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 2 months ago 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 6 months ago by Daniel Westendorf

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 6 months ago 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 6 months ago 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 1 month ago 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 6 months ago by Daniel Westendorf

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