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R_How to Add and Edit Communities in Builder Signal

For Builder Admins responsible for adding and editing your Communities.

 

Step-by-Step Instructions:

  1. Log into Builder Signal as an Admin
    Ensure you’re logged into the system with your admin credentials. Only Builder Admins can create and manage Communities.
  2. Navigate to the Communities Setup Page
    Go to the drop-down Menu in the upper-right hand corner of the screen and click Settings and then Communities.
  3. Click ‘Add New Community'
  4. Enter Community Details
    Title (required)
    Description (optional)
    Community Elevation Image (optional). This image will display on the Homeowner's website if a Home Elevation Image is not selected in Home Setup. If neither a Community Elevation Image or Home Elevation Image is set, the default account image will be displayed on the Homeowner's website. That image can be found at Menu > Settings > Branding.
  5. Assign Users to an Entire Community
    If users are responsible to make updates for an entire Community, you can assign them using the ASSIGN App Users to ALL Homes in this Community drop-down menu. The users will then have access to all homes assigned to that Community (configured in Add/Edit Homes). If there are changes in user(s) responsible for making updates at the Community-level (staff changes, etc.), use the REMOVE App Users from ALL Homes in this Community feature.
  6. Editing Community Content
    You can make changes to any Community information. Use the arrow (>) at the right side of your Titles to expand and collapse the content. You can edit the Title, Description and Image, or use the Delete Community to entirely remove a Community.
  7. Review and Confirm
    Double-check all the information you’ve entered. Review the Title, Description and Community Image.
  8. Save and Finish
    Click Save Communities to finalize your changes. If you try to navigate away from the Communities page without saving your changes, a pop-up warning will be displayed to alert you that your changes have not been saved.

Common Issues:

  • Can't Add or Edit Communities?
    Ensure you’re logged into the web application with your admin credentials. Only Builder Admins can add and edit Communities.
  • Don't See an App User You Assigned at the Community Level in the Homes Dashboard?


    - If a Builder User is already assigned to a home in a Community and you filter the Homes dashboard by Community, the App User column will only display the name of the previously assigned user. To confirm the user you assigned at the Community level, go to Edit Home from the Actions menu. The App User (select all that apply) field will list the initial user assigned to the home, along with any additional user(s) you've added at the Community level.
    -If you select a user added at the Community level from the App User column filter, all homes linked to that Community-level user will be shown. If their name does not appear on the Dashboard, it's because a previously assigned user is already linked to that home. To confirm the user you assigned at the Community level, go to Edit Home from the Actions menu. The App User (select all that apply) field will list the initial user assigned to the home, along with any additional user(s) you've added at the Community level.

Next Steps:

Once a Community is added, the name will appear in the Community drop-down list when Adding or Editing a Home. Learn more in our article: How to Set Up a New Home in Builder Signal.