Sending invites to residents through the HOA Messenger mobile app is a straightforward process that allows you to help residents gain access to their community portal. Follow these simple steps:
Step-by-Step Instructions
Step 1: Navigate to the Residents Section
From your HOA Board dashboard:
Tap on the "People" menu item in the left navigation panel
Select "Residents" from the dropdown menu that appears
Step 2: Locate the Resident
On the Residents screen:
You'll see tabs for "REGISTERED" and "UNREGISTERED" residents
Browse through the "Active Residents" or "Inactive Residents" sections
Tap on the specific resident you want to invite
Step 3: Send the Invitation
On the resident's detail page:
Scroll down to the "Portal Status" section
You'll see the current status (typically showing "Registered" in green)
Tap the blue "Send Invite" button
Important Notes
The "Send Invite" button only appears for residents who haven't yet activated their portal access
Once you send the invite, the resident will receive an email invitation to create their account
The email will be sent to the address listed in their resident profile
Make sure the resident's email address is correct before sending the invite