Community Tools
Facility reservations, photo gallery, documents, file manager, custom forms, and more.
Classifieds
9 articlesClassifieds Module Overview
Overview of the Classifieds module's four tabs - Entrance, Categories, Ads, and Settings - and the three ad statuses that control resident visibility.
Browsing and Filtering Ads
Navigate the Classifieds Ads list, filter by category or status, and read each ad's key details including publisher, date, and status.
Configuring Classifieds Settings
Configure Classifieds settings: posting access, allow-posting toggle, ad expiration period, intro text, and post-submission confirmation.
Creating a New Ad
Create a classified ad in the admin area with title, category, status, description, price, photos, and publisher assignment.
Editing and Deleting an Ad
How to edit an existing classified ad, change its status with optional resident notification, update photos, and permanently delete an ad.
Managing Ad Categories
How to create, edit, and delete classified ad categories and subcategories, including visibility, type, and parent category rules.
Setting Up Admin Email Notifications for New Ads
How to enable admin email notifications for new and updated classified ads, configure addresses and subject lines, and turn notifications off.
Understanding Categories and Subcategories
Understand the two-level Classifieds category structure, where ads can be posted, and how visibility settings control what residents see.
Viewing All Ads for a Specific Member
Filter the Classifieds ads list to show all ads by a specific resident by clicking their username in the Publisher column.
Documents
7 articlesOverview of the Documents Module
Introduces the Documents module, its purpose, how to navigate to it, and the three tabs: Documents, Categories, and Settings.
Adding a Document
Add a document to the library by filling in name, category, file path, visibility, access type, and publication date, then saving.
Deleting a Document
Permanently delete a document from the Documents module, or use the Off visibility setting to hide it without removing it.
Document Module Settings
Configure the Documents module title, default access level, and optional intro text shown to residents - accessible to site administrators only.
Document Visibility Options
Understand the three document visibility states - On, Off, and Hidden - and when to use each to control which members can see a document.
Editing a Document
How to find and update an existing document, with a note that visibility and access type changes take effect immediately after saving.
Managing Document Categories
How to add, edit, and delete document categories, including sort settings and the rule that a category must be empty before it can be deleted.
Event Calendar
8 articlesEvent Calendar Overview
Overview of the Event Calendar module: accessing it, using the Event List workspace, and configuring calendar behavior in Settings.
Configuring Event Calendar Settings
Configure Event Calendar settings: view access, posting permissions, resident approval workflow, homepage event count, and intro text.
Creating a New Event
Step-by-step guide to creating a calendar event, with descriptions of every form field including status, dates, and recurrence.
Editing, Duplicating, and Deleting an Event
Manage calendar events from the Event List - edit details, approve pending submissions, duplicate for recurring events, or permanently delete.
Managing Saved Event Locations
How to add, edit, hide, and delete saved event locations so members can pick venues from a dropdown when creating events.
Setting Up a Recurring Event
Configure a repeating event by setting its frequency in days, weeks, or months, and choose whether it ends on a specific date or repeats indefinitely.
Setting Up Email Notifications for New Events
Configure automatic email notifications for new calendar events, including recipient addresses, BCC, and subject line settings.
Understanding Event Status: Active, Pending, and Disabled
Understand the three event statuses - Active, Pending, and Disabled - and how to filter events by status in the admin Event List.
Facilities
7 articlesWhat is the Facility Reservation module?
The Facility Reservation module centralizes online booking of shared amenities like pools and clubhouses, replacing sign-up sheets.
Approving or declining pending reservations
Review and approve or deny facility reservation requests using the Pending Items dashboard or the Facility List status filter.
Configuring notification emails for facility reservations
Set up internal email alerts for facility reservations by configuring the To and Bcc addresses in the Facilities notification settings.
Creating a new facility
Step-by-step guide to adding a bookable facility, covering name, description, reservation rules, operating hours, and activation.
Deleting an existing facility
Permanently delete a facility from the reservation module by selecting it in the Facility List and clicking Delete on the edit screen.
Editing an existing facility
Step-by-step instructions for updating a facility's name, hours, reservation rules, or visibility in the Facilities module.
Setting reservation approval rules
Set each facility to require admin approval before a booking is confirmed, or allow instant confirmation upon submission.
FAQs
5 articlesConfiguring FAQs Module Settings
How to configure FAQs module-wide settings: the default access restriction and the optional introduction displayed at the top of the FAQ page.
FAQs Module Overview
Overview of the FAQs module - how to navigate its three tabs, organize questions into categories, and control resident access.
Managing FAQ Categories
How to create, edit, delete, and reorder FAQ categories, including visibility defaults and the restriction on deleting non-empty categories.
Managing FAQ Questions
Create, edit, delete, and drag-and-drop reorder FAQ questions, with notes on category assignment and single-category ordering rules.
Understanding Categories and Questions
Understand the two-level FAQ structure: how categories and questions relate, what each field controls, and how category visibility affects display.
