Goal
This help guide will demonstrate the steps of founding, viewing and editing communities. This includes imported communities. We will cover:
Where to find your list of communities
Founding a new community
Editing existing community information
Before you get started
You will need to have the correct permissions set in order to access workflow templates. To check this, navigate to:
Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select roles & permissions ➡️ Scroll down to access detail ➡️ Expand account and ensure that communities have full access selected.
Managing communities
Let's begin
Login to the admin dashboard and click on settings, then click communities. From here you can see and manage your communities.
Viewing communities
The dashboard here shows all communities within your account. The communities are separated into two view, active communities and archived communities. To archive a community, click on the ellipsis and select archive. This can be done for manually created communities and imported ones too.
If the community is archived in your accounting software, it will not automatically archive in Resvu - this always needs to be done manually.
The columns shown on the dashboard highlight the key information for each community. They are:
Name: this is the name of the community.
Scheme/CTS: the unique identifier assigned to each strata scheme. This is called community title scheme in QLD.
Address: the physical address of the community.
Community code: the unique Resvu code for residents to self-register.
Division: the internal unit/branch grouping of communities.
Community contacts: the total number of community contacts within this community.
There is an additional column called ID which is the unique Resvu identifier for the community. This is hidden by default.
Founding a new community
To manually found a new community, click the new community button in the top-right hand corner of the screen.
You will be asked to fill out the details for this new community including (* indicates a mandatory field):
Community name*
Scheme/CTS*
Number of lots*
Community code*
Building image
Address*
Time-zone*
Once completed, you can click save in the top-right hand corner to found the community.
Editing an existing community
On the community dashboard page, you can select the eye icon in any existing community row to view the information for that particular community. However, this also provides you with an edit button in the top-right hand corner of the screen so you can change any community information.
Archiving a community
As mentioned, from the community dashboard page there is an ellipsis button on each row of the community dashboard which allows you to archive a community. This will then prevent that community from appearing in any admin portal community filter, and it will prevent residents from logging into that community from the resident app or portal.
