Staff Only Resident Info Web Admin Set-Up

The Staff Only Resident Info will allow your team to easily track and quickly reference important information regarding your residents. The Resident Info is viewable to staff-only via the Carson web admin and mobile app. To get started, please login to the web admin at admin.carson.live for set-up.

Using our Yardi API Resident Sync?

If you are using the API-based Yardi Voyager 7S resident sync with Carson, you can also choose to enable the syncing of the following fields to your residents in Carson:

• Move-out Date
• Pets Info
• License Plates

Please note that any fields populated in Yardi that are being synced to Carson cannot be manually overridden in Carson.

Reach out to [e-mail] for assistance in enabling the synced fields from Yardi. To verify whether you are currently syncing these fields from Yardi, please see this link.

Use Carson Service Requests?

Populated Pets Info fields will show up on a Service Request whenever a resident puts in a ticket.

Step 1

Select the Settings tab from the top of the horizontal toolbar. 

Step 2

Click Staff Only Resident Info on the left-hand side of the menu that starts with Remote Doorman.

Step 3

By default, Move Out Date, Pets Info, and License Plates are already toggled on. 

Click Add Fields to set up your own custom field.

Step 4

Name your Custom Field under the Add Field Title and briefly summarize it under the Add Field Notes field.

Change the field type by clicking on the drop-down menu to the right of the gray field set-up box to change the kind of information that will appear in that field.

You will be able to choose from 7 field types for your Resident Info field. Please see Types of Fields at the bottom of this article for more information on each field type.

Your fields will appear on the page as they are added, as well as in the mobile app under Resident Management.

Step 5

To start using your newly-created fields, you will want to add them on to the Residents page by adjusting the columns on your resident list. Click on *Columns to toggle on your newly created fields.

Types of Custom Fields

This chart breaks down the types of information you can input into your Resident Info columns depending on the field type.

Field Type	You can enter information such as:	Use field notes space to provide:
Single Line	Parking spot number Bike spot information Emergency contact details Vehicle model Special accommodation requests Or any other custom data relevant to your needs 500 character limit	A brief description, explanation or guidelines Example inputs (“License plate: ABC123”) Any additional supportive details Or leave black if not needed.
Paragraph	Parking spot number Bike spot information Emergency contact details Vehicle model Special accommodation requests Or any other custom data relevant to your needs 4000 character limit	A brief description, explanation or guidelines Example inputs (“License plate: ABC123”) Any additional supportive details Or leave black if not needed.
List	Parking spot number Bike spot information Emergency contact details Vehicle model Special accommodation requests Or any other custom data relevant to your needs 4000 character limit	A brief description, explanation or guidelines Example inputs (“License plate: ABC123”) Any additional supportive details Or leave black if not needed.
Date/Time	Lease start / end date Parking permit renewal Any time-sensitive information	Time zone considerations Restrictions (e.g., No past dates allowed) Additional context (e.g., Include weekends and holidays)
On/Off	Binary choice (e.g., Has parking permit?)  Conditional requirements (e.g., Requires special access?)	A brief description, explanation or guidelines Implications or dependencies Any additional supportive details