Resident Management for Residential Property Admins

Resident Management for Residential Property Admins

Resident Management 
If your property’s accounting system is not integrated with VTS Rise, you can add, delete, or update Resident information from the Resident Management feature. If you are integrating an accounting or access control system with VTS Rise, please work with your VTS Rise contact for specific instructions.  In this article you will learn: 
  1. Add, Edit, Delete Residents  (For all Non-Accounting or Access Control integrated Properties) 
  2. Reset User Passwords
  3. Create and Manage Resident Types
  4. Change Resident Types
  5. Approve Self-Registrations  (For all Non-Accounting or Access Control integrated Properties) 
  6. Resend Welcome Emails

Add a Resident

Step 1
After logging into the portal, select Operations from the left navigation menu and select Resident Management. In the drop-down menu, select Residents.



Step 2
Select Add Resident from the top of the resident list. Input all resident contact information and select Submit.

      

  • First Name: Enter the first name of the Resident.
  • Middle (optional) & Last Name: The Resident's middle name is optional, but their last name is required.
  • Unit: Enter the Unit the Resident is resides in. 
  • Email: Must be a valid email to ensure all email notifications, including welcome email, are received by the resident. 
    • Note: An email can only be used one time within the portal. If this user has a staff login and resident login, they will need to use two different emails. 
  • Phone Number: Must be a valid phone number for the Visitor Kiosk to call the resident upon the arrival of an unexpected visitor.
  • Alternate Contact: Provide additional contact if applicable.
  • Password: The platform will require the Resident to create a new password upon logging in. 
  • Assign a Type: Select the Resident Type. Signifies the features the resident will have access to. If you do not have types already created or you would like to change accessible features, please reference the Manage Resident Type subcategory in this article. 
  • Assign Tags: Can assign tags to a Resident.
  • Enable Access Permissions: Allows Property Admins to select relevant Access Permissions
  • Make Resident Admin: Allows this resident to add and manager additional profiles to their unit, view all visitors, reservations, add work orders for the unit. For example, Parent would be the admin, minor child would not. 
  • Do you want to show this Resident on kiosk?: If this checkbox is selected, the Resident will appear in the Kiosk directory, allowing visitors to select them by name.
  • Audio call when a visitor is logged-in via Rise Kiosk?: If this checkbox is selected, the Resident can receive an audio call when a visitor arrives.
  • Video call when a visitor is logged-in via Rise Kiosk?: If this checkbox is selected, the Resident can receive a video call when a visitor arrives.
  • Verification Badge: This allows for a badge to be placed on the Resident's account which can be used for a variety of purposes.
Need a unique email address that is not already being used for a VTS Rise account but has to receive a real email?  Google Gmail allows something called “+” addressing. So for example, if someone needs to have a real login as jane.doe@vts.com to access Rise Living but already is using that email for another Rise account? Simple. Set up the resident login as jane.doe+resident@vts.com. This will tell Gmail to deliver an email to jane.doe@vts.com using the “+” tag of resident.

Edit Existing Resident Details

Step 1
After logging into the admin portal, select Operations from the left navigation menu and select Resident Management. Next, select Residents from the drop-down menu.



Step 2
Search for the resident by name or unit in the search box. Select the Three Action Dots to the right of the resident's name and select Details.



Step 3
Select Edit from the top right corner of the Resident's Profile and make all necessary changes.




Don't forget to select Submit to save your work. 

Delete or Deactivate a Resident

Deactivating a Resident

Deactivating a Resident will disable the user's credentials but maintain their profile on the admin portal and they can be reactivated at a later date.

Step 1
Select Operations from the left side navigation menu and select Resident Management. Next, select Residents from the drop-down menu.



Step 2
Under the list of Residents at your property, select the check box next to the name(s) of the Resident(s) you would like to deactivate .



Step 3
A Select Action dropdown will appear. From this dropdown, select Deactivate.



 Step 4 
Select Submit to the right side to save the change. A pop-up will appear confirming you want to make the change.


 

Deleting a Resident

Deleting a Resident will disable the user's credentials and delete their profile on the admin portal. If they come back, a new profile will need to be created.

Step 1
Select Operations from the left navigation menu and select Resident Management. Next, select Residents from the drop-down menu.




Step 2
Search for the resident by name or unit in the search box and select the three action dots next to the desired resident. Then select Delete.




Step 3
A pop-up will appear to confirm that you want to delete the resident. Select Yes to confirm deletion.



