Link to Your Resident

This tutorial will go through the steps to help you link to your residents. Before your residents can make rent payments to you through Smart Housing, they must be linked to you first.

Step 1 - Find the resident you want to link to by typing their name in the People Search box on the Dashboard.

Step 2 - Once you are on your resident's profile page, click on the large grey 'Link Resident' button.

Step 3 - You will see two options to link to your resident pull up.

Step 4 - One option is to send an email. Click on the green (or blue) 'Send Email' button.

a - Type in the resident's email address and select 'Save Changes.'

An email has been sent to your resident. This email allows them to signup with Smart Housing and they will automatically be linked to you.

Step 5 - The second option is to print a letter to give to your resident. Click on the green (or blue) 'Print Letter' button.

a - A new tab will pull up with the letter to link. It lists the steps that your resident needs to go through in order to sign up with Smart Housing and link to you. Print this letter.

You will know when you are linked to your resident when the box at the top of the profile page that says 'Not Linked' turns green (or blue) and says 'Linked.'

You are now linked with your resident.