Overview

Transferring a resident from one unit to another on the Connect IoT platform is a two-step process:

1. Move the resident out of the current unit

2. Reassign the resident to the new unit

⚠ Important:
Moving a resident out will terminate all billing and contracts associated with their previous unit and Connect IoT solutions. The reassignment process creates a clean slate for billing and services in the new unit.

This process works similarly to property management systems such as AppFolio.

Part 1: Move the Resident Out of the Current Unit

Step 1: Navigate to the Resident

1. Log in to the Connect IoT Web Platform.

2. Go to Property View.

3. Select the Residents section.

4. Locate the resident you wish to transfer.

5. Click Edit on the right-hand side.

Step 2: Access Lease Details

1. Inside the resident profile, click the Lease Details tab (4th tab).

2. Click the Move Out button.

Step 3: Confirm Move-Out

1. Select the Move-Out Date.

2. Review the details carefully.

3. Check the box acknowledging that this action cannot be undone.

4. Click Confirm Move Out.

Once completed:

• All billing for Connect IoT solutions (e.g., Smart H2O, TempSync, etc.) will be closed.

• The resident will now appear under the Former Residents section.

Part 2: Reassign the Resident to a New Unit

Step 4: Locate the Resident in Former Residents

1. Go to the Former Residents section.

2. Locate the resident who was just moved out.

3. Click Edit.

Step 5: Open Lease Details

1. Navigate to the Lease Details tab (4th tab).

2. Click Reassign Resident.

A pop-up window will appear.

Step 6: Enter New Unit Details

In the pop-up window:

1. Select the Property.

2. Choose the new Move-In Date.

3. Select the new Unit Number (e.g., Unit 106 instead of Unit 104).

4. Choose the Person Responsible for Billing.

5. Click Confirm.

A final confirmation pop-up will appear:

• Review all details.

• Check the box acknowledging that this action cannot be undone.

• Confirm the reassignment.

Once completed:

• The resident will move back to the Residents section.

• The resident is now associated with the new unit.

Part 3: Restore Mobile App Access

⚠ Important:
When the resident was moved out, their previous mobile access was removed. You must re-enable mobile access for the new unit.

Step 7: Enable Mobile Access

1. Go to the resident under the Residents section.

2. Click Edit.

3. Navigate to the Mobile Details tab.

4. Check the box to enable Mobile Access.

Step 8: Assign Solutions and Send Invitation

1. Select the Connect IoT solutions the resident should access in the app.

2. Click Invite.

Once invited:

• The resident will receive an email invitation.

• They can log in to the app using the provided instructions.

3. Click Submit Changes to finalize.

✔ Completion

The resident has now been successfully:

• Moved out of the previous unit

• Reassigned to the new unit

• Re-granted mobile access

The transfer process is complete.

If you experience any issues, please contact your system administrator or Connect IoT Support.