How to Add a New Resident on the Connect IoT Web Platform

How to Add a New Resident on the Connect IoT Web Platform



Overview

This guide explains how to add a new resident to the Connect IoT web platform and grant them access to the mobile and desktop application.


Step 1: Navigate to the Residents Section

  1. Log in to the Connect IoT Web Platform.

  2. Go to the Property View.

  3. Select the Residents tab under the User section.

  4. Click the Add Resident button.

A resident creation form will appear.


Step 2: Enter Resident Details

Complete the required fields in the form:

  • First Name

  • Last Name

  • Email Address

  • Set the resident’s status to Active

Optional (if available):

  • Phone Number

  • Date of Birth

Ensure all information is entered correctly before proceeding.


Step 3: Provide App Access

To allow the resident to access the mobile and desktop application:

  1. Check the box to Grant App Access.

  2. Confirm the resident’s email address.

Once completed:

  • The resident will receive an email with a temporary password.

  • They can log in using the temporary credentials.

  • After logging in, they may change their password to their preferred one.

The resident will then be able to access their account via both mobile and desktop.


Step 4: Assign Solution Access

Next, select the solutions the resident should have access to within the app.

Only enable the solutions relevant to that resident.


Step 5: Upload Photo and Supporting Documents (Optional)

If available:

  • Upload the resident’s photo.

  • Add any relevant supporting documents.

This helps maintain accurate records within the system.


Step 6: Enter Move-In Information

  1. Enter the resident’s Move-In Date.

  2. Select the Unit the resident is associated with.

  3. Choose the Person Responsible for Billing.

Make sure these details are correct, as they affect billing and access permissions.


Step 7: Confirm and Submit

  1. Click Submit.

  2. A confirmation pop-up will appear displaying:

    • Resident Name

    • Assigned Unit

    • Move-In Date

  3. Review the information carefully.

  4. Click Confirm to finalize.

The new resident has now been successfully added to the system.


✔ Completion

You have successfully added a new resident to the Connect IoT platform.

If you encounter any issues during this process, please contact your system administrator or the Connect IoT support team.


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