Add a resident and invite them to the portal

Platform: ResiConnect · For: Activities, Executive Director, Wellness

Add each resident once, then invite them so they can use ResiConnect.

Add a resident

1. Select Residents in the menu.
2. Select Add Resident.
3. If your organization also uses Move-In, choose Already living here or the moving-in option.
4. Enter First Name and Last Name. These are the only required fields for one person.
5. For a couple, tick the spouse or partner box and fill in their details.
6. Add the Unit Number, Care Level, Email and anything else you know.
7. Select Add Resident, or Add Couple.

Invite them to the portal

1. Open the resident's page. The Profile tab opens first.
2. Find Portal Access.
3. Select Send Invite Email. They get a setup email, choose a password and land in their portal.
4. No email on file? Select Copy Details and share their invite code and portal address another way.

Once the resident has set up their account, Portal Access shows Active, and the button changes to Resend Invite.

Good to know

• The Date Moved In field uses today if you leave it blank.
• The Care Level decides which care-level calendars the resident sees. Without one, they see only whole-community events.
• Use the pencil on each section of the Profile tab to edit details later.

If something goes wrong

• "This address has unsubscribed or bounced before." No email was sent. A setup link may be copied for you. Share it directly.
• "Add an email to this resident first." Add one under Personal Information.

Choose Help & support at the bottom of the menu, or email support@resionboarding.com.