FAQ

Welcome Administrator

The following help content will provide information on how to manage your account and interact with your scheme

All
Tasks
Properties
Users
Newsletters
Scheme
Registered Owners
Why can I not open documents attached to a TASK I created?
Make sure that your browser doesn’t have any pop-up blockers that are preventing the file from opening or being downloaded.
How to add a property to my Scheme?
One the Dashboard page, click on the left on the plus mark next to Properties, or alternatively click on the Add Property button at the bottom of the dashboard page. Continue by adding the property (unit) details and clicking “add property”. After completion you will be given the option to create a new additional property, link a user, add a registered owner to the property, or return to the dashboard. You can also make use of the options and sub-menu’s on the blue menu bar on the left side of the page.
How to add a property to my Scheme?
One the Dashboard page, click on the left on the plus mark next to Properties, or alternatively click on the Add Property button at the bottom of the dashboard page. Continue by adding the property (unit) details and clicking “add property”. After completion you will be given the option to create a new additional property, link a user, add a registered owner to the property, or return to the dashboard. You can also make use of the options and sub-menu’s on the blue menu bar on the left side of the page.
How do I link a user to a property?
On the Property List page, click on the property number. At the top right click on the plus sign to either add an existing user or invite a new person. Remember to click update before moving away from this page!
What is a Primary Contact?
A Primary Contact (usually the owner) is the most important (and first) contact person for a specific property.
Can I link more than one Primary/Alternate Contact to a Property?
No, a property can only ever have one Primary and one Alternate Contact.
Why can’t I add a user as Primary/Alternate Contact
Make sure that this is the only Primary or Alternate Contact for this property. Also confirm (by using the drop-down menu) if the user is an occupant of the unit or not. You need to always specify if a Primary or Alternate contact is an occupant or not.
How to add a user to my Scheme?
One the Dashboard page, click on the left on the plus mark next to Users, or alternatively click on the Add Users button at the bottom of the dashboard page. Continue by adding the user (person) details and clicking “add user”. After completion you will be given the option to create a new additional user, link the user to a property, add a user account, or return to the dashboard. You can also make use of the options and sub-menu’s on the blue menu bar on the left side of the page.
How do I link a user to a property?
On the User List page, click on the user name. At the top right click on the plus sign to link this user to an existing property. Remember to click ADD PROPERTY before moving away from this page! You will also have to select the User Type before you can link the user and the property.
How do I update a User’s details?
On the left menu bar select Users. Click on the User Name. You can now update any of the User’s details. Remember to click UPDATE before moving away from the page!
How do I write a newsletter?
In the left menu bar select Communication. The Newsletter function is basically divided into three sections. The IN PROGRESS section is where you are busy writing your current newsletter. The LAYOUT is where you make changes to things like the Header and Footer of your newsletter. You can see the changes you make on the right hand side block. The third section is the preview block that shows you how your current newsletter will look before you send it out.
How do I use the IN PROGRESS section?
IN PROGRESS is where you write your current edition of the newsletter. This will be blank everytime you start a new newsletter. Simply type a short heading and paragraph as an introduction. You might choose to simply call it “Newsletter August 2018” or even “What’s happening in our Community”. The second half of IN PROGRESS section deals with Articles. Articles will make up the body of your newsletter and you can add as many as you wish. Click on the green plus sign to add an article.
Articles explained
Add an article to your newsletter by clicking on the green plus sign. Choose a heading for your article and add the text of your article to the block below. You can also add an image to your article by clicking on the grey block, selecting a stock image or uploading your own. NOTE: you don’t have to add an image or heading to your article if you don’t want to.
Buttons – a button allows you to add a quick link to your article. For example: if you want to write an article about municipal bylaws, then you can give the button a name “municipal website”, and in the Button Link field you can copy and paste the website address of the municipality’s website. Members of your scheme can now read your article and click on the button to be taken directly to the website. If you don’t want a button in your article, simply leave the Button fields empty. Remember to click Save at the bottom of the article to make sure you don’t lose your work before you are finished!
LAYOUT explained
The layout section will allow you to change the details of your newsletter’s header, footer and colour scheme (colour palette). You can see the changes you make live on the right-hand side in the preview section. Any changes you make will remain here for your next newsletters, but if you feel you would like to go back to the default view, simply click on the Reset Layout button at the bottom right.
Newsletter Preview explained.
The newsletter preview allows you to see how your current newsletter will look like. You can also save your progress by clicking the Save button or send yourself a test by clicking the Send Test button. When you are finished and 100% happy with your newsletter, send it to all owners by clicking the Send button. Remember that Newsletter will always go out to ALL users in the scheme.
How do I change my Scheme’s details?
At the top of your dashboard page, click on your scheme name, on the sub menu click on Edit Scheme Details. This will open your scheme details page where you can update all the information of your scheme. The Scheme Website tab will also allow you to change the information and pictures on your scheme’s website.
What are registered owners?
The registered owners section (under the properties tab) is where you capture the person or company that is the legal owner of a property. Important – when you capture a registered owner it does not create a user.
Where do I find the registered owners page?
In the left menu bar, click on Properties. Move your mouse over the Registered Owners sub menu and click on List All Registered Owners.
How do I link a registered owner to a property?
On the registered owners page, click on the name of the owner. When the owner’s profile opens, on the top right click on the plus sign, select a property from the drop down and click add.