Initial Setup & Publishing
For AdminsConfigure your community site, preview it, and publish it for your residents.
Last updated: 2/10/2026
Before your community portal goes live, you'll configure the essential settings, add your content, and preview everything. This page covers the full setup-to-publish workflow.
Site Modes
Your portal has two modes:
| Mode | Description |
|---|---|
| Coming Soon | Default mode for new sites. Only admins can view the full portal. Visitors see a "coming soon" page. |
| Published | Your portal is live and accessible to all invited members. |
You can switch between modes at any time from Admin > Settings > Site Settings.
Pre-Launch Checklist
Before publishing, make sure you've completed these essentials:
Required
- Community name is set correctly
- At least one admin user exists
- Contact information is configured (email, phone, address)
Recommended
- Logo and favicon uploaded (Branding)
- Homepage hero section configured (Homepage)
- At least one document category created with documents uploaded
- Board positions and members configured (Board Management)
- User accounts created for your residents (User Management)
- SEO settings configured (SEO)
Publishing Your Site
Review your site
Navigate through your portal as a regular user would. Check that your homepage looks correct, documents are accessible, and board information is up to date.
Switch to Published mode
Go to Admin > Settings > Site Settings. Change the site mode from Coming Soon to Published. Save your changes.
Send invitations
If you haven't already, send email invitations to your residents so they can create their accounts and access the portal. See Invitations & Onboarding for details.
Post-Launch Tasks
After publishing, keep your portal active:
- Add content regularly — Post community news, events, and notices to keep residents engaged
- Monitor user signups — Track who has accepted their invitation in the user management section
- Update documents — Keep your document library current as new minutes, reports, and policies are created
Unpublishing Your Site
If you need to take your site offline temporarily, switch back to Coming Soon mode. Existing users will see the coming soon page until you republish. No data is lost.
Users can't access content in Coming Soon mode
When you switch to Coming Soon mode, all non-admin users will be unable to access portal content. Only users with admin roles can view the full site.
Next Steps
- Site Branding & Assets — Upload your logo and configure visual identity
- Homepage Configuration — Set up your homepage content
- Site Settings & Contact Info — Configure contact details and office hours