Overview
The Aptly Access widget allows you to invite renters, manage their access, view invitation statuses, resend invitations, and revoke access when needed.
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 expanded card view
- From your board, open the relevant card and switch to the large card view.
- At the top, click Aptly Access.
- Click “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.
Managing Resident Access
To manage an individual resident’s access:
- Open the expanded card view
- Click Aptly Access
- Select Invite Renters
Here, you’ll see a list of all invited renters along with their invitation status, including whether the invitation has been accepted.
Select a resident from the list to manage their access.
Resident Details
When you click on a resident, you’ll see several management options.
Details
The Details section displays information about the resident, including:
- Name
- Email address
- Phone number
- User type
- Invitation status
You’ll also see invitation details, including:
- Who sent the invitation
- When it was sent
- The email address used for the invitation
If the resident did not receive their invitation, scroll to the bottom of the page and select Resend Invite.
Passcodes
The Passcodes section displays any available passcodes that have been generated for the resident.
Managing Access
Under Manage Access, residents can be assigned access to a specific unit.
If the unit is properly paired with a smart lock, the associated lock will appear within this section as well.
This is especially useful for properties that may include:
- A main building entrance lock
- A unit-specific lock
You can provide residents access to multiple locks as needed so they can enter both the building and their unit.
After making any changes, scroll to the bottom and click Save.
You’ll also have the option to Revoke Access for an individual resident if needed.
For example, if a resident moves out but the lease remains active, you can revoke access for only that resident without impacting others on the lease.
What the Resident Receives
When a resident is invited, they will receive an email invitation to access their home through the resident app.
The email includes:
- Links to download the NoKey resident app from the App Store or Google Play
- Instructions on how to accept the invitation
- A direct Accept Invitation button
For the best experience, residents should:
- Install the mobile app
- Scroll to the bottom of the email
- Click Accept Invitation
The invitation link will automatically open the app and guide them through login and setup.
Resident Requirements
Residents must have:
- A valid email address
- A phone number
They will also complete two-factor authentication during setup.
Once logged in, residents will be able to access the property using Bluetooth through the resident app.
Residents can also generate their own passcodes directly within the resident app. Additional information on this functionality can be found in the resident app documentation.
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.