The following steps will help you with getting started with setting up your new Resident Portal:
Step 1:
Log into Resident Portal with your Username and Password.
Step 2:
You’ll notice the two main menu’s on the left of the screen, the Resident menu, and below it, the Manage Portal menu. Click on Portals Settings under the Manage Portal menu.
Step 3:
Fill out the fields on the page. After “Theme colour”, the next field will allow you to plot your estate using Google Maps. This map location will appear on your portal’s landing page (the first page you get to when you type in your portals address). Once you’ve filled out all the fields, click the orange “Portal Not Enabled” to enable it, then click the blue save button at the bottom right of the screen.
Step 4:
Copy your portals web address link, where it says “Your website”, and email this link to all your residents to have them sign up to the Portal.
Step 5:
Next, we will add contacts to the landing page. Click on the Contacts link under the Manage Portal menu on the left of the screen (N.B. you will not be able to create a contact if you click on the Contacts link under the Resident menu).
Step 6:
Click the “+Add new contact” button next to the Contacts heading. (You may wish to put contact details of the local police, fire station, hospital, caretaker etc.)
Step 7:
Fill out the required fields and check the last check box if you wish this contact to appear on the landing page (N.B. This will make this contact’s name and number publicly visible). Once you’ve filled out all the fields, click the blue create button at the bottom right of the screen. Repeat steps 6 and 7 to add additional contacts.
Step 8:
Next, we will add documents to the landing page. Click on the Documents link under the Manage Portal menu on the left of the screen (N.B. you will not be able to upload a document if you click on the Documents link under the Resident menu).
Step 9:
Click the “+Add new document” button next to the Documents heading. (You may wish to upload public documents such as moving in/out forms, rules and regulations, newsletters etc.)
Step 10:
Fill out the required fields and check the last check box if you wish this document to appear on the landing page (N.B. This will make this document publicly available). Once you’ve filled out all the fields, click the blue create button at the bottom right of the screen. Repeat steps 9 and 10 to add additional documents.
Step 11:
Next, we will add facilities to the landing page. Click on the Facilities link under the Manage Portal menu on the left of the screen (N.B. you will not be able to add a facility if you click on the facilities link under the Resident menu).
Step 12:
Click the “+Add new facility” button next to the Facilities heading. (You may wish to make the facility bookable, like a club house or a pool. Additionally you may prefer the additional control of bookings requiring approval)
Step 13:
Fill out the required fields and click the blue create button at the bottom right of the screen.Once you’ve filled out all the fields, click the blue create button at the bottom right of the screen. Repeat steps 12 and 13 to add additional facilities.
Step 14:
Once residents have signed up to the portal, you will have to approve them to allow them to gain access. Click on the Pending Registrations link under the Manage Portal menu. (N.B. When approving residents, be sure to pay special attention to the type of account they are applying for as Managing agents and trustee’s will have access to the Manage Portal menu and all the admin rights you have).
Step 15:
You’re all done! You can now click on Contacts/Documents/Facilities under the Resident menu to view what residents will see when they log in. Additionally you can log off by clicking on your email address at the top right of the screen, then clicking on the red “Log Off” button to view your landing page (this is what will be viewable to the public).
Availability:
This functionality is available during the trial period and on the Standard package. It won’t be available for Free and Lite Packages