Goal
this article will provide a generic checklist of the actions required to setup a new community in the admin portal before inviting Residents to download and start using the App.
Community go live checklist
Go through this checklist when you have a new community or are looking to invite residents to start using the Resident App.
Assign admins to the community
To assign admins to the community you can either:
Go to Settings > Admins > edit and assign the specific admin to buildings
Go to Settings > Communities > Edit and assign admins to the specific building
Assign Workflows to the community
To assign workflows to the community go to Workflows > Options > Edit > Communities > Add community > click save
Or create the necessary workflows and assign it to the community.
Setup Community information
To assign community info to the community go to Community Info > Community Contacts, useful links or connections > Edit > Communities > Add community > click save
Or create the necessary community information and assign it to the community.
Assign Venues to the community
To assign venues for Residents to make reservations, go to Reservations > Venues > Edit > Communities > Add community > click save
Or create the necessary venues and assign it to the community.
Upload Documents to the community
Documents can be create in 2 ways
Next step
Once the community is setup, you can now start brining in residents.
Read this article on the ways residents can be added into a community.