How do we set up our committee's Flex Strata portal?

Setting up a strata committee portal for the first time can feel like a bigger job than it is, mostly because committees imagine they need to digitise years of paper before they start. You don't — you can bring records across over time.

Steps to set up Flex Strata

• Start the free trial (no card required)
• Work through the setup wizard: building name and address, lot numbers, and any existing insurance details
• Upload your most important documents first — by-laws, the last AGM minutes, and current insurance certificate of currency
• Invite the rest of the committee with their roles (chair, secretary, treasurer, member)
• Decide, page by page, what your strata or building manager can see if you're keeping one
• Move any open maintenance jobs or compliance dates into the maintenance board and compliance register

What to bring across first

Don't try to migrate everything on day one. Prioritise anything with a deadline: expiring insurance, upcoming essential services checks, open maintenance jobs waiting on a quote, and any dispute that's already underway. Historical documents can be added progressively — owners will thank you more for a well-organised recent record than a dumped folder of everything since 1998.

Getting the committee comfortable

The biggest risk to any new system isn't the technology, it's adoption. Send a short message to the rest of the committee showing them the overview dashboard and the chair panel, and ask each person to look at just the pages relevant to their role — the treasurer doesn't need to learn the contractor register on day one. Because access is controlled per page, everyone can be added immediately without overwhelming them with everything at once.

After setup

Once the building, committee and starting documents are in, the natural next step is either your next meeting (bring the agenda in and let minutes draft themselves as you go) or clearing the maintenance backlog into tracked jobs with owners and due dates. Either way, you don't need to have everything perfect before you start using it — most committees find the system becomes more useful as records accumulate rather than needing to be complete on day one.