Please Note: If you are an integrating client, you will need to edit all Homeowner/Unit information in your system of record from which the Homeowner/Unit information is updated during the nightly sync with Smartwebs.
Navigation
To add a new unit or homeowner, navigate to the Unit List page by selecting the Gear Icon > Manage > Units > List
Step 1
You can search the unit list for the homeowner by typing in any information about the unit they are attached to, or by scrolling the list in full
Step 2
Select the homeowner from the list.
A details panel will open showing the unit's information along with a summary of any associated projects, violations, or other records linked to that unit.
Step 3
Click the pencil (edit) icon to open the editing options.
Step 4
Select to either edit the existing unit/owner or create a new owner for that unit.
- Edit Existing: If the owner is still the same but their information or any tenant information needs to be changed, you typically want to select this option.
- Create New: If the owner of the unit has changed or moved out, select Create New. All owner-based information and open violations will automatically be closed and archived under the previous owner.
Step 5
In the popup, edit any information that you want to change about the unit, then select "Save".
Confirmation
After saving, the system will give you a confirmation that it saved, and the list will refresh to reflect the changes that were made.
Unit Removal
To remove a unit, a Global Admin must contact Smartwebs Support to submit a deletion request. Units cannot be deleted directly within the application.
NOTE: Deletion will remove ALL history on the unit
Smartwebs Support can also merge two units and designate one owner as a past owner upon request. To initiate a merge, contact Smartwebs Support directly.
NOTE: Deleting or Merging a unit CANNOT be undone