How to Create an Announcement as a Board Member
As a board member you can post announcements either for only board members, only residents, or for both.
1. Click on Go to Board Area
2. Click on Announcements
3. Click on the New Announcement button
4. Enter in the information as necessary
5. Click on the Save button
Create an Announcement as an Admin
As an administrator, you can manage all of your associations' announcements from one central location. Once logged in as an admin, click Announcements in the left-hand menu This screen will show all your announcements. Click the green button on the ...
How to Manage the Document Library as a Board Member
As a Board Member you have the ability to create new folders with the option to select whether it is visible by board members, residents, or both and upload documents. How to create a folder and add documents: 1. From the menu click on Go to Board ...
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 ...
How to Update A Board Member's Name
If you have a board member whose name is not displaying correctly on the portal, you can follow these steps to edit the display name of your board members. You may need to do this in a few different scenarios. For example, you may have the board ...
How to Assign a Board Member
Please note that if you are using Caliber, you will set board members within your Caliber system. On the menu, click on Board Select the Association you'd like to edit Click the three vertical dots in the upper right-hand corner of the group you'd ...