Community Users – Complete Usage Guideline

Community Users are accounts created to access or manage community services. This includes non-residents such as staff, guards, volunteers, or administrators. Residents are also first created as Community Users, but their detailed personal and housing information is managed separately under Resident Profiles. To create or manage a resident’s profile, please use the Residents module. This guide explains how to add, update, and delete community users step by step.

Adding a Community User

Step 1: Navigate to the Community Users Section

From the dashboard menu, click on the "Community Users" option to open the user management page.

Step 2: Click on "+ Add Community User"

On the top left corner, click the "+ Add Community User" button to open the form.

Step 3: Fill Out the User Information

Enter all required fields for the new community user.

Step 4: Submit the Form

Click on the "Create User" button to add the new user to the community.

Updating a Community User

Step 1: Open the Community Users Page

From the dashboard, navigate to the "Community Users" section where all registered users are listed.

Step 2: Select the User to Update

Locate the user and click on the "Edit" icon to open the update form.

Step 3: Modify User Information

Update fields as needed.

Step 4: Save Updated Information

Click the "Update User" button to save all changes successfully.

Deleting a Community User

Step 1: Go to the Community Users List

Navigate to the "Community Users" page to view all users.

Step 2: Select the User to Delete

Use the search bar or scroll through the list to find the user you want to remove.

Step 3: Click the Delete Icon

Click on the delete icon next to the user record to initiate the deletion process.

Step 4: Confirm Deletion

A confirmation popup will appear. Click "Confirm" to permanently delete the user from the system.