Community Groups

The AI Portal's Community Groups feature allows you to group multiple communities as a single entity. Use this feature to: 

• Update knowledge for multiple communities at once without changing your organization's defaults.
• Support centralized offices or regional teams that manage multiple communities.
• View data for multiple communities on your reporting dashboards. 

Once you add a community to a community group, you can manage that community individually OR as part of the group. 

Create Community Groups

Follow these steps to create a new community group. 

1. Click Communities in your AI Portal's left sidebar.
2. Click the Community Group tab at the top of the page.
3. Click + Add Community Group at the bottom of the page.
4. Type in a Name for the community group in the Add Community Group window.
5. Select Buildings (or communities) to include in the community group. You can include as many buildings as you would like.
6. Select Authorized Users to view and manage the community group.
7. Select a community group type:
   • Select Reporting in the Type dropdown menu to create a community group you can use to filter your reporting dashboards. OR,
   • Leave this field blank to create a normal community group you can use for other purposes. See the Community Group Use Cases section for details.
8. NOTE: Submit a Ticket to set up other types of community groups:
   • Cross Selling  
   • Centralized Leasing Office
   • Single Family housing
   • Collections
   • Settings
9. Click Save to create the community group. 

Community Group Use Cases

You can use normal community groups (i.e. groups without an assigned type) to do the following: 

• Filter your Contacts Page. This allows you to view contacts for all a group's communities at once.
• Filter your Tasks Queue. This allows you to view tasks for all a group's communities at once.
• Add Knowledge. Select a community group in the Add Knowledge window to update multiple communities at once.
• Invite Users. You can assign users to community groups when you invite them to join your organization.

You can use Reporting-type community groups to filter your reporting dashboards and view data for multiple communities at once.