How It Works

A practical workflow for launching and running a resident portal for condo communities and associations — from initial setup through daily resident communication and manager oversight.

Step 1

Set up your community

Create the community workspace, configure modules, users, roles, documents, amenities, request types, and communication settings.

Step 2

Invite residents and staff

Owners, tenants, board members, managers, and staff receive access based on their role.

Step 3

Publish information and collect requests

Send announcements, upload documents, open service requests, publish surveys, manage bookings, and receive resident submissions.

Step 4

Track activity

Managers can view engagement, request status, bookings, orders, approvals, and resident activity from one dashboard.