What it's forResidents get the right portal access for their lot (owners see levies and votes; tenants see requests and bookings), and access ends automatically when they move out.
Who it's forStrata managers, building managers and front desk.
Before you start
- The firm's resident portal is turned on (Settings › Portal).
Step by step
- Step 1: Fill the registerStrata & committee › Residents › Add from strata roll creates a record for every owner and tenant on the roll who doesn't have one. Or press Add resident: Lot, Name, Type (Owner, Tenant, Occupant, Managing agent), Email, Mobile, Moved in, Moves out, contact preferences and Notes.
- Step 2: Invite to the portalTick Email them a portal invite now when adding, or press Invite to portal on the resident. They get “Your {firm} resident portal” with a link that works once and lasts 14 days. After that they sign in at /portal/login with their email.
- Step 3: Check their statusChips show Portal: invited, Portal: signed in, Portal off or No portal. Resend invite if they lost it; Turn off portal signs them out at once.
- Step 4: Pets, vehicles, keysOpen a resident to add Pets, Vehicles (e.g. ABC123 – white Mazda 3, bay 14), Keys and fobs and Documents.
- Step 5: Move-outsPick a date and press Move out. Today or earlier archives them now; a future date ends access that day automatically.
- Step 6: Approve community postsPosts to approve lists noticeboard posts and marketplace listings from residents. Approve, Don't approve (with an optional reason) or Take down later.
- Step 7: Around meAdd local places (doctors, hardware, takeaway) for the portal's Around me list.
Common problems
There's no Invite to portal button.
The resident has no email address, or has moved out.
The invite email didn't send.
A toast shows the link to send yourself; ask an administrator to check Settings › Email connection.
Previous and next follow the Strata & committee section.