As a ButterflyMX property admin, you can manage your tenant list by adding, removing, or updating tenant data at any time.
By integrating your property management software (PMS) such as Entrata, ReaPage, Yardi, or RentManager, you can automate resident management by automatically syncing resident data with your ButterflyMX intercom. However, if you haven’t 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
First, log in to the ButterflyMX OS on a computer.
Step 2: Click ‘Tenants’ from the left-hand menu
Then, 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 ‘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, their email address must be correct, as we need this to send the tenant a registration email so they can begin using the system.
Step 5: Click ‘Advanced options’
Newly added tenants will have their display name set to the building’s default setting. This display name strategy determines how tenants’ names appear in the intercom directory. If a tenant prefers a different display name, you can select an alternative option from the ‘advanced options’ dropdown menu.
Additionally, in the ‘advanced options’ section, you can choose the activation date for the tenant in the system. This allows you to activate their name on a future date if they are not moving in immediately. You also have the option to enable ‘Display only on search’, ensuring the tenant will only appear in the directory when specifically searched for.
If your building has 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. This PIN can be used 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’ve successfully added a tenant to the ButterflyMX system and they will appear in the intercom directory.
