Adding a new Person & Linking to Unit

To add a new person to a unit we start by navigating to the "Units" page on the side menu - ORGANISATION > UNITS

For ease of use, we have designed and developed two individual views to suit your preferences being a GRID and a LIST view as indicated below.

To allow users to navigate and operate the user-interface quickly and more efficiently, we have enabled shortcuts to add people on both views.

Let's first go through adding people using the GRID view.

1: Click on the user's icon within a unit (Hexagon shape) to open the occupant's pop-up.

2: On the top right-hand corner of the pop-up, click the "ADD PERSON" button. A dropdown menu will appear. Click the " + PERSON" option to continue.

3: The "ADD NEW PERSON" pop-up will open. Complete the required fields to add a new person to the unit. Once completed click the "SAVE CHANGES" button to add the person to the unit.

Occupant Types

Type	Description
Occupant	A legal entity that is currently residing in the unit.
Owner	A legal entity that owns the property.
Worker	A legal entity who visits the unit on a regular basis to complete some form of work or task
Visitor	A legal entity who visits the unit on a regular basis

4: Once the person has been added to the unit. The pop-up will close and the occupant's list will be updated with the new person added, as indicated below.

Congratulations! You have successfully added a person to a unit!

How to add people using the LIST view.

1: Click on a unit number to open the accordion and view more information.

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2: On the top right of the accordion, click the "ADD" button. A dropdown menu will appear. Click the " + PERSON" option.

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3: The "ADD NEW PERSON" pop-up will open. Complete the required fields to add a new person to the unit. Once completed click the "SAVE CHANGES" button to add the person to the unit

Occupant Types

Type	Description
Occupant	A legal entity that is currently residing in the unit.
Owner	A legal entity that owns the property.
Worker	A legal entity who visits the unit on a regular basis to complete some form of work or task
Visitor	A legal entity who visits the unit on a regular basis

4: Once the person has been added to the unit, the pop-up will close and the occupant's list will be updated with the new person, as indicated below

Congratulations, you have successfully added a person to a unit!

OPTION 2: FINDING AN EXISTING CONTACT & ADDING TO UNIT

To add an existing occupant/owner/worker/contact to a unit navigate to ORGANISATION > UNITS and hover over the unit you want to add the occupant/owner/worker/contact to and click the View button.

Here you will see the Add buttons at the top right, select what type of person you want to add to unit e.g. occupant/owner/worker/contact and click.

The person you want to add to unit already exists in your records, so you will need to search for them in your database. You can search by their name, contact number or email address.
Once you've clicked search using name, email or phone number, a list of matching contacts will appear.
If the person you want to add is in the list, hover over the line to reveal the LINK button. Once link is clicked it will open up the Wizard with the Person you've selected at the top.

Note: If the person you want to add does not appear, use the button at the bottom of the page +NEW to create the person and follow the instructions for CREATING A CONTACT & LINKING TO UNIT.

From here you can edit the 4. Unit Admin details, 5. Assigned Triggers & 6. Overrides for the new person in that Unit. Once you click Finish after adding these in you will be directed to the Unit Details page and the new person will be added and you can now add or create another one or navigate to another unit.