Case Management · Staged Approvals · Move-in to Move-out

From invite to move-in. Every step tracked.

A staged workflow that replaces WhatsApp groups, emailed PDFs, and spreadsheets with a single tracked case per unit — from the first invite to the final move-out close-out.

Move-in Pipeline

The onboarding stages.

Each application is a case. It moves through defined stages — visible to the admin at all times. Nothing falls through the cracks.

01

Invite Sent

Admin or Owner

The admin or property owner generates a tracked invite link for the incoming resident. Owner invites include a sub-invite step: the owner can forward a separate tenant invite link directly from their portal — the original invite is consumed when the tenant link is generated.

  • One-time use invite token
  • Owner can generate a tenant sub-invite
  • Invite expires on use or after set period
02

4-Step Application

Applicant (resident / tenant)

The applicant completes a 4-step wizard: account creation, personal details, any sub-processes the scheme requires (pets, vehicles, etc.), and a mandatory signed acceptance of the complex rules. SA ID is captured and encrypted at this stage — it becomes the global identifier for this person across all Zyden schemes.

  • Step 1: Email, password (min 12 chars), SA ID
  • Step 2: Personal details — name, phone
  • Step 3: Sub-processes — pets, vehicles, intercom
  • Step 4: Complex rules — signed acceptance + IP log
03

Pending Review

Owner then Admin

The application enters a staged approval queue. For tenant applications, the owner approves first ("pending owner"). Owner-resident applications go straight to admin approval ("pending admin"). The admin sees all pending applications in the Action Stream on the dashboard.

  • Tenant: pending owner → pending admin
  • Owner-resident: straight to pending admin
  • Admin Action Stream shows all outstanding reviews
  • Each sub-process has its own approval stage
04

Approved & Active

System

Once approved, the unit record is updated and the resident gains access to their portal. The unit shows "live" status in the admin console. An access_map entry is created, giving the resident login access to that scheme's subdomain only.

  • Resident portal access activated
  • Unit status updated to occupied
  • Audit log entry created for the approval
  • Complex rules signature record retained
Move-out Pipeline

Move-out is a pipeline too.

Move-out is tracked as a separate case type — not a WhatsApp thread. The unit doesn't reset until the close-out is approved.

01

Move-out Initiated

The owner or admin initiates a move-out against a specific unit. The unit enters "move-out in progress" status — a banner appears in the admin console for that unit.

02

Admin Review

The admin reviews the move-out request. This is the checkpoint for outstanding balances, damage deposits, or compliance checks — handled in your levy system, linked from the unit record.

03

Close-out & Reset

Once approved, the unit action is closed, the resident's access is revoked, and the unit status resets to vacant — ready for the next onboarding pipeline.

POPIA

Identity captured. Encrypted. Deduplicated.

During step 1 of the application, the applicant's South African ID number is captured, encrypted with AES-256, and stored as a keyed blind index in the database. It is never stored in plaintext.

The blind index means Zyden can detect if the same person applies to multiple schemes (deduplication) without ever decrypting the SA ID for lookup. Every person in the system has exactly one identity record, regardless of how many schemes they belong to.

AES-256 field-level encryption

SA ID, name, phone — all encrypted at the column level before storage.

Blind index deduplication

HMAC-SHA256 keyed hash enables lookup without decrypting. One identity per person, globally.

Signed acceptance of complex rules

Applicant accepts during step 4. Name, IP address and timestamp logged to an immutable record.

No PII in URLs or HTML attributes

Decrypted values are never embedded in page source as onclick data or query parameters.

On the Roadmap

Automated stage reminders

Email nudges sent to applicants or owners when a pipeline stage has been idle for too long. Not yet built — on our backlog.

Register Interest

See it live on your scheme.

Book a 30-minute demo. We'll walk through the full onboarding pipeline — from invite generation to approval — in real time.

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