Manager
Find your way around
For whom and what you need
For every Manager and Owner of an organisation who is in the portal for the first time — after accepting an invitation or creating the organisation —, and for anybody looking for where something went. You need nothing but to be signed in.
Steps
The Dashboard: what needs doing
Signing in opens the Dashboard (Dashboard). At the top are four Issue numbers: New, In progress, Resolved in the last 30 days (in the last 30 days) and Open, high priority. Clicking a number opens the Issue list with exactly the Issues it counted.
Below them are the cards Latest issues (at most 5 newest open ones), Upcoming events (at most 5), Waiting for approval (how many people are waiting for approval, and at most 5 of the newest) and Your estate with the number of buildings, Entrances and Units. The buttons in the header — New notice, New event, Upload document and New poll — are the shortest way to publish.
A new organisation without buildings has the button Add your first building on its Dashboard in place of the estate numbers; the Issue numbers and the events card appear once the first building is there.
The navigation
The top bar (the bottom one on a phone) has four items:
- Dashboard — this Dashboard;
- Entrances — buildings, Entrances, Units and Invitation Codes (Set up your buildings);
- Issues with the number of open Issues (Handle Issues);
- Publications — notices, events, documents and polls under four tabs (Choose an Audience and who is mailed).
The Residents list of requests for access opens from the card Waiting for approval or from the organisation's page (Approve Residents).
Pick an Entrance
Above the content of the screen is Selected entrance: All entrances and every Entrance of the organisation with its number of Units. Clicking an Entrance narrows the screen you are on to that Entrance: the Dashboard counts only its Issues and requests, the lists show only what concerns it, and a new notice or event is addressed to it to begin with.
The picked Entrance is part of the page's address. A link you send a colleague shows them what you see, and a bookmark keeps the Entrance. The items Entrances, Issues and Publications keep the Entrance; the item Dashboard and a new sign-in start again with all Entrances.
The account menu and several organisations
Click your name at the top right to open the account menu. At its top is the name of the organisation you are working in; it links to its page Organisation with the members and the settings. Further down are I have an invitation code, My profile, Notification settings, My data, Manual and Sign out.
Somebody who works in several organisations sees Choose an organisation after signing in. Choose the organisation and click Continue. Later you switch in the account menu, in the field Organisation. Everything you see — the Dashboard, Entrances, Issues, publications — belongs to the chosen organisation.
If you also live in one of the buildings, the menu offers My notice board and My issues; the details are in Several organisations, or Manager and Resident at once.
The question mark leads to the Manual
Beside the language switcher every screen has a "?". It opens the Journey of the Manual that describes that very screen.
What others see
Nobody sees what you look at or which Entrance you picked. Every Manager and Owner of the organisation sees the same buildings, Issues and publications; the portal does not divide Entrances between Managers. Residents never see the Dashboard; their landing page is the notice board.
Mails
As a Manager you get emails about a new Issue, a comment by an Issue's reporter, a reopened Issue and every resident waiting for approval. These emails cannot be turned off; the notification settings on the profile apply only to the emails you get as a resident (Choose which mails you get). Each email's button leads straight to the screen it is about.
When something goes wrong
A link answers Error 403
The address names an Entrance of another organisation than the one you are working in — you switched since, or a colleague from another organisation sent the link. Switch to the right organisation in the account menu, or click All entrances.
An Issue from an email belongs to another organisation
The Issue opens even when you are working in another organisation. Its button Back to the issues takes you to Choose an organisation, though: choose the Issue's organisation and carry on in its list.
You are in no organisation
An Owner removed you from the organisation, or closed it. If that is a mistake, contact them. The button Create an organisation brings you back to the same page: the portal cannot found a new organisation for an account that already exists (Sign up and create your organisation).
The Dashboard's numbers do not match the list
Check the picked Entrance: the Dashboard and the list both count only the Entrance in the page's address.
Where it ends
This Journey neither starts nor ends anything; it is where every working day comes back to. If the organisation has no buildings yet, go on with Set up your buildings.