How Do I Attach an Existing Member to a Property

When would you use this?

• A property was created before its owner was entered into the system, and now needs an Owner attached.
• A member buys a second unit in the same community and needs to be linked to that unit as well.
• A homeowner rents their unit out and a Tenant needs to be added alongside the existing Owner.

This does not create a new member — it only creates the connection between a member who already exists and a property. If the person isn't in the system yet, create their member record first (see "Add a New Member to an Organization"), then come back and attach them here.

Steps

1. Switch into the organization (Organizations > search > row Actions menu > Select).
2. Go to the Properties tab.
3. Find the property in the list, click its row Actions menu, and choose View.
4. On the Property Profile page, click the Contacts tab.
5. Click Attach Members.
6. In the "Add Members to Property" window, use Search (by name or email) to find the member, then check the box next to their name. The "Selected" counter at the top of the window shows how many people you've picked.
7. Click the Add Members button (it has a dropdown arrow next to it) and choose either "Add as Owner" or "Add as Tenant," depending on their relationship to the property.

Good to know

• The member list in the "Add Members to Property" window only shows people who already exist as members in the organization — it's a search-and-select list, not a form for typing in a brand-new person.
• A property can have more than one contact attached at once. For example, a property can have two Owners and a Tenant all listed together.

Removing a member from a property

To reverse this connection, go to the property's Contacts tab, open the three-dot menu on that contact's card, and choose Detach from Property.

Detaching only removes the connection between that member and this specific property — it does not delete the member's record or affect any other property they're attached to.