How to Favorite an Occupant (User)
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Table of Contents
Favoriting occupants makes it easier to quickly access the people you interact with most throughout the application.
Favorite an Occupant
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Open the Directory screen from the left navigation.
- You will be taken to the Manage Occupants tab by default.
- Locate the occupant you want to favorite.
- Click the occupant’s name to open their profile dialog.
- In the profile dialog, select the Favorite {First Name} link.
- Once favorited, a star icon will appear next to the occupant’s full name in the profile header, indicating they have been added to your favorites.
Unfavorite an Occupant
If you no longer want an occupant marked as a favorite:
- Navigate to the Directory screen and find the occupant.
- Click the occupant’s name to open their profile dialog.
- Select Unfavorite {First Name}.
The star icon will be removed, and the occupant will no longer appear as a favorite.
Additional Notes
- Favorited occupants can be used alongside directory filters to quickly narrow down results.
- Favoriting and unfavoriting occupants has no impact on how other users in your organization view their occupant lists.