Unit Management

With the ease of being able to manage all of your units in one place, VTS Activate for Multifamily allows you to add and organize units for easier communication to your residents. In this article, you will learn how to:

• Add Units
  • Option One: Individually
  • Option Two: Bulk Upload
• Add Tags to a Unit
• Add a Custom Visitor Pass Message to Unit
• Deactivate or Delete Units
  • Deactivating a Unit
  • Deleting a Unit
• Sync Residents with an Integration

Add Units

There are two ways to add Units to your platform:

1. Individually
2. Bulk Import

Option One: Individually

Step 1 

Upon logging into the Admin Portal, select Operations from the navigation menu, and then under Resident Management select Units. 

Step 2

Select Add Unit from the top corner.

Step 3

Enter the Unit information and select Submit.

• Unit: The name or number of the unit.
• Floors (If Applicable): When using Rise Lift, this associates the floors the resident has the ability to access with using their personal QR code in the app in the Rise Lift elevator. 
• Visitor Floors (If Applicable): When using Rise Lift, this associates the floors the resident's visitors will have access to using their visitor pass in the Rise Lift elevator. 
• Home Floor (If Applicable): What Floor this unit is located on. 
• Anonymize or Hide Resident Name on Kiosk Directory (If Applicable): Allows you to anonymize the resident's names associated with the unit from the Kiosk directory.
• Assign Work Orders To (If applicable): Allows you to assign work orders created by anyone in this unit to a specific staff member or staff group. Learn more about Auto Assigning Work Orders.
• Disable Welcome Email: Allows you to disable a welcome email from being sent to new residents added to this unit. 

Option Two: Bulk Upload

Step 1

Upon logging into the Admin Portal, select Operations from the navigation menu, and then under Resident Management select Units. 

Step 2

Select More from the upper corner, and select Import from CSV in the drop-down.

Step 3

Select CSV and choose the CSV or excel spreadsheet you would like to import. 

Add Tags to a Unit

Tags are a way to group people or units together in the platform to send curated management posts, polls, events, and forms. Tags assigned to the unit level will apply to all residents associated with that unit, including residents added after the tag was created and attached to the unit. 

Step 1

Select Operations from the navigation menu, and then under Resident Management select Units. 

Step 2

Select the check box(es) next to the unit(s) you would like to assign the tag(s). 

Step 3

Using the Select Action drop-down at the top of the screen, select Assign Tags and then select the Tag(s) you would like to assign to this unit.

Step 4

Select Submit to complete this action. 

Add a Custom Visitor Pass Message to Unit

Custom visitor pass messages can be applied to all visitor passes created by the unit. This can include directions or welcome notes. 

Step 1

Select Operations from the navigation menu, and then under Resident Management select Units. 

Step 2

Select the unit you would like to add a custom visitor pass. Select the three horizontal dots next to the unit, then select Details from the drop-down.

Step 3

Select More from the top corner of the unit profile and select Custom Visitor Message.

Step 4

Enter the custom visitor pass message you would like assigned to this unit and select Submit.

Deactivate or Delete Units

Deactivating a Unit

Deactivating a Unit will disable the unit but maintain the unit profile on the Admin Portal and can be reactivated at a later date.

Step 1

Select Operations from the navigation menu, and then under Resident Management select Units. 

Step 2

Select the check box(es) next to the Unit(s) you would like to deactivate. 

Step 3

Select the Select Action drop-down box from the top of the screen, and select Deactivate.

Step 4

Select Submit. The unit(s) selected have now had all credentials associated with their unit deactivated. 

Deleting a Unit

Deleting a unit will disable the unit and delete the unit profile on the Admin Portal. If the unit needs to be added back, it must be recreated.

Step 1

Select Operations from the navigation menu, and then under Resident Management select Units. 

Step 2

Select the three dots next to the unit you wish to delete. From the drop-down, select Delete.

Step 3

A pop-up window will appear asking you to confirm that you want to delete the unit.

Syncing Residents with an Integration

For more information on how an integration on the Activate Multifamily platform works, or setting up an accounting integration please reach out to the client success team at VTS!