Occupant Types for Commercial Properties

Adding new Occupant Types allows you to assign feature sets to your Occupants. For example, you may want to allow Tenant Main Contacts at your property may have more permissions than an individual designated as an Occupant.  

In this article, you will learn:

1. How to Access Occupant Types
2. What each of the features (Services Categories) in Occupant Types control.
   
   

Step 1

 

 

After logging into the portal, select Operations from the left navigation menu and then Occupant Management. From the drop-down menu, select Occupants. Along the top of the screen, select the Occupant Types tab.

 

 

 

 

 

      

 

 

Step 2

 

Create or edit existing types.

Create: Select Add Occupant Type from the top right corner.

Edit: Select the three dots to the right of the Occupant Type you wish to edit, then select Edit. 

1. All: Gives the end user access to all of the features (Services Categories) listed.
2. Access: If you are utilizing Access at your property, this will allow the end user to swipe to unlock at Access points through hardware.
3. Assignments: Assignments allow you to designate assets to end users, such as storage lockers, bike racks, or parking spaces.
4. Concierge: This is for our Perks feature, allowing end users to view Perks.
5. Discover: This allows end users to have access to the resources you have included as Discover Links for your property.
6. Forms: Gives end users access to participate in Forms that the property creates.
7. Messages: Allows end users to communicate with each other and staff through private or group messages on the platform.
8. Mobile Key Access: If your property has an Access Control Integration, this allows end users to store their mobile key credentials in their phone.
9. Packages: If your property is utilizing our package feature, this is how end users will view packages at the property.
10. Payments: If your property is using our Payments feature, then the end user will be able to make payments through the platform.
11. QR Code: This allows end users to scan their unique QR code at kiosks and even booking tablets.
12. Valet: Enables end users to use the Valet feature.
13. Community: Allows for the possibility of using Newsfeed, Marketplace, Management posts, and Events. If this is turned off, there will be no Engagement tools on the platform. 
    
    1. Newsfeed: Allows for the Newsfeed section under Network.
       
       1. Create for own Tenant: This allows the Occupant Type to create Newsfeed posts that can be sent out to just their own tenant space.
          
       2. General: If this is turned off, it removes the Newsfeed section from the end user.
14. Marketplace: Allows end users to engage in a property-wide Marketplace to sell items.
15. Management: Allows for Management posts to appear under Newsfeed.
    
    1. Emergency: Allows end users to view Emergency Management posts.
       
    2. News: Allows end users to view Management posts.
       
    3. Polls: Allows for end users to view Polls sent out by the property management team.
       
16. Events: Allows end users to view Events at the property.
    
    1. Create for own Tenant: If this option is turned on, the occupant type will have the ability to create Events for their own Tenant space.
       
17. Work Orders: This allows end users to submit and view their work orders.
    
    1. Emergency Work Order: This allows end users to view Emergency Work Orders created on their behalf.
       
    2. Normal Work Order: This allows end users to create and view their Normal Work Orders.
       
18. Reservations: This allows end users to view the property’s Amenities and make Reservations.
    
    1. Reservation Approver: If this is turned on they will have the ability to approve Reservations made in their tenant space. 
       
19. Visitors: This allows end users to create Visitor passes.
    
    1. Visitor Manager: This allows this Occupant Type to manage visitor passes created at their tenant space.

To learn more about Creating and Managing Occupant Types, please refer to this article:

Occupant Management for Commercial Property Admins