Goal
This guide will walk you through the 3 ways users and can be added into a community.
Adding users via PIQ & Stratamax API
Adding users manually
Users self registering
Before you get started
For adding users via PIQ & Stratamax API, ensure the correct settings are toggled. To check this, navigate to:
Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select roles & permissions ➡️ Scroll down to access detail ➡️ Expand account and ensure that integrations have full access selected.
For Adding users manually and users self registering, ensure the correct settings are toggled. To check this, navigate to:
Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select roles & permissions ➡️ Scroll down to residents ➡️ Expand residents and ensure that residents have full access selected.
Adding users via PIQ & Stratamax API
For adding users via the API, please go to the following article.
Adding users manually
Step 1 - Let's begin
Login to the admin portal and select Residents, Users, then click "Add new user"
Step 2 - Enter the user information
Then enter in the mandatory field information.
First Name
Last Name
Email
Community
Step 3 - Enter the lot information
Then click Lot information.
Then add at least 1 lot
Then enter in the mandatory field information.
Owner Occupier/Investor
User type
Lot Number
Unit Number
Tenant
User type
Lot number
Unit number
Move in Date
Move out Date
Property manager details
Name
Phone
Email
Contact name
Step 4 - Save the user
Once all the information has been entered, click the save button, the user will then receive an automatic welcome email which will allow them to set the password and login to the system.
The user will also appear in the Resident table
Users self registering
Step 1 - Let's begin
For users to self register they require access to the resident portal and the community code of the building.
To find the community code go to Settings > Communities
Community codes can be edited by clicking the 3 dots
Step 2 - User self registers
A resident can self register by going to the resident portal and clicking register.
Then entering in the community code
If it is a legitimate code it will display the following allowing them to click next
Step 3 - Admin approves or denies the user access to the system
Once they fill out all the information they will be sent to Pending in the Admin portal > Residents >Users > Pending
Press the view button to review the information
Then click deny or approve the account
Note: you can edit any incorrect information by scrolling down and pressing the edit button.
What does the user status mean?
Live
The user has set the password and can login to the app
Pending Activation
The user has been sent the welcome email but has not set their password.
The activation link lasts for 7 days
Activation Expired
The user was sent the welcome email but did not set their password within the 7 day period