How to remove an old Resident who sold out/vacate a flat and new Resident moves into a unit?

How to remove an old Resident who sold out/vacate a flat and new Resident moves into a unit?

Please find below the steps to be taken in case when a user(Owner/Tenant) is moving out of the unit and a new user(Owner/Tenant) is moving into the unit.

Step 1: Deactivate the old user account.

 Login to ADDA>>Admin>>Units & Users>>Approved Users>>Search for the user>>Click on the name and on the right hand side you will find an option to “Deactivate the user”.

Hence the user will be deactivated and listed under “Units & Users >> De-activated” tab.


Step 2: Create new account for the moving in user.

 To add new resident account: Login to ADDA>> Admin >> Units & Users >> Add Users.


Step 3: Update Bill-To name.

To update Bill-to-name: Login to ADDA >> Admin >> Units & Users >> Approved Users>>Search for the user>>on the right hand side select “Unit Details”>>Click on “Edit Unit Details” Hyperlink>>Enter the new “Bill To name”>>Click on “Update”.



 


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