Community Management

Manage your residents, member directory, and access permissions from the Residents page.

Resident Directory

The Residents page shows all community members and their roles:

• Members list: All current residents with their name, email, and role
• Pending invites: Invitations that have been sent but not yet accepted
• Invite history: Track who was invited and by whom

Member Roles

PorchQ uses three roles to control access:

Role	Access Level	Typical Use
Owner	Full access to all features, can manage other members	Board members, property owners
Manager	Full access to all features, can manage other members	Property managers, HOA administrators
Tenant	Resident portal only	Renters, unit occupants

Changing a Member's Role

Only owners and managers can change roles:

1. Go to Residents
2. Find the member in the list
3. Click the role dropdown next to their name
4. Select the new role
5. The change takes effect immediately

Audit Trail

All role changes are logged with who made the change and when. This helps maintain accountability and security.

Inviting New Members

Sending an Invitation

1. Go to Residents
2. Click Invite Resident
3. Enter their email address
4. Select their role (Owner, Manager, or Tenant)
5. Add a custom welcome message (optional)
6. Click Send Invitation

The resident will receive an email with instructions to create their account and access the community portal.

Managing Pending Invitations

For residents who request access (vs. being invited):

• Approve: Click approve to grant access with the requested role
• Decline: Click decline to reject the request

Pending invitations appear in the Residents page below the member list.

Guided Tours

PorchQ includes contextual walkthroughs for new users:

• Auto-launch: The first visit highlights navigation, metrics, and key features
• Replay: Relaunch the tour from the help menu at any time

Onboarding Tips

Help new residents get started quickly:

• Welcome message: Include helpful info in your invitation message
• Highlight quick wins: Encourage them to check their balance and set up autopay
• Keep docs updated: Ensure bylaws and community documents are current so the Documents section is a reliable resource