Once a Resident is added in Property Meld, the Resident needs to be invited to participate in submitting Melds.
Use the following steps to invite multiple Residents all at once. This probably means you are on your way to starting Property Meld. Congratulations and get ready to start Melding!
Step 1:
Whether Residents were recently added manually or imported, click Residents, then click Active.
NOTE: The filter toggle has the following descriptions.
- Registered - Invited Residents who have completed the user account setup.
- All - Both Registered and Unregistered Residents.
- Unregistered - Invited Residents who have not completed the user account setup.
Select the All or Unregistered filter to select multiple Residents for this step.
Step 2:
Using the checkbox next to the Resident row in the list view (or on the Resident card from the card view), click to select multiple Residents.
NOTE: When toggling between the filters or pages, the selected Residents will remain selected.
To select all Residents click Select all (#) residents.
Review the selected Residents and click INVITE RESIDENTS.
Step 3:
The Bulk Invite Residents confirmation dialog will be displayed summarizing of the selected Residents which will and will not be sent an invite.
Click SEND (#) INVITES.
NOTE:
- If a Registered Resident has been selected, the Resident will not be re-invited.
- Clicking CANCEL will dismiss the confirmation dialog and return to the currently selected list of Residents.
- Your residents will then receive and email that looks like the below example:
- We also recommend sending communication to the residents around the same time you get these invites out.