Overview
This guide shows how to invite a resident to the Aptly Access resident app from the large card view. You’ll add the recipient, confirm the unit, select the correct lock, and send the invite.
You’ll learn how to:
- Open the large card view and find Aptly Access
- Add/remove invite recipients
- Confirm or add the Unit
- Search for and select the Lock by name
- Send the invite to the resident app
Prerequisites
Before you start, make sure:
- The resident contact is related to the card.
- The lock exists in Aptly Access and is paired/attached to the unit.
Key Terms
- Large card view – The expanded view of a card with full controls.
- Aptly Access – Aptly’s access management panel to manage locks and resident invites.
- Access widget – The area in Aptly Access used to invite renters for move‑in access.
Step by Step Instructions
Follow these steps alongside the video.
- Open the large card view
- From your board, open the relevant card and switch to the large card view.
- At the top, click Aptly Access.
- Open “Invite Renters” and add recipients
- Click Invite Renters and then click the + icon.
- Residents related to this card will auto‑populate.
- Confirm or add the Unit
- The Unit should pre‑populate if configured correctly.
- If it doesn’t, search and select the correct unit in the Unit field.
- Select the Specific Lock
- No need to configure this field assuming the lock has been paired with the unit.
- Send the invite
- Click Send. The resident will receive an invite to the resident app.
Success check: The invite is created for the selected resident(s) with the chosen unit and lock.
Troubleshooting
Units don’t pre‑populate
Cause: Unit isn’t paired with a lock in Aptly
Fix: Manually link the unit or navigate to the locks to ensure it’s properly linked.
Wrong recipients appear (e.g., asset manager)
Cause: Contact is related and mislabeled as a resident
Fix: Remove non‑resident contacts from the recipients list before sending.
FAQs
Q: Who gets auto‑added when I click +?
A: Residents that are related to the card.
Q: Can I invite someone who isn’t a resident?
A: Yes, you can search for any contact in the resident list.