How to Approve a Residents' Request?

To navigate requests, go to the global view and click on Requests to view and approve any type of new requests.

Filter and Search (Optional):

• Use the dashboard to filter requests by type, property group, and status (New, Declined, Approved, Canceled, Deleted, On Hold).
• You can also search for specific requests and export request data if needed.

Note: If you want to create a request on behalf of a resident, you can use the Create a New Request option

Select and Review the Request:

• Click on Details after selecting the request you want to approve.

• Review the details of the request and the requester.

• To approve the request, you must add the expiration date and approve each document the requester has submitted.

• If you've already authorized the documents, Socienta will remember that and you won't have to do it again.

For Example move-in request for a tenant: 

• After approving all documents, click the Approve button.

• Choose one of the following actions:

  • Cancel any existing lease and create a new one.

  • Update an existing lease.

  • Approve without creating a new lease.

• Once confirmed, the request will move to the Approved Requests list, and a notification will be sent to the resident.

Important Note: 

For General Requests, you cannot approve them directly. Instead, you must:

• Edit the request to update the details.

• Decline the request if it is not valid.

• Transform it into the appropriate request type before proceeding with the approval process.

Communicating with Residents via Live Chat:

• If you need additional information or clarification from the resident, you can use the chat feature within the request.
• Click the Chat button at the corner of the page to start a live chat.
• The resident will receive notifications in the app and via email about the chat.