[Caliber] Architectural module
This availability is only for customers who are using Caliber as their accounting software.
The architectural module now allows residents to create requests from the website and board members who are authorized signers can approve or reject homeowner requests. Residents have the capability to attach documents when creating the request and if there is a board approval step, the request can be processed from My Board Area then Architectural. To ensure board members have access to this area, please be sure to give the board the Architectural Admin role. Only the board members who are authorized signers from Caliber have the ability to approve or reject a request.
Give the board the Architectural Admin role
1. Click on the Welcome "yourname" menu
2. Click on My Board Area
3. Click on Manage the Board Members
4. Select the Manage Groups tab
5. Click on the pencil icon to edit the board group
6. Put a check for the Architectural Admin role
7. Click on Save Settings
To configure the Architectural Settings see the steps below. Click the Welcome "Your Name Here" menu Select Site Admin In the first row of tabs, click Modules In the second row of tabs, select Architectural Set up your desired configuration using the ...
To configure the Compliance Settings see the steps below. Click the Welcome "Your Name Here" menu Select Site Admin In the first row of tabs, click Modules In the second row of tabs, select Compliance Set up your desired configuration using the ...
Documents from Caliber not displaying
From Caliber the permissions are not set correctly. The root folder is set to no permissions but the branches are set correctly. You have to set EACH folder correctly. Right click on the folder and you will edit the permissions in Web Documents ...
Configure Member Settings
To configure the Member Settings see the steps below. Click the Welcome "Your Name Here" menu Select Membership Click the Configure Member Settings link Configure Site Settings: Show Member Home Page: Allows logged-in members to view a ...
Does Caliber send a email after making a payment online?
Caliber will send a confirmation email after a online payment has been made.