Managing Recipients
Changing a Primary Contact for a Recipient
Changing a primary contact for a recipient grants another recipient in the building the ability to pick up packages on the recipient’s behalf. Also referred to as the “Preferred Contact”. To change a primary contact for a recipient: In the Portal, ...
If a Recipient Does Not Have Their PIN and is Requesting a New PIN
If a Recipient needs access to the package room, Staff can provide a single entry, one-time use PIN to get into the room. You can create and send a Recipient a Single Access PIN using the Portal via the Quick Actions menu or from the Recipients tab. ...
Looking Up a Recipient's PIN
If the PIN is still active, you can look up the Recipient’s PIN in the Portal. Confirm that the Recipient says who they say they are. Log in to the Portal, click the Main Menu button on the left and choose Recipients. The Recipients page opens. Enter ...
Adding a Primary Contact for a Recipient
Adding a primary contact for a recipient grants another recipient in the building the ability to pick up packages on the recipient’s behalf. Also referred to as the “Preferred Contact”. To add a primary contact for a recipient: In the Portal, click ...
One-Time Recipient PIN Access
If a Recipient needs access to your package room (and does not have their PIN), Staff can provide a single entry, one-time use PIN to get into the room. There are two ways to generate a One-Time Resident Access PIN. Quick Actions Instructions From ...
Updating an Existing Recipient
In the Portal, the Recipients Detail page displays information about a current Recipient. From the Portal, click the Menu button on the left and choose Recipients. Enter the Recipient’s Name and click the Apply Filter (Search) button to locate the ...
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 ...
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 ...
Manually Adding a Recipient
If you need to manually add a Recipient to your database (to use the Smart Package Room), follow this procedure. From the Portal, click the Menu button on the left and choose Recipients. From the Recipients page, click the Add Recipients (+) button. ...