Linking two homeowner units (must be completed on the Office Site)
- After logging in, navigate to Communications.
- Search for the homeowner.
- Click on the unit that does not have a blue hyperlink (this means the unit isn’t linked to a user yet)
- Click on the Resident Portal tab
- Select Link Existing User
- Search for the last name of the owner. If they are in the same association, you can filter to only show the users assigned to this Association.
- Click the blue link icon in the action column by the username on their existing unit.
- The row will disappear, confirming the link was applied. Click the X button to close the drawer.
- Once back in the homeowner drawer, click the green Authorize button.
A success message will appear in the bottom corner of the screen, confirming the units have been linked.
You can verify the units are linked by clicking on the username/email:
And scroll all the way down to see both units:
When the resident logs in to the Resident Portal, they will see both units available in the unit selector dropdown at the top center of their screen.
