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How to create and manage community member groups

This article shows how you can add residents to a resident group

Updated this week

Before you get started

You will need to have the correct permissions set in order to access resident groups. To check this, navigate to:

Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select Roles & Permissions ➡️ Scroll down to Residents➡️ Expand Residents and ensure that Groups has Full Access selected.

Creating resident groups

To create a Resident group, login to the Admin portal and select Residents feature on the menu, then select groups.

Then click "Create Group" in the top right of the screen

Enter in the details of the group and the community it is associated with and click create resident group.

Assigning residents to resident groups

To assign a resident to a resident group, login to the Admin portal and select Residents feature on the menu, then select groups.

Click the 3 dots on the right and select "Add Members to Group"

Select the resident you want to add to the group and click add member

The resident is now added to the group.

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