Managing residents
The Residents section links people to units with a property role.
To add a resident:
1. Go to Property → Residents → click "+ Add Resident"
2. Select the unit, enter the resident's name and email, and choose a role
3. Mark "Primary contact" if they're the main point of contact for that unit
Resident roles: Owner, Resident, Tenant, Board Member, Committee Member
Bulk CSV import
To import multiple residents at once:
1. Click "Import CSV" in the Residents section
2. Upload a CSV file with columns: unit, name, email, role
• unit — must match an existing unit number exactly
• role — defaults to "owner" if left blank
3. Review the preview (rows with unrecognized unit numbers are flagged)
4. Click "Import" to add all valid rows
Residents are only visible and editable by admins and owners.