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How to manage community member profiles

Updated this week

Goal

In this article, you’ll learn how to view and edit resident profiles in the Resvu system.

Before You Get Started

You will need to have the correct permissions set in order to manage resident profiles. To check this, navigate to:

Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select Roles & Permissions ➡️ Scroll down to Residents ➡️ Expand Residents and ensure that Residents Access has full access selected.

Updating Resident Profiles via API Integration

If you update a resident’s profile in Stratamax or PropertyIQ, the changes will automatically sync overnight.

Accessing the Residents Section

Step 1 - Navigate to the Residents Section

In the Admins section, click on Residents. From there, select Residents.

Viewing Resident Profiles

Step 1 - Search or Browse for Residents

You can search for a specific resident or browse the residents table to find the resident profile you want to manage.

Step 2 - View a Resident Profile

Click the eye icon next to the resident’s name to open their profile.

Edit the Resident Profile

Step 1 - Edit the Resident Profile

Click Edit at the bottom of the profile page. Enter any new information or other details related to the resident’s profile.

Step 2 - Save the changes

Click the Save at the bottom of the profile page.

Edit the Resident lot information

Step 1 - View the lot information

Click the Lot information tab at the top of the screen

Step 2 - Edit the lot information

Press the Edit at the bottom of the page.

Add in the new lot information

Step 3 - Save the changes

Press Save at the bottom of the page to save the changes

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