Users & Groups

Adding users to your site

Configure resident registration methods and manually add or invite user accounts from the Users & Groups admin area.

Assigning admin access to modules

Grant full or limited admin access by assigning users the Administrator role or configuring a custom group with specific module permissions.

Assigning users to groups

Assign residents to groups individually from their user profile, or add multiple members at once from the Groups admin screen.

Creating custom user groups

Create custom user groups to extend built-in roles, control site access, segment members for communication, or form social groups.

Differences between the user roles

Overview of the five user roles - Renter, Resident, Editor, Board, and Administrator - and the access permissions each role grants.

How do I change my password?

Update your community website password by signing in, navigating to My Account, and saving a new password in Update Profile.

How do I create an area of the site for Board Members only?

Set up a board-only section of your site by creating a restricted menu and assigning pages to it using the Menu Builder.

How do I remove a resident account from the site?

Remove a resident account by finding the user in the admin Users list and clicking the Delete button at the bottom of their profile.

Inviting users to your site

Send email invitations to residents so they can register without waiting - then track pending invitations and re-send them from the Users admin.

Making someone a site administrator

Assign full administrator access to any user account by selecting the Administrator role during user creation - there is no limit on admin accounts.

Restricting registrations to residents only

Prevent non-residents from registering by setting an access code that residents must enter to create an account on your site.

Sample Terms of Use

A customizable Terms of Use template to adapt for your community website - consult your HOA attorney before publishing it.

Understanding User Roles & Groups

Overview of the five default user roles and the Groups feature, which extends role-based access for social groups or profile types.