Initial Setup

after logging in the first time, select "Settings" from the popup menu in the upper right, change your username and/or password and click "save".

for a new site the following steps need to be completed to make the site ready for general use.

  • create accounts for people so they can log in to the site
  • create homes
  • create families/households and link people and homes to them
  • create groups for your community's teams and committees

create people

the people list contains everyone who can log into the site. only users with the "people" role can edit the people list

  1. select "Edit People" from the popup menu in the upper right
  2. click the "add" button at the top of the people list
  3. enter the person's name and other info if you have it
  4. make up and enter a simple username and password that you can give to the person. they can change their username and/or password after they log in to the site
  5. add any roles that you want to assign to the person
  6. click "add" in the bottom right of the form
  7. repeat steps 2-7 for the remaining people

create homes

the homes list contains each of the physical homes in the community. only users with the "people" role can edit the homes list

  1. select "Edit People" from the popup menu in the upper right
  2. click the "add" button at the top of the homes list
  3. enter the "number" for the house. this can be an address number of any other text that represents an individual home.
  4. optionally set a unit for the home (edit the unit list using the "edit" link to the right of the popup). The unit is used to determine HOA dues amounts.
  5. skip the "pays hoa" and "pays water" for now. later these can be set to a particular family/household if your site uses the accounting system.

create families/households

the families/households list contains each "family" in the community and also represents an HOA account. only users with the "people" role can edit the families/households list

  1. select "Edit People" from the popup menu in the upper right
  2. click the "add" button at the top of the families/households list
  3. enter the name for the family/household
  4. select the person who will be the primary contact for the family/household
  5. select the home number associated with the family/household (from the homes list entered above)
  6. if people in this family/household can sign up for meals on the common meal calendar, check the "cm account active" box
  7. for each person who belongs to this family/household, click "add link", select the person from the popup and click "add"

create groups

only people with the "groups" role can edit the groups list

  1. select "Edit Groups" from the popup menu in the upper right
  2. click the "add" button at the top of the groups list
  3. enter a name for the group , modify the checkboxes as needed and click "add"

configure login page

the login page can be configured by someone with the "admin" role

  1. select "Edit Site" from the popup menu in the upper right
  2. click "Login Page" on the left
  3. uncheck any items that you don't want on the login page
  4. click "save"