Context:

As a ButterflyMX property admin, you can manage your resident/tenant list by adding, removing, or updating resident/tenant data at any time.

By integrating your property management software (PMS) such as Entrata, RealPage, Yardi, or RentManager, you can automate resident/tenant management by automatically syncing resident/tenant data with your ButterflyMX intercom. However, if you haven’t integrated ButterflyMX with your property management system, you can add residents/tenants manually. In this article, we will walk you through how to manually add residents/tenants.

What to do:

1. Log in to the ButterflyMX OS
   • First, log in to the ButterflyMX OS on a computer.
2. Click ‘Tenants’ from the left-hand menu
   • Navigate to the menu on the left-hand side of the page and click ‘Tenants’.
3. Click the ‘Add Tenant’ button
   • Once in the ‘Tenant’ section, click ‘Add Tenant’ on the top left of the page.
4. Enter the resident's/tenant’s information
   • You will then fill in basic information including the resident's/tenant’s email address, first name, last name, phone number, and unit. While it’s important that all information is accurate, their email address must be correct, as we need this to send the resident/tenant a registration email so they can begin using the system.
5. Adjust settings as needed
   • In the ‘Information’ section, you can choose the activation date for the resident/tenant in the system. This allows you to activate their name on a future date if they are not moving in immediately.
   • In the ‘Presentation’ section, you can set the display name strategy for the resident/tenant. The display name strategy determines how residents'/tenants’ names appear in the intercom directory. Newly added residents/tenants will have their display name set to the building’s default setting. If a resident/tenant prefers a different display name, you can manually type in what they’d like displayed.
   • You also have the option to enable ‘Display only on search’, ensuring the resident/tenant will only appear in the directory when specifically searched for.
   • Under ‘Entry methods’ you can see that any entry method enabled on the building level will also be automatically enabled for the resident/tenant. If Door PINs are enabled, the system will automatically generate a six-digit PIN for that resident/tenant once you hit ‘Save’. This PIN can be used to gain access to the building if, for example, their phone has died. The resident/tenant can change this PIN at any time in the mobile app.
6. After you are done filling in the resident's/tenant's information, hit 'Save'. After hitting 'Save' - if your building is live and the resident/tenant is moving in immediately - the resident/tenant will automatically receive a registration email to set up their ButterflyMX app account.