Introduction
The People page acts as a centralized directory of contacts within your organization and the properties you manage. It provides key details for internal team members, residents, and property owners, making it easier to manage communication and collaborate effectively.
Sidebar Navigation
| Section | Purpose |
|---|---|
| My Team | View your organization’s Property Managers along with their roles and contact details. |
| Residents | Access tenant information for all properties under management. |
| Owners | View property owners associated with the units you manage. |
Understanding the “My Team” Table
| Column | Description |
|---|---|
| Name | Full name of the Property Manager. |
| Type | Displays the user role, typically shown as “Property Manager.” |
| Internal Job | Optional job title or descriptor within your organization. |
| Contact email for quick outreach. | |
| Phone Number | Direct phone number for immediate communication. |
Available Actions
Edit – Update your team members’ contact information when details change.
Delete – Remove team members who are no longer part of your organization.
Create New User – Add additional Property Managers to your organization’s directory.
Export – Download the visible contact list as a spreadsheet for offline access or reporting.
Use Cases for Property Managers
Quickly Reference Contacts
Easily access team member details for collaboration or follow-up on active work orders.Maintain Accurate Information
Keep team contacts up to date to ensure smooth internal communication.Export Contact Lists
Download organized lists of Property Managers, Residents, or Owners for reporting or offline reference.
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