User Profiles & Access

Agents and Company Contacts
How to add, edit and look up users like Agents or Company Members related to your block The Contacts section is where you can look up and add a...
Tue, 6 Aug, 2019 at 4:04 PM
Supplier Contacts
How to look up, add and amend Supplier Contacts The Contacts section is where you can look up and add any Contact related to your Block.  Th...
Wed, 6 May, 2020 at 12:35 PM
Creating a new user
To add a user simply navigate to 'Settings' > 'Agency Contacts' 'Users' and click 'Create New Person'.    Here fill ...
Wed, 31 Jul, 2019 at 11:10 AM
Personal profiles and method of contact
This article gives an overview of where personal profile details of any of contacts/users are kept. Every user or contact added to Resident has their ow...
Wed, 14 Aug, 2019 at 12:50 PM
Inviting Your Leaseholders and Directors to Resident
This article will provide you with guidance on how to add your Leaseholders and Directors to the system so that they can view their statements and other are...
Mon, 31 Oct, 2022 at 12:30 PM
Dealing With Duplicate Profiles
This article will lay out the process of deleting duplicate profiles correctly. If you are seeing that your Leaseholder/Director is appearing twice then...
Mon, 1 Mar, 2021 at 4:52 PM