Use this checklist to get CondoGenie ready before inviting your first residents. Work through it top to bottom — each step builds on the last. For a detailed walkthrough of each step, see the [[Getting Started for New Boards]] guide. --- ## Phase 1: Account configuration - [ ] **Set your time zone and address** Administration → Account → Account Settings - [ ] **Add emergency contact numbers** Administration → Account → Account Settings → Contact Numbers (These appear in the sidebar for all residents) - [ ] **Enable the features you'll use** Administration → Global Settings → Click Features Tab → Turn On or Off Feature Turn off anything you don't plan to use — simpler for residents --- ## Phase 2: Building and unit structure - [ ] **Create your building(s)** Administration → Buildings → Add new building Set the prefix, floor count, and units per floor - [ ] **Verify all units were generated correctly** Units → review the list Add, edit, or delete as needed for irregular numbering - [ ] **Confirm the unit list is complete** Every resident needs an existing unit before they can register --- ## Phase 3: User groups and permissions - [ ] **Review default user groups** Administration → User Groups Check what Owners, Tenants, and Board Members can access - [ ] **Adjust permissions if needed** Customize which features each group can view or post to - [ ] **Create additional groups if needed** (e.g. Maintenance Staff, Committee Members, Commercial Tenants) --- ## Phase 4: Content setup (do before inviting residents) - [ ] **Upload key documents** Documents → Add Document Bylaws, rules, welcome package, move-in/out procedures - [ ] **Set up document categories** Administration → Global Settings → Documents → Document Categories Organize by type and set group visibility - [ ] **Add any notices** Administration → Notices Forum rules, classifieds policy, contact page disclaimer - [ ] **Draft a welcome announcement** News → Add Publish after residents start arriving — or schedule it --- ## Phase 5: Amenities and parking (if applicable) - [ ] **Create amenities** Amenities → Create Amenity Party room, gym, guest suite, etc. - [ ] **Create parking spots** Parking → Add a spot Set up visitor parking, QR code access, registration rules --- ## Phase 6: Invite residents - [ ] **Invite board members first** Administration → User and Residents → Invite Residents Send invitations by email - [ ] **Bulk invite residents** Administration → User and Residents → Invite Residents Send invitations by email - [ ] **Approve registrations as they come in** Administration → User and Residents → Residents waiting for approval - [ ] **Assign each resident to their building and unit** Done during approval --- ## Phase 7: After go-live - [ ] **Post your welcome announcement** - [ ] **Whitelist instructions sent to residents** — point them to [[How to whitelist CondoGenie emails]] - [ ] **Monitor for residents stuck in the approval queue** --- See also: [[Getting Started for New Boards]] | [[Buildings Overview]] | [[Invite User To Register]] | [[How do I approve a user]]