Plot Contacts

Modified on Mon, 5 Aug at 9:31 AM

Plot contacts can be added to plots to record who is residing in, or, managing a property.

Contact types can be Resident, Estate Agent or Landlord.

Plot contacts must have either an email address or phone number to be added within the 'Contacts' tab.

Step 1: Select the plot > Contacts > + New Contact

Step 2: The default option is to add by email address. We recommend entering this all lower-case. If you do not have an email address, you can add by phone number by click 'This contact does not have an email' as shown in the below screenshot.

Step 3: Click Continue

Step 4: Complete all relevant information. Forename and Surname are mandatory fields.

The contact type will default to 'Resident', this can be changed if required by clicking the drop-down options.

If the resident portal is enabled you will need to enter a start date for the resident to be able to login and view their plot.

Step 5: Click Save

Resident Portal

If the Resident Portal is enabled on your account & you wish the plot contact to have login access, please Click Send Invitation. This will send an email invitation to the contact to confirm their email address and set a password. Please Note: you cannot log in to the Resident Portal using a phone number only.

If the Resident Portal is enabled, the plot contact can be given the ability to raise Defects and receive Notifications using the toggle buttons in the 'Contacts' tab.

If the Create Defects toggle does not appear please head to Admin > Your Account > Edit and ensure the option 'Can Residents Create Defects' is switched on.