Goal
This article will guide you through how to share a resident request with committee members through the admin portal.
Before you get started
You will need to have the correct permissions to share a committee. To check this, navigate to:
Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select Roles & Permissions ➡️ Scroll down to Access Detail ➡️ Expand Workflows and ensure that Workflows have Full Access selected.
If you need to edit the Workflow settings, you will need to have the correct permissions. To check this, navigate to:
Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select Roles & Permissions ➡️ Scroll down to Access Detail ➡️ Expand Workflows and ensure that Templates have Full Access selected.
Share a resident request with the committee
Step 1 - Ensure the workflow template settings are on
Go to Workflows in the admin portal.
Select the relevant workflow template and click View.
Navigate to Advanced Settings.
Ensure the toggle “Submissions related to this form will be visible for committee members via the resident app and portal” is set to Yes, then save the workflow template.
Step 2 - Locate and open the resident request
Go to the Dashboard.
Find the specific request you want to share.
Click to open the request.
Step 3 - Share the request with committee members
Click the Share button.
Use the audience selector, which will display only committee groups and individual committee members.
Choose the appropriate committee members
Once you’ve selected the committee members, click Save.
The request will now be visible to them in the Committee Hub section of the Resident Portal.
