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Creating Custom Groups

Build Custom Groups by Managing User Access and Units

Last updated August 13, 2026

Communication
    • Configure Home Banner Articles
    • Create and Manage News Articles
    • Frequently Asked Questions: Multi-Property News
    • How to edit or delete a grouped news post
    • How to post news to multiple properties at once
    • Multi-Property News Fan-Out
    • News Create Shortcut: N → Shift+N
    • News Urgency Audit: Smart Compliance Scanning
    • Frequently Asked Questions: News Email Replies
    • How Resident Replies Appear in Your Inbox
    • Residents Can Now Reply to News Emails
    • Troubleshooting: Missing Replies
    • Chat & Messaging: How Access Works
    • Create and Manage Chat Groups
    • How to Start a Chat
    • Troubleshooting: Chat & Messaging
    • How to Edit a Resident's SMS Consent Preference
    • SMS Consent Toggles: Frequently Asked Questions
    • SMS Consent Toggles: Overview
    • Troubleshooting: SMS Consent Toggles
    • Creating Custom Groups
    • How to Create and Use Custom Groups
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01

Open Property Settings

When you are anywhere on the page for creating custom groups, go into property settings.

Open Property Settings

02

Navigate to Manage Groups

Once you go into property settings, you can then go to manage groups under communication. And you can create as many new groups as you like. So if you'd like to create a group called

Navigate to Manage Groups

03

Create Tower A Group

Tower A, you can give a description. This is for Tower A. OK.

Create Tower A Group

04

Select User Types

Click the Select user types option to specify which users will have access to the group.

Select User Types

05

Set User Access Types

And you can add the type of user you want to have access to this. So if you want all the occupant types to see this article if it's been sent out, then you can do it that way. Or you can just distill it down to, for example, just off-sites and residents only.

Set User Access Types

06

Review Group Details

Review the group details including name, description, user types, and units to ensure accuracy before proceeding.

Review Group Details

07

Select Units for Group

Click the Select units option to choose which units will be included in the custom group.

Select Units for Group

08

Choose Specific Units

Then you can select all the units. Or you can simply start connecting the units that you want.

Choose Specific Units

09

Manage Multiple Towers

If you have multiple towers, you might have the name already in it. So you might have tower, tower A, and then you can start selecting all of them. But in this case, we just have units. So I'm

Manage Multiple Towers

10

Add Units to Group

Just going to add these three units into the custom group.

Add Units to Group

11

Save Custom Group

And then you press save. And that's it. Easy.

Save Custom Group

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