Knowledge Base

The residents section is simply not-just-residents section. Built around the concept of apartments and lots, it caters for apartments’ information as well as tenants, owners, investors and managing agents. Having this information in the system allows you to setup community portal through which residents can post their management requests, book shared amenities and access building-specific documents and forms. Another benefit of maintain residents information is that you can broadcast important messages to your community and sub-groups which is particularly handy in case of emergencies and notices.

1.       Before trying to add residents, make sure your apartments list has been correctly setup. See Building > Apartments for details. Alternatively, you can also create new apartments right from the Residents section.

2.       Click on the Residents menu item on the left. The list of apartments and primary residents will open for you, with the left most column showing primary occupant name and the second column showing the apartment number. If there is no resident in the apartment, it will be displayed as ‘Vacant/Unknown’.

3.       Add an apartment by clicking the New Apartment button in the top right corner. Enter apartment and lot numbers in the pop up menu. Press Save to open apartment details screen.

4.       Here you can add optional details for your apartment such as Owners information (if not resident), managing agent information and optional notes. You can also enter apartment keys, vehicles, record breaches, documents, images (e.g. floor plans), special requests and pets information.

5.       You can also add any number of apartment notes at the bottom of list. Note: If you are setting up a new building, please contact MYBOS Support to discuss batch upload of apartment information.

1.       Click the Residents menu item on the left to view the list of apartments and primary occupants.

2.       A resident can only be created within an apartment. If an apartment doesn’t exist, please add one. See How to add an apartment/lot for details.

3.       If the apartment exists, click the corresponding row to enter new resident details.

4.       Click New Resident button to open resident information form. Enter all available details. You can also add resident photo and set username and password for them. This login information is optional but becomes essential if you are also running the Community Portal at your site.

5.       Press Save to return to apartment information screen. Repeat this step for all residents of the apartment.

1.       Click the Residents menu item on the left to view the list of apartments.

2.       Click the relevant apartment row to open apartment details.

3.       Click the + button in the top right corner of Owner Investor box to open owner investor data entry screen.

4.       Enter the owner-investor details and press Save to return to apartment details.

5.       Repeat steps 3 and 4 to add more records.

1.       Click the Residents menu item on the left to view the list of apartments.

2.       Click the relevant apartment row to open apartment details.

3.       Click the + button in the top right corner of Managing Agent box to open agent data entry screen.

4.       Enter the agent details and press Save to return to apartment details.

5.       Repeat steps 3 and 4 to add more records.

1.       Click the Residents menu item on the left to view the list of apartments.

2.       The list is sortable by apartment number and resident type. By default all occupants are displayed but you can apply filters to view only tenant occupiers or owner occupiers using the filter button at the top of the list, next to the export button.

3.       To search for an apartment or occupant, scroll through the list across pages or simply type the apartment number or occupant name in the search box just above the list header, adjacent to the New Apartment button.

4.       Click into a row to view the corresponding apartment details.

5.       The apartment lot number can be edited inline. Just click on the Lot Number in the top label and change the lot number. Click away to confirm the change.

6.       To edit a resident:

a.       Click on a resident row to view resident details. Click Edit to update information and press Save.

b.       If the resident is moving out of the apartment, it is recommended to archive him/her instead of deleting. The Archive button is available in the resident information screen. Pressing the Archive button displays a confirmation dialog. Press OK to finish.

c.       You can also convert a resident to owner investor by pressing the Convert to Investor button in the resident information screen. A confirmation dialog will appear. Press OK to finish. The resident information will be moved over to the owner-investor box.

7.       To delete a resident:

a.       Click the checkbox at the left end of the resident row. A Trash button will appear under the Residents label.

b.       Click this button to view the delete confirmation dialog. Press OK to finish.

8.       To edit or delete the owner-investor, click the Edit (pencil) button at the top of the owner-investor box to view its details:

a.       To edit the information, update details and press Save to finish.

b.       To delete, click the Trash button at the top of the information screen. A confirmation dialog will appear. Click OK to finish.  

9.       To edit or delete the managing agent, click the Edit (pencil) button at the top of the managing agent box view its details:

a.       To edit the information, update details and press Save to finish

b.       To delete, click the Trash button at the top of the information screen. A confirmation dialog will appear. Click OK to finish.

10.   To edit or delete keys, vehicles, breaches, documents, images, requests, pets:

a.       Expand the relevant record group by clicking the downward arrow head to the right end of the group label. You can also view all records by clicking the ‘Expand All’ icon at the opposite end of the apartment/lot label.

b.       Tick the checkbox at the right end of the record you want to edit. An Edit (pencil) button and a Trash button appear at the right end of the records table header.

c.       To update the record, click the Edit button to view its details. Update the information and press Save to finish.

d.       To delete the record, click the Trash button. A confirmation dialog will appear. Press OK to finish.