Managing Recipient's Accounts

Managing Recipient's Accounts

Your Residential Data Management program (Yardi, OneSite (Realpage), Entrata, Salesforce, etc.) imports Recipient's (Resident’s) data into the Portal system daily.

It is strongly recommended that you let your Residential Data Management program update your Recipients. However, you may need to add roommates or children to a Recipient’s account, or you may need to manually update an existing Recipient associated with your complex/company that will be using the Smart Package Room. In addition, there are options that may be helpful to turn on and off, including ADA Required, Opt-Out, and Address Verification.
 
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      To access the Smart Package Room to deliver items, a Courier can be given a Key Card to scan. The best approach is to make a generic Courier account for each carrier (USPS, UPS, DHL, FedEx, etc.), assign a PIN, then use the PIN to assign a Key Card. ...
    • Deactivating a Recipient

      You can only deactivate a recipient if they were added manually (see Adding a Recipient). You cannot use this process to remove recipients who are in your Residential Data Management program (daily file). From the Portal, click the Menu button on the ...
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