How to Configure the Board Area
The Board Area allows board members to post announcements, upload documents, view architectural, compliance, delinquency, and maintenance details. To enable this feature completely you will have to follow the two part process which is below.
Part One is where you enable the Board Area for the association (you will need to do this for each association you wish to enable the Board Area). Part Two is where you will create a group (such as the Social Committee or Tennis Committee) using Option A or use the pre-configured groups which includes the Board of Directors and Architectural Review Committee using Option B. The pre-configured groups also contain pre-configured positions for the group, those positions include President, Vice President, Secretary, Treasurer, and Member at Large. If you need to create additional positions follow steps 7-9 from Part Two - Option A. The last part is assigning a resident to a group position, this is how you enable access for a resident to the Board Area.
Enable the Board Area for the Association:
1. From the Administrator menu click on Association Settings2. Scroll to the right and click on the Edit button for the association
3. For the Display Permissions, under Board check the box for Enabled4. To allow the board members to create announcements check the box for Edit Announcements5. Click on the Save Display Permissions button
Create a Group, Position, and Assignment:
1. From the Administrator menu click on Board2. Chose an Association from the drop down menu3. Click on the New button4. Enter a Group Name, Display Order, and choose if the group should be Visible to residents on their dashboard5. Click on the Check button to save
6. Click on the Add Members button inside the newly created group
7. Click on the New Position button
8. Enter the Name, Term Length, Email Address, Telephone, and the Display Order for the Position (be sure to specify term length, the default is set to 0 so it will not end)9. Click on the Check button to save
10. To assign a member to the position click on the Assign Member button11. From the Available Contacts drop down select a member12. Configure the start and end date as necessary13. Click on the Check button to save
Use the Pre-Configured Groups:
1. From the Administrator menu click on Board2. Chose an Association from the drop down menu3. Click on the icon in the top right corner of the group that looks like three dots, select Edit Members4. To assign a member to the position click on the Assign Member button5. From the Available Contacts drop down select a member6. Configure the start and end date as necessary7. Click on the Check button to save
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