How can a manager add Occupants into Pilera?
Accounting Integration Clients: For Pilera clients who have accounting integration their owners and sometimes tenants and other-occupants come over through the integration. Depending on your Pilera package, you may also add in tenants and other-occupants directly into Pilera. You may also give access to tenants and other-occupants to the portal once you add them by sending a welcome message, or you may just want to add them into Pilera so you can add them to the distribution list.
Stand-Alone Clients: Standalone clients (no accounting integration) will need to add new owners directly into Pilera. Depending on your Pilera package, you may also be able to add in tenants and other-occupants. You can also send them a welcome message so they can login to the portal, or possibly you want to just add them to the distribution list for your communications.
Go the "Occupants" home page by clicking on "Community" and then "Occupants.
Click on "Add Occupant" on the upper right side of the page.
Add your occupant data in, including address, phone and email (if you have that data). Select what type of occupant it is, owner, tenant, ons-site manager or other-occupant. For clients with accounting integration, your residents may come in directly through the accounting system. Additionally, not all packages include the options to add tenants and other-occupants (that requires the Condos & Apartments package).
On this Add Occupant screen you can also select the communications preference, language preference, add notes and send the welcome message.
Once you are done adding your occupant data, click on the "Add Occupant and go to Occupants Page" button to confirm your entry details.