Create your organization and invite members

Everything starts with an organization: your HOA, garden community or garage co-op. Setting one up takes a few minutes, and inviting people takes one message.

1. Create your account

  1. Open the app and click Don't have an account? Create one.
  2. Enter your email and a password of at least 6 characters, then click Create account — or use Continue with Google.

2. Create the organization

  1. Click Create an organization.
  2. Enter the Organization name and Currency, and choose the country carefully: it sets the price, and it can't be changed later.
  3. Click Create, then confirm in Create organization?. The dashboard opens, and you are the organization's admin.
The “Create an organization” form: name, currency and country
Creating the organization: its name, currency and country.

3. Invite members

  1. Open Settings, find the Invite code and click Copy code. Send it to the community chat or pin it to the notice board.
  2. Each person signs up, chooses Connect to an organization, enters the code and clicks Request to join.
  3. Their request appears under Members in Pending join requests. Click Approve and choose Create a new member with a role, or Attach to an existing member if you already added them. Reject declines the request.
Settings with the organization’s invite code and the Copy code button
The invite code in Settings — copy it and share it with your community.
Approving a join request: create a new member or attach the login to an existing one
Approving a request: add the person as a new member, or attach them to the member you already set up.

Good to know

  • You don't have to wait for anyone: add members yourself and attach their login when they join, with their history already in place.
  • One account can belong to several organizations, with a different role in each.
  • Fill in Payment details in Settings — they are printed in every bill email, so members know where to pay. Money goes straight to the organization, never through CoreUnison.

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