Add or edit a unit

Add a unit number to a building, or update access, visitors, ownership, and legal details in the unit sidebar. You need access to Directory and permission to manage units.

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Add a unit

  1. Open Directory from the sidebar.
  2. Click Units.
  3. Click Add unit.Add unit dialog — Add unit dialog with Unit Number field and Save button
  4. If prompted, choose Building.
  5. Enter Unit Number.
  6. Click Save.

Result: You see Unit added, and Directory opens the new unit in the sidebar so you can complete other details.

Edit a unit

  1. On the Units tab, click the unit row to open the sidebar.
  2. Click Edit on the section you need (Access, Visitors & entry, Ownership, Legal, or the unit identity/meta fields).
  3. Update the fields (for example Enter Phone, Key Code, Allowed Visitors, Rented Out).
  4. Click Save.

Result: You see Unit saved, and the sidebar shows the updated values.

Related articles

  • Find a resident or unitSearch Directory for a resident, unit, plate, or other record, then open the detail sidebar. You need access to Directory for your building.
  • Add a residentCreate a new resident record on the Residents tab. You need access to Directory and permission to add residents for the building.
  • Archive a Directory recordHide a resident, unit, parking spot, locker, vehicle, pet, or bike rack from the active Directory list. You need access to Directory and permission to archive records for the building.

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