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