Goal
We're going to show you how to add and amend community contacts. These are a great way to provide your community residents with phone numbers, emails and other details for the various people and teams they may need to get in touch with.
Before you get started
You will need to have the correct permissions set in order to edit community contacts. To check this, navigate to:
Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select Roles & Permissions ➡️ Scroll down to access detail ➡️ Expand Community information and ensure that Site contacts has full access selected.
Adding a community contact
Step 1 - Let's begin
Login to the admin console and navigate to community info ➡️ community contacts. Here you will be presented with two tabs, one for active contacts and another for archived ones.
Each tab has a community filter, which is handy to see which contacts belong to which communities. Beneath this the contacts will appear as cards with:
A profile picture
Their first and last name
Description
Position (that is, position title)
Contact number
Email
In addition to the above fields each contact card also has two buttons, one to archive it and the other to edit it.
Step 2 - Adding a community contact
Click on the add contact button in the top right corner to begin adding a community contact. You will need to enter in the following (and asterisks denotes a mandatory field):
Name*: The name of the contact eg, Bob Smith
Description: An introduction to the person or clarification for what to contact them
Position*: Their job title or position within the team
Email: The best email address for the contact
Phone Number: The best phone number for the contact
URL: If there is a website URL enter it here
Target Communities*: Here is where you select which communities to show the community contact in
You cannot change this one the community contact has been saved. If you make a mistake you will have to archive the contact and start again.
Upload Profile Image: Having a profile picture is an encouraging way to have residents contact the person
Additional Files: Any additional files can be uploaded here
Once completed, click save. You will be taken back to the main-page and the new community contact will appear as a card in the list.
Editing a community contact
As mentioned above, each community contact card has an edit button, which allows you to update their details. Click on the edit button to see the information and change it.
The only field which cannot be changed is the target communities.
Set order
On the community contact main page, to the left of the add contact button there is a set order button. This will allow you to click and drag the order which contacts should appear in. This will set the order in the admin console and the resident app/portal.