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Manage a place: documents, links, members and settings

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Written by Vinayak Bhaskar

This article is for the Homepass new app. If you are still using the Homepass Legacy app, see the Homepass Legacy app articles instead.

This article shows you what is on a place's details screen in the Homepass new app and how to manage its brochure documents, links, member requests, members, visibility and archiving.

Important points

  • The place details screen holds Inspection tools, Performance, Member requests and Members.

  • Brochure documents are limited to 3MB in total.

  • Visibility has three settings: Open, Private and Secret.

  • Archiving a listing does not remove its members. Any member of the listing can restore it.

Simplified Process

  • Brochure documents: Places -> open the place -> tap the property address -> cog -> Documents -> toggle documents on, or Add document

  • Member requests: Place details -> tick to approve, cross to deny

  • Add members: Place details -> Add members -> tick the people -> Add

  • Visibility: Open the place -> property address -> cog -> Settings -> Open, Private or Secret

  • Archive: Open the place -> property address -> cog -> Settings -> Archive listing -> confirm

In-depth Steps

1. Open the place details

  1. Tap Places and open the place.

  2. Tap the property address at the top of the place to open Place details. A banner at the top shows any new member requests.

  3. Inspection tools has Brochure, Performance snapshot for vendor, Email activity report and QR code.

2. Brochure documents

  1. Under Performance, tap Documents.

  2. Toggle a document on to include it in the digital brochure. The total size is limited to 3MB.

  3. Tap Add document to upload another.

  4. To remove documents, tap Delete docs, tick the documents, tap Delete and confirm.

3. Communications links

  1. Under Performance, tap Communications.

  2. Brochure links lists the links to the place's brochure. Custom links lists any other links added for the place.

4. Member requests and members

  1. Under Member requests, tap the tick to approve a request or the cross to deny it.

  2. Under Members, tap Add members, search by contact or place, tick the people to add and tap Add.

  3. Tap a member to see their details.

5. Visibility, archiving and leaving

  1. Open the place, tap the property address at the top, tap the cog, then Settings.

  2. Under Visibility choose Open (non members can join), Private (non members must request to join) or Secret (only members can find it and must be added manually).

  3. Tap Archive listing to archive the place. Members stay on the listing, and any member can restore it.

  4. Tap Leave listing to remove yourself from the place.

6. Visits and activity on a place

  1. Tap a contact's name in the place's contacts list to open their profile and add notes.

  2. Tap the three dots (...) next to the contact for Send documents and Inspection notes. Delete activity removes that visit record.

Related articles

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