Goal
This guide will walk you through how to manage users through our integration partners. You’ll learn how to import users, go live with communities, enable automatic import, and manage resident statuses.
Before You Get Started
You will need to have the correct permissions set in order to manage integrations. To check this, navigate to:
Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select Roles & Permissions ➡️ Scroll down to Accounts ➡️ Expand Integrations and ensure that Integrations has full access selected.
You will also need to have the correct permissions set in order to manage residents. To check this, navigate to:
Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select Roles & Permissions ➡️ Scroll down to Residence ➡️ Expand Residence and ensure that Residence has full access selected.
Accessing Integrations
Step 1 - Navigate to Integrations
Go to Settings and select Integrations.
Step 2 - Choose Your Platform
Select your integration platform. If the correct one is not in the Available platform section, email resvu at [email protected] and a team member will be able to assist
Step 3 - Open the User Management Tab
After selecting your integration platform, go to the User Management tab.
Note: All platforms have the same logic and steps, while this article is done using a specific platform, these steps will work for all integration partners.
Importing specific Users
Step 1 - Import Individual Users
Click Import Users for the desired building.
Option 1: Select Rows and Click Import
Select individual users from the Pending Import tab by clicking their rows, then press the Import button at the top of the table.
Option 2: Import from the Row
Click the Import User button located within the row to import a specific user.
Importing Users using the Go Live button
Once imported, users will appear in the Imported tab and receive a welcome email automatically. Users will then be able to receive communications and be assigned to requests.
Step 1 - Use the Go Live Button
Option 1: For Individual Communities
Click the Go Live button in the row of the specific building.
Option 2: For Multiple Communities
Select multiple buildings, then click the Go Live button at the top of the table.
Step 2 - Choose User Types
When prompted, choose the user types to import:
Owner-occupier
Tenant
Owner-investor
Committee
Note: Property Manager and Other user types are not currently received from the API.
Step 3 - Confirm and Proceed
Click I understand to confirm. The system will show the estimated number of welcome emails that will be sent. Then click Proceed.
When a user gets imported via Resvu Admin
When a Resvu Admin imports users, the following will occur:
Users will appear in the Import Users ➡️ Imported tab
They will receive an automated welcome email setup in Settings ➡️ Invitation Email Settings
Under Residents ➡️ Users they will have their status set to Pending activation.
Users will then be able to receive communications and be assigned to requests.
Import Users ➡️ Imported
Residents ➡️ Users
Automatic Import
Triggering the Automatic Import
Automatic import is triggered when:
All users in a building have been moved to the Imported tab (none remain in Pending Import).
Once triggered, future residents added in the integration platform will appear in the Resident User Table with a status of Not Invited.
Inviting automatically Imported Users
Filter the Resident User Table by the Not Invited status.
Select all the Residents.
Click the three dots above the table and choose Resend Invitation to send the welcome email. The users will then have the Status Pending Activation.
Resident Status - Not Invited
This indicates new residents who were added to the integration platform during the day and the Resvu Integration Nightly sync picked up the new residents