Manage community settings and resources

Platform: ResiCRM · For: Executive Director, Regional Sales Director, Organization Admin

Communities holds each community's sales settings. Resources holds shared documents, links and contacts.

Update community settings

Executive Directors can edit their own communities. Regional Sales Directors and Organization Admins can edit all of them.

1. Go to Communities and open a community.
2. Open the Settings tab.
3. Update Pricing, Care levels & units and Qualification rules.
4. Choose Save community.
5. Under Care tiers, choose Add care tier to define levels and fees.

The Starting monthly rate ($) fills in the base rate in the calculator. Qualification rules set the thresholds used for scoring. Care tier fees are reference pricing, not quotes.

The Overview tab shows totals. The Team tab is read-only. Choose Edit details in ResiOnboarding for other details.

Add a resource

Executive Directors and Organization Admins can do this.

1. Go to Resources and choose New resource.
2. Pick the community and choose Document, Link or Contact.
3. Add a file, a Link URL or contact details. Files can be up to 20 MB.
4. Enter the Title and Category.
5. Choose Publish resource.

Good to know

• Everyone can browse Resources by category or search it.
• Archive a resource to hide it. You can restore it later.
• Resources stay private to the community.

If something goes wrong

Use Help & support at the bottom of the left menu, or email support@resionboarding.com. Support hours are weekdays, 8 AM to 6 PM Mountain. Critical issues get a reply within 2 business hours. General questions get a reply by the next business day.