Discover Link Management for Residential Properties
Discover Link Management
Discover Links are a great way for your residents to get to know your building and the neighborhood. Discover Links can be used for social media accounts, property websites, local activities links, best restaurants in town, and more!
In this article, you will learn:
- What is a Discover Link
- Adding Discover Links
- Editing Discover Links
- Creating Discover Link Categories
- Rearranging Discover Links within a Category
- Setting Up a Shared Google Drive as a Discover Link
What is a Discover Link?
Discover Links can be:
- Direct links to websites, such as your Property Website
- PDF Documents, such as your building's bylaws
- Photos, such as a menu for a featured restaurant.
Adding Discover Links
Step 1
In the Admin Portal, select Settings from the left side menu and then select Discover Links.
Step 2
Select Create New then Link from the top right corner and create your Discover Link.
Step 3
Next, add the information to create the new Discover Link. Required information is designated with an asterisk (*). Finally, select Submit when finished.
- Format: Discover Links can be: Links, Images, or PDFs.
- PDFs can be stored and shared in a Google Drive folder, allowing you to have a continuously updated resource for building documents.
- Title: Include the title of the resource.
- Subtitle: Optionally can include a subtitle for the resource.
- Category: If you would like the Discover Link to be in a category, select the category it should fall under. If you do not select a Category, the link will stand alone.
- Image: Images should be a 1:1 ratio, or a perfect square.
- Who can view this link: Determine if there are specific staff or occupants that have view access to this link.
- Where will this link display?: Determine if you would like the Discover Link to be hosted in the Discover Section, Home Screen, or both options on the platform.
There is a limit of 6 Discover Links on the Homepage and it is recommended to have at least 8 in the Discover section.
Edit an Existing Discover Link
Step 1
Select Settings from the left side menu, followed by Discover Links.
Step 2
Select the three action dots next to the existing link you wish to edit and select Edit.
Step 3
Make desired edits and select Submit to save changes.
Creating Discover Link Categories
Set your discover links to stand-alone or group them together by categories, such as Health and Wellness.
Step 1
Select Settings from the left side menu, followed by Discover Links.
Step 2
In this section, you can add new categories or make changes to your existing discover link categories.
Add a New Category: Select Create New from the top right corner of the screen.
Edit an Existing Category: Select the three action dots to the categories far right, followed by Edit.
Step 3
Input your category details and select Submit.
An image is required to continue. Images should be a 1:1 ratio, or a perfect square. Step 4
Set the order in which the links appear in the category. From the Discover Link page, select Display Order to drag and drop the individual links to display in the preferred order.
Rearrange Discover Links within a Category
You can rearrange the order in which your Discover Links are listed within a category.
Step 1
Select Settings from the left side menu, followed by Discover Links.
Step 2
Next, select Display Order and a Discover Link Category. This will display any individual links within that category. Once again, you can drag and drop the discover links to rearrange them.
Step 3
Select Save Changes.
Setting Up a Shared Google Drive Folder as a Discover Link:
In order to create and access a Shared Google Drive, make sure you have a valid Google account.
Step 1
From your Google Drive account, select New then Folder.
Step 2
Title your folder something building occupants would understand. Then select Create. Example: <Property Name> Shared Documents
Step 3
Select the dropdown next to the name of your shared drive. Select Share.
Step 4
Configure settings by under General access. Located on the bottom right of the Share with Others box. Set the setting to Anyone with the link as Viewer.
Step 5
Upload any documents for occupants to view into your shared folder.
- From the shared drive screen select New and select the file you would like to add.
Step 6
Enter the link to this folder as a Discover Link in the Admin portal.
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