File Manager
7 articlesOverview of the File Manager
Introduces the File Manager, explains the two-panel interface and the five file type tabs: Files, Images, Media, Favicon, and Secure.
Managing Files
Perform all file operations - rename, delete, copy, move, and download - using the right-click context menu in the file browser.
Resizing Images
Use the File Manager resize tool to create a smaller copy of an uploaded image at custom dimensions without changing the original.
Supported File Types and Size Limits
Lists the accepted file types for each tab - Files, Images, Media, and Secure - along with the 10 MB per-file upload limit.
The Secure Folder
The Secure folder restricts file access to logged-in members only - use it for meeting minutes, financials, and other sensitive documents.
Uploading Files
Upload files to the File Manager via drag and drop or the Upload button, with a 10 MB per-file limit and tab-based type restrictions.
Working with Folders
Create, rename, and delete folders in the File Manager - note that folders must be empty before deletion and renaming will break existing file links.
Find a Sitter
8 articlesFind a Sitter Module Overview
Overview of the Find a Sitter module: navigating to it and the three admin tabs - Sitter List, Reviews, and Settings.
Adding a Sitter Listing
Add a sitter listing on behalf of a community member by filling in services, qualifications, availability, and visibility settings.
Configuring Find a Sitter Settings and Alerts
Configure the Find a Sitter module: set access type, resident-facing text, confirmation messages, and email alert preferences.
Editing and Deleting a Sitter Listing
Edit any field on a sitter listing or permanently delete it - and note that hiding the listing is reversible while deletion is not.
Editing or Deleting a Review
Edit a sitter review's name, rating, or comments, or permanently delete inappropriate reviews from the Find a Sitter admin Reviews tab.
Understanding the Availability Calendar
Learn how to read and set the sitter availability grid, which uses a day-and-time-slot matrix to indicate when a sitter is free.
Viewing and Navigating the Sitter List
Navigate the Find a Sitter admin list, understand each column including service types and availability days, and sort the table by any field.
Viewing Resident Reviews
The Reviews tab shows all resident-submitted sitter reviews, including reviewer name, star rating, comments, and submission date.
Forms
8 articlesOverview of the Forms Module
Overview of the Forms module: create custom resident forms, understand how submissions are delivered by email, and learn the five form status states.
Adding Fields to a Form
Add and configure form fields by type, set required status and prefill options, reorder by dragging, and delete fields permanently.
Creating a Form
Walks through all form settings: name, intro, confirmation message, file attachments, access type, email recipients, start/end dates, and visibility.
Form Field Types
Describes all 11 form field types - from single-line text and drop-downs to date pickers and layout dividers - and when to use each.
Forms Module Settings
How to configure the Forms module default access level, introductory text, and public sort order. Accessible to site administrators only.
How do I create a custom form?
Step-by-step guide to creating a custom form, setting up confirmation messages, and adding field types including text, dropdowns, and date pickers.
Managing Form Categories
Add, edit, and delete form categories to organize your public forms page - categories with assigned forms must be cleared before they can be deleted.
Scheduling Forms and Managing Visibility
Manage form availability using On, Off, and Hidden visibility states plus optional start and end dates for automatic scheduling.
Forums
8 articlesForums Module Overview
Overview of the Forums module - creating and organizing forums, moderating posts, and configuring community-wide settings.
Browsing and Filtering Posts
Use the Messages tab to browse all forum posts across every forum, filter by Active, Pending, or Disabled status, and page through results.
Configuring Global Forums Settings
Configure site-wide forum defaults including access level, homepage recent posts count, intro text, and admin email notification addresses.
Configuring Per-Forum Email Notifications
Override global email notification settings for individual forums, routing alerts to different addresses depending on the forum topic.
Editing or Deleting a Post
Edit the title, body, or status of any forum post, or permanently delete a post using the Delete button in the Messages tab.
Managing Forums
Create, edit, reorder, and delete discussion forums - including access rules, visibility, message approval settings, and notification options.
Reviewing and Approving Pending Posts
How to find posts in Pending status, approve them by setting them to Active, or reject them by disabling or deleting them.
Understanding Forum Visibility and Access
Understand how Access Type, Visibility, and Message Approval settings work together to control who can see and post in each forum.
My Requests
10 articlesMy Requests Module Overview
Overview of the My Requests module's five tabs - Requests, Categories, Settings, Reports, and Export - and which admin roles can access each.
Configuring Email Notifications for Requests
How to configure New Service Request and Update Alert emails, set To/BCC addresses, and understand what the alert emails contain.
Configuring My Requests Settings
Configure My Requests settings: access type, resident-facing intro and confirmation text, and optional Priority and Due Date form fields.
Creating a New Request on Behalf of a Resident
How administrators create a service request on behalf of a resident, including all form fields and what happens after saving.
Deleting a Request
Permanently delete a service request - including all its notes, attachments, and history - using the Delete button at the bottom of the request.
Managing Request Categories
How to add, edit, hide, and delete request categories, and how to assign a category-specific notification email address.
