NOTE: The association you create the tags under must have the communications module active to be able to access this feature
Navigation
To access your association's tags go to the Settings Wheel > Manage > Association > Tags
Step 1 - New Tag
Select the green "New Tag" icon to open the add tag creator.
Step 2 - Select Icon
In the Add Tag creator, you will need to select an icon to represent the tag in the communications view
You can hover over the "?" symbol next to where it says "Icon" and it will give you some popular options to choose from, or you can utilize the Font Awesome site to find a more customized icon.
NOTE: You DO NOT need to sign in or create an account to utilize the icons from Font Awesome
Step 2A - Popular Options
If you wish to utilize the popular options, select the blue copy button next to the icon and it will automatically fill in the
required text into the icon field.
Step 2B - Font Awesome
If you want to use an icon from Font Awesome follow the instructions below:
- Hover over the "?" symbol next to where it says "Icon" and click the link to the font awesome site.
- Search any of the icons and select the one you want to use, in the example below we are looking for a Light Bulb
- From the options, select any of the icons, even if it states PRO
- Copy or type the Green Text in the HTML tab
- Paste the green text into the "Icon" field
Step 3 - Complete Form
After you have selected your Icon, you will now adjust the settings for the new icon.
- Name: Enter the displayed name for the tag, this will be visible to users who can view tags or residents if enabled
- Type: Decide if the tag is applied to the homeowner or the unit. When a new homeowner moves into a unit, unit-based tags will stay owner to owner, whereas the owner tags will stay with the past owners if they had any.
- IsActive: Marks the tag as Active if checked off and can be utilized right away
- Resident Can View: If this is toggled on the resident will be able to see the tag in the resident portal in the dashboard under "Tags" in the top right-hand corner.
- Resident Can Toggle On/Off: Allows the resident the right to turn the tag on or off for their unit/homeowner and is done in the same place they view their resident tags
Step 4 - Preview Tag and Create
The last step is to view the Tag Preview at the bottom of the form, confirm the tag is ready to be made, and click save to complete the form and create the tag.
Confirmation
If the tag is saved and created as intended you will be able to view it right away in the tags management screen, it is now ready for use to be added to a unit or homeowner.