The Preferences page is your central hub for controlling how your community works in Communitrak. From here you can turn modules on or off, set default roles for new members, configure financial settings, manage your community's branding, and more. This article covers each section of the page and how to update it.
This page is available to Community Leaders with the appropriate permissions. Viewing the page requires the View Community Preferences permission; making changes requires the Update Community Preferences permission. Some options may be unavailable or appear differently depending on your level of account access.
Log in to Communitrak at https://app.communitrak.com.
Click Community in the main navigation menu.
Click the Preferences tab.
The left column of the Preferences page lists the modules available to your community. Each module has a toggle switch you can turn on or off. When you disable a module, it is hidden from the main navigation menu for all members.
The following modules can be toggled:
Bulletin Board
Calendar
Articles
Amenities
Alerts
Messages
Files
Financial
Forms
Parking
Requests
Violations
To toggle a module, click the switch next to its name. A confirmation message appears when the change is saved.
Note: Disabling a module does not delete any data. You can re-enable it at any time and your content will still be there.
The Members card lets you configure settings that apply to community members.
Choose the role that is automatically assigned to new members when they create their account. Select a role from the Default Member Role dropdown. Each role is tagged as Leader, System, or Custom so you can tell them apart.
Custom fields let you store and display additional information about your members beyond the standard profile fields.
Click Configure next to Custom Fields.
In the Member Custom Fields dialog, you'll see any existing fields.
To add a field, click New Field, type the field name, and press Enter or click the checkmark.
To rename a field, click the pencil icon, update the name, and click the checkmark.
To delete a field, click the trash icon and confirm.
Click Close when you're done.
Heads up: Deleting a custom field cannot be undone.
These toggles control which contact details are visible in the directory by default for newly invited or imported residents. Existing residents are not affected and can still adjust their own preferences in their account settings. The available toggles are:
Phone
Mailing Address
Additional Contacts
Property Address
To control which roles can see contact information at all, edit role permissions on the Roles page.
When the Requests module is enabled, additional options appear below the toggle. You can enable or disable individual request categories using the checkboxes:
General Requests
Maintenance Requests
Architectural Requests
There is also a Forms & Polls Banner checkbox. When checked, a banner appears on the Requests page directing members to submit new requests via a form in the Forms module. This is helpful if you wish to collect specific information as part of creating a request.
When the Financial module is enabled, three additional settings appear below the toggle.
Use this dropdown to choose whether your community or your members absorb the payment processing fees on charges.
If set to your community, the community absorbs the fees.
If set to Members, the processing fee is added to the total payment amount so members cover the cost.
Note: The community is always responsible for processing fees on amenity reservation fees and deposits, regardless of this setting.
Set the default number of days a resident has to pay a new charge after it is created. Enter a number between 1 and 365. This will automatically populate the due date when creating new charges, but you can still adjust the date for each charge as needed.
Set the number of days after the due date before a charge is considered past due. Enter a number between 1 and 365.
The General Settings card is in the right column and covers community-wide options.
Select your community's timezone from the dropdown. This affects how dates and times are displayed throughout Communitrak. Available timezones include Eastern, Central, Mountain, Pacific, Hawaii, and Alaska.
When enabled, members can be added to Communitrak but will not be able to log in or view any content. This allows Community Leaders to fully set up and customize Communitrak before opening access to residents. Once the Black Curtain is disabled, members will be able to log in. Communities are responsible for notifying members when access is available.
When enabled, every household gets a unique PIN that can be used for amenity access, authentication, and member verification within your community.
Check this to opt your community into the Beta Program, which gives you early access to features in the final stages of development. Beta features are provided as-is and may change or contain issues.
The Communication Preferences card lets you set the contact information that Communitrak uses when routing replies and directing residents.
Community Email Address: if a member replies to an email or message sent by Communitrak, the reply may be routed to this address.
Community Phone Number: residents may be directed to call this number with questions.
Type or update the value and click out of the field to save.
The Appearance & Branding card lets you customize how Communitrak looks for your community.
Choose what appears in the top-left corner of every page. Use the Logo dropdown to pick one of three options:
Communitrak Logo: the default Communitrak logo.
Community Name: displays your community's name in text. When selected, a Brand Font dropdown appears so you can pick a font.
Custom Logo: displays an image you upload. When selected, a preview of the current logo is shown along with an Upload Custom Logo button.
To upload a custom logo:
Set the Logo dropdown to Custom Logo.
Click Upload Custom Logo.
In the dialog, click Choose File and select an image (JPEG, PNG, or GIF, 10 MB max).
Click Upload Logo.
Set a primary brand color used for accents and highlights throughout the application. Click the color swatch to open the color picker, or type a hex code directly into the text field (e.g., #152E4D). Click Clear to remove a custom color and revert to the default theme.
All changes on this page save automatically as you make them. There is no separate Save button.
Changes to module toggles take effect immediately for all members.
Branding changes (logo, color, font) update in real time across Communitrak.
Default contact visibility settings only apply to newly invited or imported residents. Existing residents keep their current privacy settings.
If your community's billing account is inactive, you may be unable to make changes on this page.
