The two surfaces
Admin Dashboard
Often referred to as the Control panel, the dashboard is for staff operations. It is the control panel for a site, or for a portfolio if you are a super admin.
Resident app
The app (which is accessible for free via the App Stores) is for resident participation. Residents receive information, submit requests, respond to invitations, and use community features.
What staff do in the Admin Dashboard
People and access
Create and manage staff users
Assign roles and permissions
Assign site access for staff who cover multiple villages
Reset passwords and deactivate staff, based on permissions
Residents and profiles
Create and manage resident profiles (members)
Maintain resident contact details used for email and SMS escalation
Add and update resident addresses
Link family members
Set resident privacy controls for the resident directory
Communication
Create broadcast channels
Send broadcasts:
in app announcements
email escalation
SMS escalation (if enabled)
Manage when messaging is one way versus two way
Events, facilities, and bookings
Create events, including repeating events
Add attachments and online meeting links
Create facilities and set booking rules
Approve or decline facility bookings
Requests and workflows
View and manage requests submitted by residents
Create requests on behalf of residents
Approve or reject pending requests
Progress requests through statuses
Assign staff or service providers
Add internal notes and resident updates
Archive requests
Export data
Content and documents
Upload documents to the library
Publish newsfeed articles with images and attachments
Target content by tags or roles, where configured
Promote content via broadcasts
Surveys, forms, and feedback (if enabled)
Create surveys and review results
Create connected forms and link them to requests, where configured
Configure and process feedback capture items
What residents do in the app
Receive information
Receive broadcasts
Read newsfeed articles
Access documents published to them
Participate
View events
Accept or decline invitations where RSVP is enabled
Request facility bookings, where enabled
Submit and respond
Submit maintenance or gardening requests, where enabled
Attach photos and descriptions to requests
Complete surveys and forms
Submit feedback capture entries, where enabled
Messaging
Residents can create private resident to resident conversations
Admins cannot view private resident chats
Practical rules to avoid confusion
Broadcasts vs conversations
Broadcasts are one way. Residents cannot reply.
Conversations are two way. Residents can reply.
Use broadcasts for announcements. Use conversations only when you want replies. Generally Conpago
Not everything triggers notifications
New events do not notify everyone by default. This avoids spam.
Bookings and request updates generally notify the resident involved.
Documents and news often rely on broadcasts to drive awareness.
Default locations can be misleading
Maintenance & Gardening Requests default to the assigned resident's address. If the job is in a common area, override the location when creating the request.
Quick decision guide
Use the Admin Dashboard when you need to:
manage staff access, roles, or modules
manage resident data and privacy
approve bookings or requests
publish content and run broadcasts
report and export
Use the resident app when the resident needs to:
receive information
request something
RSVP
complete a form or survey
Related articles
Conpago structure: sites, staff, members, addresses, family, tags
Roles and permissions in Conpago
Messaging: broadcasts vs conversations
Requests overview and lifecycle
Events and bookings: overview