Create & Manage Resident Portal Links

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This article will show you how to manage the links in your Resident Portal. Links can direct residents to important information and resources in your community.

Who can use this feature?

Organization Owners / Portal Admins

Create a Link

  1. Navigate to the page with your embedded Resident Portal or access the stand-alone Resident Portal

  2. Select Settings in the left-hand toolbar Portal Settings.

  3. On the Links tab, select + New LinkNew link button.

  4. Add the link information New link fields.

    • URL: Add the link the tile should direct to

    • Section: Choose the section the link should be added to. These correspond to the Links, Forms, and Payment tabs in the left navigation.

    • Select an icon: Select an icon to display on the link card. These will populate based on the section, and some sections will only have one icon option.

    • Title: Add a title for the link (maximum of 100 characters)

    • Description: If needed, add a short description for the link (maximum of 1,000 characters)

    • Tags: Add relevant keywords to help a resident user find the content. Links can be filtered based on the tags assigned.

    • Featured in Portal: Check to display at the top of the Links tab

  5. Select SaveSave button.

  6. The link will now display in the specified section of the Links tab Link card.

Feature a Link

  1. Navigate to the page with your embedded Resident Portal or access the stand-alone Resident Portal

  2. Select Settings in the left-hand toolbar Portal Settings.

  3. Next to a link, select Actions and choose Feature in PortalFeature Link in Portal option.

  4. The link card will now display in the Featured Links section of the Links tab Featured link section of Links tab.

  5. The link will also show in the Featured Content section of the DashboardDashboard Featured Link.

Remove a Link

  1. Navigate to the page with your embedded Resident Portal or access the stand-alone Resident Portal

  2. Select Settings in the left-hand toolbar Portal Settings

  3. Click Actions and choose Delete next to the link you wish to remove Actions menu.

  4. Click Confirm Deletion button on the pop-up that says Are you sure you want to delete this link?Confirm deletion button.

Supporting Articles