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  1. Help Center
  2. /Building
  3. /Units and Residents
  4. /View and Manage Units

View and Manage Units

Viewing the list of units in your building from the Building page, and managing an individual unit.

Last updated August 13, 2026

Building
    • Bulk Invite and Send Reminder
    • Filtering and Searching Units
    • How to filter units with the search bar
    • How to Import Locations and People
    • Import Errors and What They Mean
    • Importing Locations and People: An Overview
    • Location Import: FAQ
    • Pet Registration: Weight & Breed
    • Preparing Your Import File
    • Reading Your Import Report
    • Seeing what a unit owes, and finding units fast
    • The Pre Import Checklist
    • View and Manage Units
    • What Happens When You Import, and Who Gets Notified
    • Attach Supporting Documents to a Decision
    • Create Your First Board Decision
    • Vote on a Pending Decision
    • Attach Documents to Notes
    • Create and Manage Logbook Notes
    • Create Notes Faster: Drag-and-Drop, Keyboard Shortcuts, and Batch Add
    • Pin Important Notes
    • Tag a Property and Pin the Notes That Matter
    • Use Comments on Notes
    • Create and Manage Documents
    • Documents
    • Share Financial Documents
    • Upload Bylaws and Governing Documents
All collections

01

Navigate to Building Page

To view and manage units, first navigate to the building page.

Navigate to Building Page

02

Access Building Section

Click the Building tab on the dashboard to access the building overview and its units.

Access Building Section

03

Review Unit List

Here, you will see a list of all the units in the building in numerical order. You can use the search bar to find the unit that you were looking for.

Review Unit List

04

Open Unit Profile

Simply click on the unit card to open the unit profile page.

Open Unit Profile

05

Manage Unit Details

From here, you can manage all of the details of the unit. Including the members of the unit. You can click this button to add members to the unit.

Manage Unit Details

06

Search Unit Members

You can search for members in this unit. And you can click on each member card.

Search Unit Members

07

Edit Or Remove Member

To make edits to that member or remove them.

Edit Or Remove Member

08

Access Unit Details

Click Unit Details to view more information about the unit.

Access Unit Details

09

Edit Unit Details

You can adjust unit details by clicking edit details.

Edit Unit Details

10

Open Service Tickets

Click Service Tickets to manage or create service requests for this unit.

Open Service Tickets

11

Create Service Tickets

You can create service tickets for this unit in particular,

Create Service Tickets

12

View Packages Section

Click Packages to see and manage packages received for this unit.

View Packages Section

13

Receive Unit Packages

You can receive packages directly for this unit.

Receive Unit Packages

14

Access Notes Tab

Click Notes to add or view internal notes related to this unit.

Access Notes Tab

15

Add Internal Notes

Add internal notes for this unit.

Add Internal Notes

16

Open Amenity Bookings

Click Amenity Bookings to view or create bookings associated with this unit.

Open Amenity Bookings

17

Manage Unit Bookings

View this unit's amenity bookings, or create a new booking for this unit.

Manage Unit Bookings

18

Access Unit Wiki

Click Unit Wiki to add or review notes specific to this unit.

Access Unit Wiki

19

Add Wiki Notes

Add some notes into the unit Wiki.

Add Wiki Notes

20

Open Documents Section

Click Documents to create or manage documents related to this unit.

Open Documents Section

21

Manage Unit Documents

Create some documents for this unit, such as contract details, or pet policies.

Manage Unit Documents

22

Access Registrations Tab

Click Registrations to view or update registrations associated with this unit.

Access Registrations Tab

23

Verify Unit Registrations

And lastly, you can ensure you have all the correct registrations for this unit. Such as their pets, vehicles, unit storage fobs, and key slots.

Verify Unit Registrations

24

Add New Registration

By simply clicking add registration and selecting the registration you're looking for. If I were to add a fob, I would click here enter the fob ID.

Add New Registration

25

Assign Registration To Occupant

And you can optionally assign which occupant the fob is assigned to.

Assign Registration To Occupant

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