Overview
The Resident Management module provides comprehensive tools for managing all resident information, including personal profiles, vehicles, pets, and visitor records. This system is designed for community administrators to maintain accurate and up-to-date resident data.Key Features
Profile Management
Create, view, update, and delete resident profiles with complete contact information
Vehicle Tracking
Register and manage resident vehicles with license plates and details
Pet Registry
Track pets for each household with breed, age, and other details
Visitor Management
Monitor and record visitor access with arrival and departure times
Managing Resident Profiles
Creating a New Resident
Select Community
From the Residents page, select the community where the new resident will be registered using the community filter dropdown.
Create User Account
Click “New Resident” and fill in the user creation form:
- First Name & Last Name: The resident’s legal name
- Username: For login access (must be unique)
- Email: Contact email address
- Password: Initial password (minimum 6 characters)
- Confirm Password: Must match the password field
The system automatically creates a user account with the RESIDENT role and links it to the selected community.
Add Resident Details
Complete the resident profile:
- Full Name: Display name for the resident
- Phone: Contact phone number
- Unit/House Number: The resident’s address within the community
- Address: Complete address details
Viewing Resident Information
The Residents list displays:- Community: Associated community name
- Unit Number: Resident’s house or apartment number
- Full Name: Resident’s complete name
- Email: Contact email address
- Phone: Contact phone number
Use the community filter at the top to view residents from specific communities or all communities at once.
Updating Resident Profiles
- Navigate to the Residents list
- Click on a resident’s row to view their detail page
- Click “Edit” to modify:
- Full name
- Email address
- Phone number
- Unit/house number
- Address
- Community assignment
- Click “Save” to apply changes
Pagination and Sorting
The resident list supports:- Page Size: Choose 10, 25, 50, or 100 residents per page
- Sorting: Click column headers to sort by:
- Community name
- Unit number (alphanumeric)
- Full name
- Phone
- Pagination: Navigate through pages using the pagination controls at the bottom
Vehicle Management
Registering Vehicles
Track vehicles registered to residents:Add Vehicle Information
Click “Add Vehicle” and enter:
- Brand: Vehicle manufacturer (e.g., Toyota, Honda)
- Vehicle Type: Select from configured types (Car, Motorcycle, Truck, SUV, etc.)
- Model: Specific model name
- Year: Manufacturing year
- Color: Vehicle color
- License Plate: Registration number (unique identifier)
License plates are key identifiers for security personnel when verifying vehicle access to the community.
Pet Registry
Recording Pet Information
Maintain a registry of pets for safety and community awareness:Add Pet Details
Click “Add Pet” and provide:
- Name: Pet’s name
- Species: Type of animal (Dog, Cat, Bird, etc.)
- Breed: Specific breed or mix
- Age: Pet’s age in years
- Color: Primary color or markings
Visitor Management
Tracking Visitor Access
Monitor visitors for security and resident convenience:Create Visitor Record
Security or residents can create visitor records with:
- Resident ID: The resident being visited
- Visitor Name: Full name of the visitor
- Total People: Number of people in the visiting party
- Vehicle Color: If arriving by vehicle (optional)
- License Plate: Vehicle registration (optional)
- Subject: Purpose of visit
- Arrival Date: Date and time of arrival
- Departure Date: Expected or actual departure time (optional)
Monitor Active Visitors
The visitor log shows:
- Current visitors in the community
- Expected visitors
- Historical visit records
Visitor records can be pre-authorized by residents or logged by security personnel at the entrance.
Deleting Residents
To remove a resident:- Navigate to the Residents list
- Locate the resident to delete
- Click the delete icon (trash can)
- Confirm the deletion in the modal dialog
Before deleting a resident, ensure:
- All outstanding charges are resolved
- Payment records are reconciled
- Associated vehicles, pets, and visitors are handled appropriately
Multi-Community Support
Managing Residents Across Communities
Administrators managing multiple communities can:-
Filter by Community: Use the community dropdown to view residents from:
- A specific community
- All communities combined
- Transfer Residents: Change a resident’s community assignment by editing their profile and selecting a different community
- View All Residents: Select “All Communities” to see a consolidated list across all managed properties
The community filter selection is remembered across sessions, making it easy to work within a specific community context.
Best Practices
Keep Profiles Updated
Keep Profiles Updated
Regularly verify and update resident information, especially:
- Contact phone numbers and emails
- Unit numbers (in case of moves within the community)
- Vehicle and pet registrations
Vehicle Registration Compliance
Vehicle Registration Compliance
Encourage residents to register all vehicles used regularly to:
- Streamline security gate access
- Manage parking spaces effectively
- Identify unauthorized vehicles
Privacy and Data Security
Privacy and Data Security
Resident data is sensitive. Ensure:
- Only authorized administrators access resident profiles
- Personal information is not shared without consent
- Data is regularly backed up
Visitor Pre-Authorization
Visitor Pre-Authorization