Connecting with Committee Members & Owners

Note: The availability of this feature depends upon the permissions granted to the Strata Manager by their Organisation Admin. 

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 a Strata Manager.

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

Send an Email Invitation 

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 'Invite' 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 Strata Managers 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'

Strata Managers should contact us with any further questions regarding this process.