Overview of the Setup Menu

Last updated: August 28, 2026

  • Charge Codes - Charge codes are the billing codes utilized by your institution to specify how housing fees should be billed for a residency.
  • Roles - Roles dictate access to specific areas of the Housing.cloud platform. Among the roles you might consider implementing are Super Admin, RA roles, Facility Role, and others. It's important to consider whom you wish to grant access to the platform in order to determine the necessary roles.
  • Forms - All forms created within Housing.cloud are located in the Forms section. This encompasses applications you've constructed and any additional forms you require students to complete.
  • Housing Cycles - A housing cycle denotes the timeframe during which your housing operations take place. For your institution, this timeframe may align with semesters or follow a rolling cycle, but it must correspond to your operational needs.
  • Rulesets - Rulesets comprise a collection of rules created for a housing cycle, which can be utilized again for subsequent housing cycles.
  • Tags - Tags serve as a method for creating groupings within the Housing.cloud platform. This robust feature enables you to establish rules based on various tagged criteria. For instance, in your application process, you might require students to specify their classification. Utilizing tags, you can implement a rule stipulating that only students tagged as freshmen can be assigned to other freshmen.
  • System Configuration - The system configuration feature enables you to incorporate branding for your institution. Here, you can upload your institution's logo, define authentication preferences, and specify room condition operations. Kindly consult your Customer Success representative regarding the authentication settings established for your institution before modifying this screen.
  • Profile Fields - The profile fields enable you to establish a collection of custom fields specific to each student. This data supplements information from the SIS and allows you to gather additional details directly from the application.
  • Integrations - The integrations section is where collaboration with your IT team occurs to configure the integrations that are prioritized for your implementation. Please consult your customer success representative to explore your integration options further.
  • Inventory Management - Inventory Management is the section where all housing inventory is uploaded into the housing.cloud platform. Here, you'll discover details regarding the buildings, suites/rooms, and furniture for which you have provided information.
  • Document Templates - Document templates enable you to upload any templates for documentation or communication that you wish to include in your housing operations.
  • Task Management - As an administrator, any tasks you need to address based on student feedback will be accessible in the task management section of the platform.