Create and 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 The Settings tab in the navigation menu of the Resident Portal.

  3. On the Links tab, select + New LinkSettings page with a button to add a new link.

  4. Add the link information Settings interface for creating a new link with fields for URL, title, and description.

    • 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 SaveThe Save button on the New Link screen.

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


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 The Settings tab in the navigation menu of the Resident Portal.

  3. Next to a link, select Actions and choose Feature in PortalThe Feature in Portal option selected in the Actions drop-down menu next to a link.

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

  5. The link will also show in the Featured Content section of the DashboardDashboard displaying a 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 The Settings tab in the navigation menu of the Resident Portal.

  3. Click Actions and choose Delete next to the link you wish to remove The actions menu next to a link with the Delete option selected in the menu.

  4. Click Confirm Deletion button on the pop-up that says Are you sure you want to delete this link?Confirmation dialog asking to delete a link with a Confirm Deletion button.