Finish first-time setup

Platform: ResiOnboarding · For: Executive Director, Regional Directors, Owners

If you are asked to set up your account after signing in, you will see a short guided setup with five steps.

Before you start

Have your community address, state and time zone ready.

1. On Your Role, choose Regional Director / Portfolio Owner or Executive Director (Single Community). Select Continue.
2. On Your Profile, enter your Job Title. Phone Number is optional. Select Continue.
3. On Community Setup, enter the Community Name and Community Type. Add units, capacity and a description if you like. Select Continue.
4. On Community Details, enter Street Address, City, State and Time Zone. The other fields are optional. Select Continue.
5. On Review & Finish, check your details. Use Back to fix anything.
6. Select Complete Setup. You will land on your Dashboard.

Good to know

• The time zone is suggested from the state until you choose one yourself.
• Your new community starts with the default move-in checklist. You can change it in Checklist Templates.
• Most people invited to an existing community skip this setup, because the invitation already places them in the right community with the right role.

If something goes wrong

If you are staff and setup asks for a join code, stop and ask your administrator to invite your email address from the Team page. Staff join by invitation, and a join code alone will not give you access. Then open the link in that email.