Reports and Exporting Data
Use the Reports tab for a status summary by category, or export all service requests to a CSV file for spreadsheet analysis.
Understanding Request Statuses
Learn the three standard request statuses - New, In Progress, and Completed - and how to update or filter by status in the Requests module.
Viewing and Filtering the Requests List
Navigate the Requests list to view all service requests, understand each column, filter by type and status, sort, and open a request.
Working with a Request
View, edit, update the status of, and add notes or file attachments to an existing service request from its detail page.
Neighborhood Watch
8 articlesNeighborhood Watch Module Overview
Overview of the Neighborhood Watch module's Alerts and Settings tabs, and how the Pending, Active, and Disabled incident statuses control resident access.
Configuring Neighborhood Watch Settings
Full reference for Neighborhood Watch Settings: access type, default message state, attachments, header/footer text, and email alert configuration.
Controlling Who Can Submit Incidents
Set which residents can submit Neighborhood Watch incidents and whether submissions are published immediately or held for admin review.
Creating an Incident Alert
Step-by-step guide to creating a Neighborhood Watch incident alert, including all form fields, attachment options, and how to send an email notification.
Editing and Deleting an Incident
Edit or delete a Neighborhood Watch incident and optionally send an email alert to subscribed members when activating a pending record.
How Email Alerts Are Sent to Members
Learn who receives Neighborhood Watch email alerts, what the notification contains, and the conditions that must be met to trigger a send.
Understanding Incident Statuses: Pending, Active, and Disabled
Understand the three Neighborhood Watch incident statuses - Pending, Active, and Disabled - and how each affects resident visibility and alerts.
Viewing and Filtering the Incidents List
Browse and filter the Neighborhood Watch incidents list by status, understand each column, and adjust results per page.
News Ticker
4 articlesNews Ticker Module Overview
Overview of the News Ticker module's two tabs - News List and Settings - and how the scrolling strip of items appears to residents.
Adding, Editing, and Deleting News Items
Add, edit, or delete news ticker items from the News List tab, with guidance on visibility settings and permanent deletion.
Configuring the Ticker Speed
How to set the ticker speed (1 - 10 seconds per item) from the News Ticker Settings tab, with guidance on choosing an appropriate interval.
Reordering and Showing or Hiding News Items
Reorder news ticker items by dragging them in the admin list, and show or hide individual items using the Visibility setting without deleting them.
Photo Gallery
3 articlesAllowing photo uploads by residents
Configure resident photo uploads per album, set approval requirements, and enable email notifications through the Photo Gallery module settings.
How do I change my album cover?
Learn how to set a new album cover photo in the Photo Gallery module using the admin area - no save required after selecting.
Why is my photo album showing "Image not available"?
Fix the "Image not available" error in your Photo Gallery, which appears when an album is empty or its cover image has been deleted.
Polls
5 articlesPolls Module Overview
Overview of the Polls module: navigating to it, what the poll list displays, and the actions available from the list view.
Creating a Poll
Create a poll by setting its page, type, access, visibility, and question, then adding at least one answer before saving.
Editing, Duplicating, and Deleting a Poll
Edit poll settings and answers, reset vote counts, duplicate a poll with cleared votes, or permanently delete a poll and all its vote data.
Quick Polls vs. Advanced Polls
Understand the difference between Quick polls (vote totals only) and Advanced polls (per-member records), and when to use each type.
Viewing Poll Results
View poll vote totals, per-answer percentages, and - for Advanced polls - a record of each individual vote linked to the member who cast it.
Recommendations
9 articlesRecommendations Module Overview
Overview of the Recommendations module: its four admin tabs, how to manage the business directory, and the location requirement for resident lookups.
Adding a Business to the Directory
Add a business listing to the Recommendations directory from the category view or Businesses tab, with optional contact info, photo, and status.
Browsing and Filtering the Business List
Use the Businesses tab to browse all directory listings, filter by category and approval status, and control pagination.
Configuring Recommendations Settings
Configure the Recommendations module: set access type, control business and review approval rules, and customize confirmation messages.
Editing and Deleting a Business Listing
How to edit a business listing's fields and status, replace or remove a photo, and permanently delete a listing along with all its reviews.
Managing Business Categories
Create, edit, and delete business directory categories in the Recommendations module, with notes on visibility and safe deletion.
Managing Reviews
How to browse, filter, edit, moderate, and delete reviews in the Recommendations module, including how status change emails are sent to residents.
Setting Up Admin Email Alerts
Enable and configure admin email alerts for business and review submissions in the Recommendations module, including recipient and subject line settings.
Understanding Business Status: Approved, Pending, and Disabled
Understand the Approved, Pending, and Disabled statuses for business listings and reviews, how each affects visibility, and how to change a status.
Violations
2 articlesSetting up violation categories
Create the violation categories and subcategories required by the Violations module before you begin recording community compliance issues.
Viewing, creating, and updating violations
View, create, or update resident violations from the admin Violations module or directly from an individual resident profile.