- ## Prerequisites Before using the Users and Residents feature you should have: - An active administrator account with permission to manage users. - At least one **Building** set up on the account. - At least one **Unit** created within that building (required when assigning users to units). - Custom **User Groups** defined (for example, Administrator, Owner, Tenant) so new users can be placed into the correct group. --- ## Navigating the Users and Residents Page 1. Go to **Administration > Users and Residents** 2. Use the **Building filter** to narrow the list to a specific building (visible when more than one building exists). 3. Use the **Search** field to find a person by **name** or **unit number**. 4. Click a **unit number** in the list OR 5. Click a **user name** in the list ### Unit Profile Opens when you click on a unit in the list. Shows the unit's information and any users associated with it. ### User Profile Opens when you click on a user's name. From a User Profile you can: - View and edit personal information. - Add **vehicles**, **storage lockers**, **pets**, and **bicycles** (including bicycle storage information). - Manage **User Settings** — review which notifications the user is subscribed to. - Manage **Administration** — view security information, associated fees, and posting permissions - Enable or disable the user's account access. - Add or change the **User Groups** the user belongs to. - Add or change the **Buildings** and **Units** the user is registered under, and specify general amounts. - Click **Save** to apply changes. - Click **Delete Profile** to permanently remove the user (see [Delete a User](Delete%20a%20User.md)). --- ## Common Use Cases - **Onboarding a new owner or tenant** — Use [[Invite User To Register]]so they can register themselves, or use [[Create Users and Residents]] to add them manually. - **Reassigning a resident to a new unit** — Open the User Profile and update the building/unit assignment (see [[Editing Users and Residents]]). - **Restricting a user from posting classifieds** — Open the User Profile, go to **Administration**, and toggle off the ability to post in the Message Forum / classifieds. - **Auditing residents in a building** — Use the **Building filter** and then [[Generating User Reports]] to export the list. - **Adding multiple units to one owner** — Edit the User Profile and assign additional units and/or buildings. --- ## Additional Notes - A single user can be assigned to **multiple units** and **multiple buildings**. - Changing a user's groups, units, or buildings updates their access immediately after **Save**. - Notification subscriptions are managed per user under **User Settings**. - Deleting a profile is permanent — see [[Delete a User]] before proceeding.