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Onboarding Guide

Last Update hace 9 meses

Self-Onboard Your Community to CiviQ Agent Help to Onboard Your Community

Self-Onboard Your Community to CiviQ

A simple guide to creating your community's free account and logging in.

Support Staff

Last Update hace 9 meses

Thank you for choosing Civiq, your all-in-one solution for modern community living. Civiq is designed to help you and your fellow residents manage your gated community, apartment complex, or society with unparalleled ease and efficiency.​This guide will walk you through the key features of Civiq, helping you streamline everything from daily tasks to major events. Whether you need to send out a quick notice, handle payments, or keep track of visitors, Civiq provides the tools you need to build a more connected and harmonious community.


Accessing the Account Creation Page

Go to the CiviQ onboarding URL https://civiq-web-dev-ci-as.azurewebsites.net/


What Happens Next

  • The Sign-in Page Opens: When you go to the Civiq website address, the very first page you will see is the Sign-in page.
  • ​Look for the "Sign in" Box: In the center of the page, there is a clear box with a "Sign in" title at the top. This is where existing users enter their email and password.
  • ​Find the Account Creation Link: Directly below the "Sign in" title, you will see a question that says, "New to Civiq?" Next to it is a clickable link that says "Create an Account for Free."

  • ​Click the Link: You will need to click on that "Create an Account for Free" link. This is the only way to start the process of making a new account for your community.
  • ​The Onboarding Page Appears: After you click the link, the website will take you to a new page called "Onboard Your Community." This is the beginning of the four-step process. The first step, "Basic Info," will be active and ready for you to enter your community's details.
  • Fill in Basic Information: You'll be taken to the "Onboard Your Community" page, which is the first of four steps. You will need to provide basic details about your community, including the community's name, type (Apartments, Villas, or Others), and full address.

Then Click on Save & Proceed Next.

​Choose a Plan

The next step is to select a plan. You can choose from four different plans.


  1. ​Free Plan: No cost for 2 weeks. This is a comprehensive community management solution.
  2. ​Basic: A monthly plan that's perfect for small communities with basic management needs.
  3. ​Professional: An annual plan with advanced features for growing communities.
  4. ​Enterprise: A complete solution for large communities.

To get started, click the "Confirm" button next to the Free Plan option and then  "Save & proceed Next".

  • ​Payment: If you selected the Free Plan, you will not have to provide any payment details at this step.
  • ​Governing Body: This is the final step. You will need to add the President and other members of the Governing Body, including their Name, Email, Phone, Password, User Type and Gender. 

Below you will see there is an option to add a Secretary and a Treasurer as a part of community's governing body these roles are optional and can be added or modified at any time from the dashboard.

Here for example we will be demonstrating the process for the Security body.

  • You need to add details in the Secretary body or including their Name,Email,Phone number, Password, User type, and Gender.
  • Then Click on "Save & Proceed Next" so that your account will be ready to use.
Confirm Submission
  • ​A pop-up window titled "Confirm Submission" will appear on your screen.
  • ​This window is a final chance for you to review all the details you have entered during the four-step onboarding process.
  • ​Look carefully at the information displayed, including the Community Name, Type, Address, and the plan you selected.
  • ​The message "Ready to create your community account? Please review your details before proceeding." will be at the top of the pop-up.
Create Account

​If you are satisfied that all the information is correct, click the blue button that says "Yes, Create Account" to finalize the process.​If you need to make any changes, click the "Cancel" button to go back and edit your information.

Account Created Successfully

After you click "Yes, Create Account" a new window will appear with a green background and a large checkmark.​The message "Congratulations! Account Created Successfully" will be displayed.​It will also show the Community Name that you entered.​Below the name, a message will confirm: "Your community account has been successfully created and is ready to use."

Login & Access Dashboard​

At the bottom of this "Congratulations" screen, there is a prominent button.​Click the button that says "Login & Access Dashboard".​This will take you to the main login page. 


There are two options for Login into CiviQ.

Option 1: Enter Your CredentialsIn the "Sign in" box, you will see two fields.
  • ​In the top field, enter the Email that you used when you created the account.
  • ​In the bottom field, enter the Password that you set for the President's account.
​After you have entered your email and password, click the large "Sign in" button to log in.

Option 2: Secure Login with OTP

  • ​For a more secure login, you can also use the "Secure Login with One-Time Password (OTP)" option.
  • ​Click the "Sign in with OTP" button. An OTP will be sent to your registered email or phone number.
  • ​Enter the OTP in the provided field and click "Verify OTP & Sign In".

Following OTP verification, you will be granted secure access to your CiviQ dashboard.

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