Portal/App Setup

Make changes to your Member Portal/App setup so its button-driven, streamlined interface includes only the feature buttons you want it to present. Rename and reorganize the buttons, add headlines and introductory page descriptions for the content each one brings up, and hide any buttons that you do not wish to display. Note that the changes you make to the Member Portal/App setup also apply to the Member Dashboard (“My Dashboard”). However, note further that these changes do not apply to the Admin Dashboard.

Member Portal/App feature roster

The Plan Package to which you subscribe determines which features you see on the Member Portal by default. *Premium Plan Package only

  • Directory: Access to the Member Directory, to which individual residents can share some or all of their contact information once they sign up for website membership.
  • *Amenities: Reservations for community amenities for personal, family, or group events.
  • *Violations: Reports of situations that fail to abide by community covenants.
  • *Ticketing: Requests, clarifications, revisions, and management of property-modification plans.
  • Forms: Access to and completion of custom forms to provide information.
  • Calendar: Information about community events, and registration for full-scale events that require it. (*Events are a Premium Plan Package feature.)
  • *Committees: Review of committee focus and activities, and signups for membership on committees that accept applications.
  • Voting: Participation in community surveys and polls, including board elections.
  • Newsfeed: Access to read, post, like, and comment on community bulletins. (Can be set up so only designated individuals and/or Admins can contribute.)
  • Payments: Secure, convention online remittance of dues and assessments.
  • Documents: Access to preview, read, and download community documents. (File access can be limited to designated individuals and/or Admins.)

Member Portal/App setup

  1. Click on the “Manage Site” tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the “Portal/App Setup” tab.
  3. In the “MEMBER PORTAL SETTINGS” window that opens, click in the text box below the page heading and enter welcome text. This message will appear on the Member Portal when your members load this feature. Note that if you do not enter a custom message or delete the default text, the default text (“Please enter your welcome text”) will appear.
  4. To change the order in which the Member Portal feature buttons (and Member Dashboard cards) appear, drag an individual feature row up or down. The top-to-bottom order of the feature rows equals the left-to-right order of the Member Portal buttons and the equivalent order of the Member Dashboard cards.
  5. To deactivate a feature from the Member Portal and the Member Dashboard, locate it in the list of “ACTIVE PAGES” that appears directly below the Welcome Text. Click on the “Visible” icon (eyeball) to deactivate the feature. It immediately moves to the “INACTIVE PAGES” list at the bottom of the window.
  6. To reactivate a feature on the Member Portal and the Member Dashboard, locate it in the list of “INACTIVE PAGES” that appears directly below the list of “ACTIVE PAGES.” Click on the “Hidden” icon (eyeball with a diagonal line through it) to reactivate the feature. It immediately moves to the bottom of the “ACTIVE PAGES” list at the top of the window.
  7. To add optional descriptions of each Member Portal feature so they appear on the pages that open from the Member Portal Buttons, click on the “Content” icon (page) to open the “DIRECTORY CONTENT” window. Note that these optional pieces of descriptive text will appear only on the pages you open from the Member Portal, not on the Member Dashboard.
    • In the “DIRECTORY CONTENT” window, activate the “Show page headline (optional)” checkbox to reveal the “Title” box. Enter up to 25 characters in this box to create a headline for the Member Portal feature page.
    • In the “DIRECTORY CONTENT” window, activate the “Show page description (optional)” checkbox to reveal the “Description” box. Enter up to 250 characters in this box to create a description of the Member Portal feature page.
  8. When you are happy with your changes, click on the “Save & Publish” button at the top right of the window. Otherwise, your changes will not be preserved.