Skip to main content

Recommended Settings for HOAs

These are the settings we recommend for HOAs. They keep resident records accurate and leave the important changes to your board.

You’ll find everything below under Settings in the top navigation bar.

Set your season dates

  1. Go to Settings, then select General Settings under Site.

  2. Set the Season Start Date and Season End Date to the days your amenities open and close.

  3. Click Save.

⚠️ Heads up: Season dates also control when house guest (nanny) passes are active. Keep both dates in the same calendar year.

Choose what residents can change

  1. Go to Settings, then select Member Account Settings under Members.

  2. Turn on Require Emergency Contact Info.

  3. Turn on only the account screen tabs your HOA uses. Residents won’t see the others.

  4. Set these options:

    • Allow Users to Edit Members: Off

    • Allow Users to Delete Members: On, so homeowners can remove people who’ve moved out

    • Allow Users to Change Username: Off

    • Allow Users to Edit Address: Off

    • Allow Users to Change Primary Contact: On

    • Require Primary Contact Email: On

    • Restrict Number of Members Users Can Add by Account Type: On. You can still add extra members yourself when needed.

    • View Required Field Errors when Switching to an Account: On, so you see the same missing-info warnings your residents see

  5. Set the photo, date of birth, and member type options:

    • Require Picture: On for all member types

    • Adding new photos: Always

    • Changing existing photos: Only outside the active season, or never if your board manages photos

    • Date of birth: Required for children. Allow edits only outside the active season.

    • Changing member type: Allowed, limited to your HOA’s approved member types

  6. Click Save.

Customize the messages residents see

  1. Go to Settings, then select Messages under Site.

  2. Add your management office’s phone number or email to the Inactive Account Message, Lost Login/Pass Screen Message, and Password Reset Link Error.

  3. If you’d like, add a short note to Login Form Instructions, such as which email address residents should log in with.

  4. Click Save.

Hide payment status from residents

Most HOAs hide paid and unpaid status from residents and show a status badge instead. To set it up, see HOAs: Hide Payment Status and Getting Started with Member Splash for HOAs - Part 1.

Turn on the member directory (optional)

If your HOA wants residents to see a member directory, see Settings: Directory Settings.

Related articles: HOAs: New Season Checklist · HOAs: Introducing Member Splash to your Residents · Getting Started for HOAs - Part 3

Did this answer your question?

Related Articles