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Manage

Approve who joins and set up the buildings

Review requests to join and give each member one of five roles; only a platform administrator makes an Organiser. Set up buildings, units, parking and the estate's colour and logo.

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Manage
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Members

Every member, and who is pending approval

Every member with their status and role, by name. A notice counts who is pending approval, and Review now lists them. Organisers approve, reject, suspend or remove from the row.

  • View all members with status and role
  • Approve, reject, suspend, or remove
  • Filter members by status

Joining

A letter for each home, or a link for the estate

Organisers print each home a letter with its own code. A resident who enters it joins that home without waiting for approval. Or turn on Self-Registration: residents pick their home from the public link, and each request waits for approval.

  • A letter with its own home code for each home
  • A private link for one home, from an Organiser
  • Self-Registration with a public join link
  • Approval for each request from the public link

Roles & permissions

Five roles, from Organiser to Guest

Organiser, Committee, Managing agent, Neighbour and Guest. A platform administrator can override a role's permissions for your estate.

  • Five roles: organiser, committee, managing agent, neighbour, guest
  • Permission overrides for your estate, set by a platform administrator
  • Role-based access to sensitive features
  • Clear visibility of who has what access

Insight

Numbers for the committee

Insight shows how the estate is doing: issues by status, how fast they are resolved, and how many residents take part. The activity feed and the audit log show who did what, and when.

  • Overview, issues, engagement, and distribution
  • An activity feed of what changed
  • An audit log with old and new values

Part of Open Books

Branding

Pick a colour preset or your own hex colour, and upload a logo. Every page carries them.

  • Four colour presets, or your own hex colour
  • Upload your community logo
  • Consistent branding across all pages

Property

Buildings and units, with a CSV import

Add buildings and units one by one, or import the units from a CSV.

  • Manage units across multiple buildings
  • Bulk import via CSV upload
  • Set up cost allocation schedules

Parking

Which unit has which space

Set up each parking area, assign spaces to units, and see which are free.

  • Define multiple parking areas
  • Allocate spaces to specific units
  • Track available and assigned spaces

Home codes

See where each home’s code stands

Units & Buildings shows each home’s letter code and private link: when it was issued and until when it works, or that it expired or was voided. Only the letter, or a private link shown once, carries the code.

  • Letters for the whole estate, a building, a block or chosen homes
  • A code works until a date, or has no expiry
  • Printing a home again replaces its code
  • Only Organisers print letters and make private links

Open registration

Residents find their own unit; you approve

On the estate's public link, residents search by building and pick their unit. Each request waits for your approval.

  • Searchable unit picker by building
  • Clear approval process messaging
  • Residents select their own unit
  • Review requests before granting access

Money · alpha

Service charges and invoices

Upload a service charge statement, process it, review it, and publish it to residents. Keep invoices beside it. Money is in alpha: it works, and it is still changing.

  • Service charge statements: upload, process, review, publish
  • Invoices in one place

Part of Open Books

Capabilities

What Manage holds

  • Home codes and invitations

    Organisers print letters with home codes or make a private link for one home. Organisers and the Committee can email an invitation.

  • Approval workflow

    Review and approve new member requests before they join.

  • Role management

    Five roles: organiser, committee, managing agent, neighbour and guest.

  • Permission overrides

    A platform administrator can override a role's permissions for your estate.

  • Estate settings

    The estate's details, colour and logo, where reports go, and the marketplace and complaints switches.

  • Broadcasts

    Send one message to everyone in a role or a building.

  • Audit log

    Changes recorded with who made them and the old and new values.

  • Unit management

    Manage buildings, units, and resident assignments.

Next Manage Money

Our first estates

Run your estate in the open

Tell us what your estate needs. We’ll help you choose between Community and Open Books.

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For residents

£0 free, for every resident

Piloted by members of Trinity Walk Residents Association Woolwich, London · 684 homes