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Uploading a COI in the member portal

Updated over 2 weeks ago

The Member Portal lets you manage your company info, make bookings and payments, and more—all in one place.

This article describes uploading your company's COI.

TIP: This article is intended to help your members with questions they may have about the Member Portal.

NOTE: If you have not received your Welcome Email, please reach out to your property manager. This email contains all the information you need to log in and get started.

Uploading a COI

  1. Log in to your member portal using the link provided in your welcome email. The home screen appears.


    NOTE: Depending on your member status, you may see fewer tiles or menus than referenced in this article.


  2. Select the Move-In Manager tile.


    TIP: If you belong to multiple companies, to see COI information from a different company, select your profile in the top right corner, and click your company name from the drop down. A prompt appears to select another company.


  3. Select which property the COI is for by selecting the property in the search field located at the top of the page.

  4. Click Upload Certificate of Insurance.

  5. Click Upload COI and select the file from your device.

  6. The Member Portal saves the file.

  7. Click the close (x) button to close the upload window.

  8. Click Manage COI to make changes to the file.

    1. Click the downloadbutton to download a copy of the file.

    2. Click the delete button to remove the file and start over.


      NOTE: The Manage COI option does not appear if your COI has been verified.


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