How do you add a new resident to your community? 🔎

To add new residents to your community in bulk, follow these steps:

OPTION 1: BULK UPLOAD

Step 1: Go to the "Administración (Administration)" section

  1. In the left-hand sidebar, find and click Administración.
  2. Under the “Administración” options, click Usuarios (Users).

Step 2: Import your database

  1. Once in the “Usuarios” section, click the More options button.

  2. A menu will appear. Select the Import Database option.

  3. Next, you’ll need to upload your Excel file containing your community’s database. The format must be as follows:

    • Column A: Unit
    • Column B: Full Name
    • Column C: Is this person a resident?
    • Column D: Is this person a homeowner?
    • Column E: Is this person a board member?
    • Column F: Email
    • Column G: Country Code
    • Column H: Phone Number

Please keep this in mind!

  • The database you upload must follow the exact format shown in the image.
  • During bulk upload, the units must exactly match the users already registered in your community.
  • Once you upload the units, you’ll receive an email informing you if any of the uploaded email addresses are invalid, incorrect, or contain any inconsistencies.

Here’s how to add a new resident to your community individually.

OPTION 2: INDIVIDUAL UPLOAD

Step 1: Log in to SuperAdmin and click “Administración,” then “Usuarios”

  • In the left-hand sidebar, look for the Administración section.
  • Under Administración, select the Usuarios option. You’ll see a list of existing residents in your community.

Step 2: Click the '+ Add Resident' button and fill in the resident’s information. Save it, and you’re done! Your user has been successfully created.

  • Once in the Usuarios section, locate and click the + Add User button.
  • A form titled Register User will appear.
  • Fill out the following fields:
    • Name: Enter the resident’s full name.
    • Role: Select the user’s role in the community (for example, Homeowner, Resident, Security Guard, etc.).
    • Unit: Enter the number or identifier of the unit (house or apartment) assigned to the resident.
    • Phone: Enter the resident’s phone number. The country code (+57) will already be selected by default for Colombia.
    • Email: Enter the resident’s email address.
  • After filling in all the information, click the Save button.

Important: If you cannot find the unit (house or apartment) you want to associate, go to the "Unidades (Units)" tab, click "Add", and fill in the information.

Here’s how to add a new resident to your community using the pre-registration option at Munily.

OPTION 3: PRE-REGISTRATION

Step 1: Log in to Superadmin, click “Administración,” and then “Pre-registration”

  • In the left-hand side menu, look for the Administración option.
  • When the “Administración” options appear, select Pre-registros (Pre-registrations).

Step 2: Go to “Actions” and click the checkmark (✓)

  • In the user table, locate the row for the resident you want to approve.
  • In the Actions column, you’ll see several icons. Click the icon that looks like a checkmark inside a box.

Additional Information:

Users can download the app on their own and send you a pre-registration request using your community’s 4-digit code.

Important: For security reasons, only administrators can approve these requests, as they are the ones qualified to know who is part of their community.

Guide images

Screenshot 1 of 3 from the guide: How do you add a new resident to your community? 🔎Screenshot 2 of 3 from the guide: How do you add a new resident to your community? 🔎Screenshot 3 of 3 from the guide: How do you add a new resident to your community? 🔎

Still need help? Reach us on WhatsApp or at soporte@munily.com.

Con Amor 💙 Munily