8.07 Council of co-ownership

Modified on Tue, 24 Dec, 2024 at 8:47 AM

In HOA management you can allocate roles to members of your council. 



To do this, follow these steps:


    1. Go to the tab buildings and click the building of your choice.

    2. Click on the button HOA management in the top right.

    3. This brings you to the page settings, scroll down to the bottom till you see the following card.




   4. To add a member to the council, click on the '+' (create) icon.

   5. Select a contact or company and assign a role, you can choose between the following three roles. To go back and see how to create a new building or contact, you can go to 8.04 Create and manage buildings or 8.02 Create and manage contacts

  • Member of the council of co-ownership
  • President (the person assigned this role will be albe to sign the meeting report along with the property manager)
  • Auditor      

   6. After saving, you can search and filter between the different contacts/roles.



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