Getting started

Welcome to Avelden. This guide gives community administrators a safe order for setting up a useful workspace before inviting everyone.

Before you begin

Have the following details ready:

• Your community name and contact information
• A list of administrators, managers, billing staff, and their responsibilities
• Your unit or property list, including unit numbers and addresses
• The names and email addresses of the first members to invite
• The documents, discussion spaces, and request categories members will need
• Your assessment rules and payment process, if you will use resident billing

Set up your community

1. Create your account and confirm your email address.
2. Open Community & memberships from your account area and create the community.
3. Use the community menu to open Settings, then review the general details.
4. Invite a small setup team and assign the narrowest role each person needs.
5. Add units and connect members to the properties they occupy or manage.
6. Create the first discussion forums, file collections, and operational conventions.
7. If you collect assessments, configure resident billing before issuing invoices.

Note

You can update these settings at any time. Start with the essentials and expand the workspace as your community adopts Avelden.

Use a staged rollout

Invite administrators, managers, and billing staff first. Ask them to verify:

• They can see only the tools their role requires
• Unit information and ownership records are correct
• Discussion forums and file collections have clear names
• Ticket priorities and assignment practices are understood
• Billing groups, fee rules, and cycle dates have been reviewed before an assessment run

Then invite a small resident group to test the member experience before inviting everyone.

Next steps

Once the initial setup is ready:

• Publish a welcome discussion topic
• Upload frequently requested documents to the file library
• Explain how residents should submit issue tickets
• Point residents to My billing for their units, invoices, and account activity
• Tell members who to contact when their access or unit assignment is incorrect

Continue setup

• Understand roles and access
• Invite and manage members
• Create units and ownership records
• Prepare assessments