Adding Users to Accounts

Daniel Westendorf Updated by Daniel Westendorf

User access can be managed on the association or organizational account level. Where a user is granted access determines which accounts those permissions are applied to.

Users will receive an email inviting them to HOALife with a link to sign in. If the user is new to HOALife, they'll be prompted to set a password. If they've logged in before, they can use the password they've already created. 

Organizational Account Access

An Organizational Account is an account which manages many associations. Add a user at the Organizational Account level to grant them access to all associations underneath that account. If you manage many associations and are adding a co-worker to HOALife, this is the option you likely want. From the top-right of the window, click on your name and select Users. This option won't be available for self-managed associations.

Association Account Access

Add a user to the Association Account level to grant them access to a specific association, and only that specific association. This option applies to all self-managed associations or for adding users to associations in a scoped, piecemeal basis (such as a board member). If you manage many associations and are adding a co-worker to HOALife, this is likely not the option you want. From the top-left of the window, click on the Association name you want to add the user to and select Users.

Roles & Permissions

Determine what role to grant a user based on the permissions they'll need. View the specific permissions granted for each role. 

Having trouble signing in? Try resetting your password.

To see how to add users, view the video below:

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Administrator Permissions

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