How to Enable the Board Area
By enabling the board area you can give board members access to the Board Area. The Board Area allows board members to post announcements, upload documents, view architectural, compliance, delinquency, and maintenance details. By completing the steps below you are globally enabling it for all new associations that are added in the future. To enable for existing associations please follow the steps in this article
How to Globally Enable the Board Area
1. From the Administrator menu click on Company Settings
2. Under Display Permissions put a check in the box for Enabled under Board
3. If you would like to give board members the ability to create announcements, put a check in the box for Edit Announcements
4. Click on the Save Display Permissions button
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 ...
How to Add or Delete Board and Committees Members
This article will show you how to set up your board of directors and other committees as well as how to remove a board member from their position. Navigation: Login → Welcome → My Board Area → Manage the Board Members Board/Committee Set-Up: ...
View Aging Report as a Board Member
Board members whose community utilizes TOPS [ONE] as the accounting system can easily access an aging report on demand. Please follow these steps to view this information: Once logged in, click the Go to Board Area link. Please note that in order ...