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.
Before we begin
Ensure the Community exists in your account
If your account is connected to Stratamax or PropertyIQ, the system will automatically create the community for you when the community is active in Stratamax or PIQ. This is important as it will then pick up the Residents in the community.
If you don't have API connected, go to settings > Communities and add the community manually
Checklist
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.