Society onboarding guide

Before you start

Onboarding works best when one committee member drives it end to end. Keep the society registration number, a list of wings and flat numbers, and the current committee list handy.

• Society name, address, registration number and total flats
• Wing or block names and the flat numbering scheme
• Names, mobile numbers and email addresses of committee members
• Optional: an existing resident list in a spreadsheet

Step 1 — Register or claim

1. 1Open Register your society and fill in the society profile. If your society is already listed, use Claim instead and we will verify you against the existing record.
2. 2Pick the plan tier that matches your flat count. Every society starts on a 30-day free trial — no card required.
3. 3Submit. The platform team verifies the society, usually within one business day.

You can invite the committee and start configuring the Hub while verification is pending.

Step 2 — Structure the society

Society Settings is where the Hub gets its shape. Configure it once and every module inherits it.

1. 1Add wings/blocks, then flats under each wing. Bulk-add generates ranges like A-101 to A-1204 in one go.
2. 2Set gates, parking zones and slot numbering used by the Security Gate and Parking modules.
3. 3Choose the modules you want visible in the Hub. Anything you switch off disappears from resident navigation.

Step 3 — Invite the committee

1. 1Open Committee Management and add each member with their governance role — Chairman, Secretary, Treasurer or Committee Member.
2. 2Roles carry permission presets. Chairman and Secretary get full access; the Treasurer gets finance and reports; Committee Members start conservative and are widened per person.
3. 3Invitations to people who already have an account activate instantly. Everyone else receives an email invite that expires if unused.

Step 4 — Bring residents in

1. 1Invite residents by email or mobile, or share the society join link so they can request access themselves.
2. 2During signup each person declares whether they are an Owner or a Tenant — this drives what they can do with the flat.
3. 3Approve pending members from the Residents page. Only approved members see society data.
4. 4Owners and primary tenants can then add household members and domestic helpers from Household Management.

Flat Access lets the flat's owner or tenant grant capabilities — like paying bills or creating visitor passes — to specific people in the household.

Step 5 — Turn on money and the gate

1. 1Connect the society's own payment account under Society Settings → Payments so maintenance collections settle directly into the society bank account.
2. 2Create your first billing cycle in the Finance Console and generate bills.
3. 3Add guards under Workforce, assign them to gates, and hand over the Security Gate console on the gate tablet or phone.

Step 6 — Go live

• Publish a welcome notice on the Notice Board so residents know the Hub is live
• Share the mobile app link — the same account works on web, Android and iOS
• Watch adoption from Society Analytics and nudge unregistered flats