User Setup

Adding Users to Accounts

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 i…

Daniel Westendorf
Updated by Daniel Westendorf

Administrator Permissions

Billing. ☑ Modify payments. ☑ View payment status and receipts. Account Administration. ☑ Add new association accounts. ☑ Modify existing association accounts. ☑ Delete association accounts. ☑ Invite…

Daniel Westendorf
Updated by Daniel Westendorf

Architectural Committee Member Permissions

Billing. ☐ Modify payments. ☐ View payment status and receipts. Account Administration. ☐ Add new association accounts. ☐ Modify existing association accounts. ☐ Delete association accounts. ☐ Invite…

Daniel Westendorf
Updated by Daniel Westendorf

Architectural Committee Voter Permissions

Billing. ☐ Modify payments. ☐ View payment status and receipts. Account Administration. ☐ Add new association accounts. ☐ Modify existing association accounts. ☐ Delete association accounts. ☐ Invite…

Daniel Westendorf
Updated by Daniel Westendorf

Board Member Permissions

Billing. ☐ Modify payments. ☐ View payment status and receipts. Account Administration. ☐ Add new association accounts. ☐ Modify existing association accounts. ☐ Delete association accounts. ☐ Invite…

Daniel Westendorf
Updated by Daniel Westendorf

HOALife Dashboard Tour

Take a quick tour of your HOALife Dashboard to see where key features are located as well as your initial setup as a User. Be sure to check out our other tutorials here at help.hoalife.com to learn m…

ngugel@hoallife.com
Updated by ngugel@hoallife.com

Inspector Permissions

Billing. ☐ Modify payments. ☐ View payment status and receipts. Account Administration. ☐ Add new association accounts. ☐ Modify existing association accounts. ☐ Delete association accounts. ☐ Invite…

Daniel Westendorf
Updated by Daniel Westendorf

Manager Permissions

Billing. ☐ Modify payments. ☑ View payment status and receipts. Account Administration. ☑ Add new association accounts. ☑ Modify existing association accounts. ☑ Delete association accounts. ☑ Invite…

Daniel Westendorf
Updated by Daniel Westendorf

Notification Preferences

HOALife provides notifications for actions you, others, or the system take that changes data in meaningful way. The notifications can be displayed in the web UI only, or via email, depending on your…

Daniel Westendorf
Updated by Daniel Westendorf

Read Only Permissions

Billing. ☐ Modify payments. ☐ View payment status and receipts. Account Administration. ☐ Add new association accounts. ☐ Modify existing association accounts. ☐ Delete association accounts. ☐ Invite…

Daniel Westendorf
Updated by Daniel Westendorf

Reset Password

If you forgot your password, you can easily reset it by visiting: https://app.hoalife.com/users/password/new This will trigger a password reset link to be sent to you via email. Click the time sensit…

Tom Normand
Updated by Tom Normand

Staff Permissions

Billing. ☐ Modify payments. ☐ View payment status and receipts. Account Administration. ☐ Add new association accounts. ☐ Modify existing association accounts. ☐ Delete association accounts. ☐ Invite…

Daniel Westendorf
Updated by Daniel Westendorf

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