The General tab is the summary view of your community. It shows how big the community is and how many people have actually started using Communitrak, names the person we contact about the account, and lists everyone marked as a community leader.
Seeing this page requires the View General Community Information permission. Editing the point of contact requires Update Community Information. With view access alone the contact fields are visible but greyed out, and the Save Information button doesn't appear. The same happens for everyone while your Communitrak subscription is in read-only status. Some options may be unavailable or appear differently depending on your level of account access.
Log in to Communitrak at https://app.communitrak.com.
In the main navigation menu, expand Community and click General.
The page is titled My Community, with tabs across the top for the other community settings you have access to.
The section heading reads [your community's name] at a glance, followed by up to four cards.
Households: how many active households your community has. Beneath it, an adoption line such as 90% adoption (9 of 10) shows how many of those households have at least one current member who has activated their Communitrak account. Members who have been set inactive, such as people who moved out, don't count toward it.
Residents: your active members who are not marked as community leaders. Its adoption line counts everyone in the community, including leaders and people whose invitation is still pending, so its total is usually larger than the Residents number.
Leaders: your active members who are marked as community leaders.
Payments: the all-time total of completed payments. This card only appears when the Financial module is turned on.
Adoption is the share of people who have finished setting up their account, not the share of people you've added. A resident who was imported or invited but has never signed in counts toward the total and not toward the activated number.
This is the number to watch during onboarding. Low adoption usually means invitations went out but were missed, so resending them is the quickest fix.
Residents and Leaders together are your active members. Neither card includes people whose invitation is still pending, which is the other reason the Residents adoption total runs higher.
This is the person Communitrak reaches out to with questions about residents, billing, or other general matters. Keep it current when your board turns over, so our questions reach someone who can still answer them.
Fill in the Full Name and Email Address, both of which are required.
Add a Phone and a Role in Community, such as President or Treasurer. Both are optional but useful.
Click Save Information.
Everyone currently marked as a community leader is listed here, sorted by last name, with their photo, their role, and their title if they have one. An Admin badge appears next to anyone whose role is Community Admin. Click a name to open that person's member profile.
You don't add or remove anyone from this list directly. Community leader is a setting on each member's profile, separate from the role they hold, and this card reflects whatever those profiles say. To add someone who is missing:
Click their name in the member directory to open their profile.
Click their role, or the pencil button labeled Edit Role & Title, to open Edit Community Role.
Under Is this member part of the community's leadership?, choose Community leader.
Optionally, add a Title, which appears under their name on this card.
Click Save Changes.
Changing someone's leadership requires the Change Member Role permission. To mark several people at once, select them in the member directory, click Change Role, pick their role, and tick Mark as community leaders. The bulk change always sets everyone selected to the role you pick, so select people who share a role if you only want to change leadership.
Being marked as a leader changes how someone appears around Communitrak, including the leader badge, the Leaders tab on the member directory, and the Community Leaders card on the Dashboard. It grants no permissions on its own. Permissions come from the member's role.
Households and properties are not the same thing. A property is an address; a household is the group of people living at it. Usually there's one household per property, but a property can hold more than one, so this number won't always match your property count.
The Payments figure covers every completed payment, including ones recorded with Mark as Paid. Refunded and voided payments drop out of it. It isn't limited to the current year or month; for that, use the Financial tab.
The counts include only active members and active households. Anyone set to inactive drops out of them.
The contact fields have length limits: Full Name up to 30 characters, Email Address up to 60, and Role in Community up to 40. The fields stop accepting text at the limit.
While your Communitrak subscription is in read-only status, the point of contact can't be changed.
Your community's time zone, logo, and community email and phone live on the Preferences tab. Its legal name and address are on the Legal tab.
Residents can't see this page unless their role has been given View General Community Information.
If you have questions or need help, chat with Communitrak Support from any page using the messenger icon in the bottom-right corner.