Reset a Resident's Password

Step 1
Select Operations from the left side menu and select Resident Management. Next, select Residents from the drop-down menu. 



Step 2
Search for the resident by name or unit in the search box, and select the three action dots to the right of the resident's name, and select Details. 



Step 3
Select More from the top right corner of the Resident's Profile and select Reset Password. 



Step 4
Enter a new password and select Submit. 

Select Operations from the left navigation menu and select Resident Management. From the drop-down menu, select Residents. Next, select the Resident Types located on the top of the screen.



Step 2
Create or edit existing types.
  1. Create: Select Add Resident Type from the top right corner
    1. Title: Resident Type (E.G. Resident, Owner) and select service categories you would like credentialed for this type.
    2. Edit:   Select Details of the Resident type for which you would like to edit the credentials.



For more information on what specific features under Resident Types control, check out this article!

Changing Resident Types

There are two ways to change Resident Types in the admin portal: with the select action button (allowing you to change one or more at a time) and by editing the individual Resident .

Changing Resident Types in bulk with Select Action

Step 1
Under the list of Residents at your property, select the check box next to the name(s) of the Resident(s) you would like to change the Resident Type. 



Step 2
A Select Action dropdown will appear. From this dropdown, select Change Resident Type.



Step 3
Next to the Select Action, an additional dropdown will appear allowing you to select the type you are changing the Resident(s) to. 



Step 4
Select Submit to the right side to save the change. A pop-up will appear confirming you want to make the change.



Changing Resident Type by Individually Editing Resident

Step 1
Under the list of Residents at your property, select the three action dots next to the Resident you would like to change the Resident Type to then select Edit.

 

Step 2
Under Assign a Type select the Resident Type you are changing the Resident to.


Step 3
Select Save Changes in the bottom right corner.

Approve or Reject App Registrations

If you are not integrating your accounting or access control system with VTS Rise, you may have residents self-register for access through the Rise Living or your properties branded App experience.

Step 1
Select Operations from the left navigation menu and select Resident Management. From the drop-down menu, select Residents. Next, select the App Registrations tab located at the top of the screen.


 
Step 2
Approve or Reject any pending registrations.
  1. Approve:  
    1.  Approve Single Registrations: Select Activate.
    2. Bulk Approve Registrations: Select the box next to the names of those you want to approve. Use the Select Action drop down box at the bottom of the screen and select Delete and select Apply.
  2. Reject: Select the box next to the registration (s) you would like to reject. Use the Select Action drop-down box and the bottom of the screen and select Delete.
    1.   Select Apply.

Once approved, the resident will be granted access to both the app and portal and their contact information will be moved into the resident feature. 

Resending the Welcome Email

There are two ways to resend the Welcome Email to your residents. You can individually select the resident you would like to receive the Welcome Email or choose to send the Welcome Email to all residents with a login status of No Action.

Resending the Welcome Email to Individual Residents

Step 1
Select Operations from the left menu and select Resident Management. From the drop-down menu, select Residents.



Step 2
Select the check box next to the name of the Resident you would like to resend the Welcome Email.



Step 3
Use the Select Action drop-down box at the top of the resident list to select Send Welcome Email and select Submit from the right side of the screen.
  1. You will be asked to confirm you would like to resend the Welcome Email. Select Yes to confirm.





Resending the Welcome Email to all Residents not yet Logged into the Platform

Option 1

Step 1
Select Operations from the left navigation menu and select Residents under the Resident Management drop-down.



Step 2
Select More from the top right corner, followed by Resend Welcome Email.



Step 3
You will be asked to confirm you would like to resend the Welcome Email to all Residents who are not yet logged in or a part of the community. Select Yes to confirm.


 
 

Option 2

Welcome emails can also be sent out in bulk similar to how they are sent on an individual basis. Welcome emails sent via this method will only be sent to residents that have not previously signed in to the platform.
 
Step 1
Select Operations from the left menu and select Resident Management. From the drop-down menu, select Residents.



Step 2 
Select the checkbox in the row with the data fields. This will select all users on this page.  Selecting the checkbox will open a drop-down menu from which you will select  Send Welcome Email . Select  Submit .
If you need to select more than 25 users, increase the Items per page at the bottom of the screen.



Step 3
A pop-up will appear asking to confirm you are ready to send the welcome email as well as listing how many residents the email will be sent to. The welcome email will only be sent to those who have yet to log in to the platform. Select  Yes to send the email.





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