When editing any content on the website, please follow the instructions below. If you are adding a new resident, you must complete the steps in this order:
- Add the user account.
- Add the resident directory listing(s). Multiple residents can be combined in 1 listing or have individual listings. If they only have 1 email address, then you can have 1 combined listing. If they want 2 email addresses listed, then 2 separate listings are needed.
- Update the existing unit with the new resident’s primary and secondary contact for the Who Lives There Map.
Repair Requests
In this section, you will be able add and edit repair requests as well as run the report for board meetings. This is an board member and administrator function.
Calendar
In this section, you will be able add, edit, and delete events and RSVPs. This is an board member and administrator function.
Uploading Documents
In this section, you will be able to upload documents to different categories on the site. This is an board member and administrator function.
User Management
In this section, you will be able to add, edit, delete residents and board members. This is an administrator function only.
Resident Directory
In this section, you will be able to add, edit, delete resident’s listings in the resident directory. This is an administrator function only.
Who Lives There Map
In this section, you will be able to edit the primary and secondary contacts for each unit. Do not add new or delete any units. This is an administrator function only.
Surveys
In this section, you will be able create, duplicate, edit, and delete surveys and view results. This is an administrator function only.
Need more help? Contact Courtland’s help desk at support@courtlandconsulting.com
