As a ButterflyMX property admin, you have the ability to manage your tenant list. You can easily add, remove, or update tenant data at any time.
If you use property management software (PMS) such as Entrata, ReaPage, Yardi, or RentManager, you can automate resident management through our PMS integrations. By integrating your PMS with ButterflyMX, resident data will automatically sync from your PMS to your ButterflyMX intercom.
If you have not integrated ButterflyMX with your property management system, you can add tenants manually. In this post, we walk you through how to manually add tenants.
How to Manually Add Tenants to your ButterflyMX System
- Log in to the ButterflyMX OS
- Click ‘Tenants’ from the left-hand menu
- Click the ‘Add Tenant’ button
- Enter the tenant’s information
- Click ‘Advanced options
- The system will generate a PIN for the tenant
- Check off SMS and email notifications and save
Step 1: Log in to the ButterflyMX OS
Log in to the ButterflyMX OS on a computer.
Step 2: Click ‘Tenants’ from the left-hand menu
Navigate to the menu on the left-hand side of the page and click ‘Tenants’.
Step 3: Click the ‘Add Tenant’ Button
Once in the ‘Tenant’ section, click on ‘Add Tenant’ on the top left of the page.
Step 4: Enter the tenant’s information
You will then fill in basic information including the tenant’s email address, first name, last name, phone number, and unit. While it’s important that all information is accurate, it is especially important that their email address is correct, as we need this to send the tenant a registration email so they can begin using the system.
Step 5: Click ‘Advanced options’
The newly added tenant’s display name will default to the building’s setting. Your display name strategy is how your tenants’ names appear in the intercom directory.
If their display name is going to be what you have set for the whole building, you can leave that there. If that specific tenant wants their name to appear as something else, you can choose another option by clicking on the drop-down under ‘advanced options’.
Additionally, in the ‘advanced options’ section, you have the ability to select a date in which the tenant will be activated in the system. If a tenant doesn’t move in for another month, you can choose to activate their name on that date.
You also have the option to check ‘Display only on search’ which means the tenant will not show up in the directory unless specifically searched for.
For buildings that have door PINs enabled, you will see that the ‘PIN enabled’ box is already checked off. From here, you can skip the ‘Door Release Pin’ box, as after you save, the system will automatically generate a four-digit PIN for that tenant.
The tenant can use this PIN to gain access to the building if, for example, their phone has died. The tenant can change this PIN at any time in the mobile app.
Step 6. Check off SMS and email notifications and save
Lastly, check off ‘SMS notifications,’ ‘email notifications,’ and click ‘save’.
Now you have successfully added a tenant to the ButterflyMX system and they will appear in the intercom directory.