Community setup

The everyday configuration regular admins own: the categories, channels, event types, and colors your community runs on. Separate from the platform-level Site settings.

What setup covers

Setup is where community admins shape the everyday vocabulary of the portal: the categories residents pick from, the chat channel groups, the calendar event types, and the colors the app uses to label things. It is deliberately separate from Site settings, which holds platform-level configuration (billing, domains, payments) reserved for whoever owns the account.

Any admin can open it. A treasurer who wants to add a "Mailbox key" maintenance category shouldn't have to escalate to the account owner to do it, so the content side of configuration is admin-owned and the platform side is not.

Categories

Most features that ask a resident to "pick a type" read their options from here. Maintenance, architectural review, resident services, documents, vendors, and violations each have an editable category list: you add a row, name it, reorder it with the arrows, and save the whole list at once.

Architectural categories go a step further. Each one can carry its own instructions and a list of documents to request, so a resident filing under "Fence" sees exactly what the committee needs (a survey, a material sample, whatever you specify) before they submit.

Channels and event types

Chat channel categories are the group headers in the chat sidebar. You can rename the built-in groups and add your own; the defaults can be renamed but not deleted, so the sidebar never ends up empty.

Calendar event types are the labels events get tagged with: board meeting, social, maintenance window, and so on. Each type has a display name and a color that shows on the event's badge across the calendar.

Colors

Two color sections, both a fixed set you tune rather than add to. Topic colors set the accent for each kind of content (announcements, events, dues, chat), which is what you see on the feed pills and the little notification dots. Banner colors set the background for the system banners, with a reset button to put any one back to its default.

Jumping to the right section

You rarely come to Setup cold. Most feature pages show admins an "Edit categories" link that drops you straight onto the matching section here, already expanded and scrolled into view. Fixing a wrong category is a two-click trip from where you noticed it.

What lives elsewhere

Anything that touches money, identity, or the plan stays on Site settings and is limited to the account's system admin: branding, plan and billing, the custom domain, payment settings, the Google Meet connection, and turning features on or off. Setup is the content; Site settings is the platform.