Quick Start for Admins
For AdminsA 5-step launch checklist to get your community portal up and running.
Last updated: 2/10/2026
This guide walks you through the essential steps to launch your community's portal. Follow this checklist to go from a blank site to a fully operational community platform.
Launch Checklist
Configure your site
Start by setting up the basics: your community name, contact information, and branding. Upload your logo, set your colors, and configure your homepage content.
Key pages:
- Site Branding & Assets — Logo, favicon, and images
- Homepage Configuration — Hero section and community info
- Site Settings & Contact Info — Name, address, and office hours
Upload your documents
Build your document library with the files your residents need: governing documents, bylaws, meeting minutes, financial reports, and community guidelines. Organize them into categories and folders for easy browsing.
Key pages:
- Document Management — Uploading and organizing files
- Categories & Folders — Setting up your folder structure
- Visibility & Permissions — Controlling who sees what
Create your users
Add your community members. You can create users individually or import them in bulk from a CSV file. Each user gets an email address, name, and role assignment.
Key pages:
- User Management — Adding and managing members
- Roles & Permissions — Understanding the role system
Send invitations
Once your users are created, send them email invitations to join the portal. You can send invitations individually or in bulk. Residents will receive an email with a link to create their account.
Key pages:
- Invitations & Onboarding — Sending and tracking invitations
Publish your site
When everything looks good, publish your site to make it live. Before publishing, run through the pre-launch checklist to make sure nothing is missing.
Key pages:
- Initial Setup & Publishing — Publishing workflow and checklist
- SEO & Search Settings — Search engine configuration
After Launch
Once your site is live, you'll want to keep it active with fresh content:
- Post community news — Share updates, announcements, and articles via Posts & News
- Create events — Add upcoming meetings, social gatherings, and deadlines via Events
- Send notices — Publish official notices and important announcements via Notices & Announcements
- Set up governance — Configure your board positions and committees via Board Management
Tips for Success
Start simple
You don't need everything perfect before publishing. Start with your most important documents and basic site configuration, then build out content over time.
Preview before publishing
Your site starts in "Coming Soon" mode. You can configure everything and preview it before making it public. Take your time to get the basics right.
Next Steps
- Initial Setup & Publishing — Deep dive into the setup process
- Content Browser — Overview of all content management tools
- Board Management — Setting up your governance structure