Settings

To edit general Settings for your community, please follow the steps below:

1. In the upper right, click your email address > Settings.

2. Adjust settings as needed. See table below.

3. Click Save Settings.

‍

Settings are defined below:

1. Save Conflicting Events

○ If enabled, events with conflicting times in the same location cannot be saved. If disabled, events with conflicting times in the same location can be saved.

2. Respect Trigger Location

○ If enabled, all triggers will require location to be used. If disabled, the triggers will always match, ignoring member location. Keep disabled.

3. Event Reservation Lock Out

○ If enabled, event reservations will be disabled at midnight for the following day. If disabled, event reservations can be made in the app up to 30 minutes prior to the event start time.

IMPORTANT

■ This applies to all events, including all Amenity Passes and single event listings.

4. Event Reservation Master Report

○ If Event Reservation Lock Out is enabled, the system will send the master event reservation list for the following day to any email addresses in this field. This message is sent at midnight. To include multiple addresses, separate each address with a comma.

5. New User Role

○ Specifies the User Role to be set on a new user record when the record is automatically approved based on address. See What is Resident Address - Access Auto Approval?

‍

Prior to the Resident Address - Auto Approval functionality, community admins manually verified the authenticity of access requests for new and existing residents.

With the introduction of the Resident Address Auto Approval feature, the Resident Request Form automatically standardizes addresses entered by users and matches them against a CSV file of addresses in the admin. When an address entered by a user matches one in the admin, the admin automatically approves that user and assigns them a user role.

If the address does not match, the user is assigned a user role and remains Pending.

Automatically approving users shortens the time between initial request and access into the app for verified residents.

To set up this feature, see Set Up Access Auto Approval for New Users.

New user requests can be automatically approved when they match an address from a list of known addresses. To set up this feature, please follow the steps below.

1. Prepare your CSV of addresses. The file should include:

- a. A single column of approved street addresses in your community. No city, state, or zip are needed in this file.

- b. Addresses should be listed one per row.

- c. Ensure that the first line of your file includes the word Address.

2. Load your addresses.

- a. In the upper right, click your email address > Settings.

- b. From the App Settings page, select +Import CSV File.

- c. Click Choose File to select your prepared CSV file.

- d. Click Import CSV.

3. Choose the User Role that should be set when the user is matched.

- a. Return to App Settings. Click your email address > Settings.

- b. Choose the appropriate User Role from the New User Role.

- c. Click Save Settings.

Users that request access after this update will attempt to be matched based on address. If approved, the User Role is specified and the user is confirmed. If not approved, the user remains in Pending. To manage pending users, see Approve a Pending User.

NOTE

When new addresses are available, upload a full list including all existing and new values. The upload will replace all addresses listed in the system.

‍

Signup Settings help to define the Request Sign Up page in your app.

To modify your Signup Settings, please follow the steps below:

1. In the Admin sidebar, find and select Users.

2. Click the gear icon > Signup Settings.

3. Adjust the fields as necessary.

- a. Above The Form Text: This is the text that appears above the form when users click Request Resident Access from the Guest Experience in the app.

- b. Link Text: This defines the submit button text.

- c. Link Popup Width: Keep system default.

- d. Link CSS Class: Keep system default.

- e. Link Tracking Code: Keep system default.

- f. Link HTML: This provides a code snippet that you can drop into any webpage if needed.

- g. Link Preview: Click this link to preview the page on the web version of the app.

4. Click Save Settings.

Signup Links define a helpful page that can be used to easily link to your app download URLs.

To modify your Signup Links, please follow the steps below:

1. In the Admin sidebar, find and select Users.

2. Click the gear icon > Signup Links.

3. Adjust the fields as necessary.

- a. Above The Links Text: This is the text that appears above both links on this page.

- b. Link Text: This defines the link text used in the Link HTML code snippet.

- c. Link Popup Width: Keep system default.

- d. Link CSS Class: Keep system default.

- e. Link HTML: This provides a code snippet that you can drop into any webpage if needed.

- f. Link Preview: Click this link to preview the page.

4. Click Save Link Settings.

Marketplace Signup Links help to define the page used for Marketplace sign ups in your app.

To modify your Marketplace Signup Links, please follow the steps below:

1. In the Admin sidebar, find and select Users.

2. Click the gear icon > Marketplace Signup.

3. Adjust the fields as necessary.

- a. Above The Links Text: This is the text that appears at the top of the Marketplace Sign Up page.

- b. Link Text: This defines the link text used in the Link HTML code snippet.

- c. Link Popup Width: Keep system default.

- d. Link CSS Class: Keep system default.

- e. Link HTML: This provides a code snippet that you can drop into any webpage if needed.

- f. Link Preview: Click this link to preview the page.

4. Click Save Link Settings

Mail Templates are used to adjust the default text of standard email messages sent from the system, such as reservation and waitlist notifications that are delivered via email.

To view available mail templates or change the text of any mail template, see Update Mail Templates.

To change the text body of a system email message, please follow the steps below:

1. In the upper right, click your email address > Mail Templates.

2. Find and click the applicable template.

3. Adjust text as needed.

4. Click Save.

NOTE

Subject lines of each mail template cannot be modified.