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 main menu on the left of the screen, 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:
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.
Step 5:
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 6:
Fill out the required fields (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 5 and 6 to add additional contacts.
Step 7:
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.
Step 8:
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 9:
Fill out the required fields, this document will 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 8 and 9 to add additional documents.
Step 10:
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.
Step 11:
Click the “+Add new facility” button next to the Facilities heading.
Step 12:
Fill out the required fields and click the blue create button at the bottom right of the screen. Repeat steps 11 and 12 to add additional facilities.
Step 13:
You’re all done! 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 and on the Lite package. It won’t be available on Free Packages