Connecting with Committee Members & Owners

If a Committee Member or Owner hasn't completed the Sign Up Process or hasn't been invited to create a Portal account, they should be sent an email with an invitation link by the Organisation Admin of the strata organisation.

They can then sign up and activate their profile. Committee Members and Owners can sign in to the Portal to view their Building Profile where they can access services, view important documents, generate financial reports, and track all Jobs for the Building.

Active Committee Members and Owners can also receive Marketing emails to boost ongoing engagement with the Portal. 

Content: 

• Send an Invitation Email
• Send a Marketing Email
• Bulk Actions

Send an Invitation Email

1. Ensure the contact's email has been added to Strata Master 

Note: The contact details will sync to the Portal within 10 mins of being added to Strata Master

2. Go to the Contacts Icon on the toolbar and select 'Contacts' 

3. Enter the Name or Email in the Contact Search Bar

4. Click the 'Connect' link of the Imported contact in the 'Status' column

Note: If the contact has the status of 'Invited', they can be Reinvited from the Users page. For more information, please see Functions & Features of the Users Page.

5. When the pop-up appears, verify that the email is correct

6. If the email is incorrect, enter a new Email in the box

7. Choose an Automation from the 'Email Automation' menu 

If a contact owns multiple properties from different plan numbers or from different organisations, the Organisation Admins can link the inactive profile to the active profile to provide access to all the buildings that the current contact owns.  

Simply click the checkbox for 'Link to existing user if email already registered'. This will automatically link the new contact profile to the existing user profile that is already active in the portal. 

8. Click 'Confirm'

When the email invitation is received, Committee Members and Owners will be required to confirm their email and create a password for a Portal account. When they have finished signing up, they can start to use the Portal.

Send a Marketing Email

1. Ensure the audience has Activated their accounts as per the above steps. Once they are Active, they can receive Marketing emails.

2. Go to the Contacts Icon on the toolbar and select either 'Users' or 'Contacts' 

3. Enter the Name or Email in the Contact Search Bar

4. Click the 'Connect' link of the Active contact in the 'Status' column

5. Choose an Automation from the 'Email Automation' menu 

6. Click 'Confirm'

Bulk Actions 

Bulk Actions allows Organisation Admins to connect with multiple contacts at once.

From the Contacts page, click 'Bulk' in the top right corner to complete a bulk action.

Invite All Selected will send an invitation automation to all contacts that are currently selected on the page, while Invite All Filtered will send a invitation automation to all contacts based on the filters applied on the Contacts Page. 

Connect All Filtered will send a marketing automation to all contacts based on the filters applied on the Contacts Page. 

Note: When Invite/Connect All Filtered is selected, this task will run in the background and whoever sent the invite will be notified of the outcome. 

When the 'Bulk Invite' window opens, select an Automation from the 'Email Automation' menu. 

Click the checkbox for 'Link to existing user if email already registered' to link users to their active account if they have an existing one. 

When all of the information has been verified, click 'Send'.

For more information, please see Templates & Automations, Common Issues With Sign Up and Profile Activation and Frequently Asked Questions by New Building Contacts.

Organisation Admins should contact us with any further questions regarding this process.