hoa portal Support

After you have registered, enter your username and password to log in. The first time you log in, you will see two red info boxes on your screen.

1. Hover your cursor over account name to view Account Number and Address. 
2. Click an item to assign as your top Quickview. 

Your Quickviews allow you to view pertinent information on your Home Screen. 

1. If you would like Profile information to show in your top Quickview, click Profile. 
2. If you would like to have Accounting show at the bottom Quickview, simply click Accounting. 
3. You can change any Quickview selections by clicking the X in the upper right corner of the Quickview and make new selections.

On the left hand side of the Home page you will see the following options:

1. Primary Account - Owner Ledger. Located on the top left side of the home page, you will see your account balance. You will also see a Pay Now button tahat will allow you to make a payment on your account. 
2. Below the Owner Ledger you will find recent Compliance items. 
3. Finally, you will find see the Maintenance items. This area displays issues pertaining to your unit and common areas within the association. 

Within your Profile, you can view or update any profile or contact information. 

1. Email: add, edit, or delete a record.
2. Phone: add, edit, or delete a record.
3. Address: make mailing address same as unit address, edit mail to, edit mailing adddress. 
4. Account: edit date of birth, view portal username, change portal password. 
5. Family: add family member record. 
6. Mailing: allows you to decide how you would like to recieve your correspondence. You can select Mail, Email, or Both. 

In Accounting, you can view account history and pay your balance. 

1. Pay balance. 
2. Setup and manage auto payments.
3. Adjust how many items are shown per page. 
4. Print your Account History. 

Within Compliance you will be able to view current and past violations issued on your property.

Filters and Controls:

1. Current Items: magnifying glass displays violation details. 
2. By default, it only shows current items. If you would like to view past violation items, you can select All Items. 
3. You can adjust how many items are displayed per page. 
4. You have the ability to clear column sorting. 
5. You can also Print your Compliance History. 

Within Maintenance, you will be able to see Maintenance Items for your Unit and for Common Areas in the Association.

1. Current Maintenance Items: magnifying glass displays maintenance details and the camera displays pictures associated with that maintenance issue. 
2. If you would like to view History select All Items. You can submit a New Service Request. You can also adjust how many items are displayed per page, clear sorting, and print your Maintenance History. 

Within Architectural you are able to view all Architectural items.

1. View All items:  The agnifying glass shows Architectural Proceedings. 
2. The Submit New Architectural Request button is available on the left hand side of the screen. 

Within Web Links, you will be able to view any Links or Emails that are available to you. 

1. Link Tree: available links will categorized in Folders. 
2. Select Folder: clicking the link will direct you to the website. 

Within Documents, you will be able to view any Documents that are available to you. 

• Document Folders: select folder and download the available document. 

The Directory is a tool utilized to view fellow Owners or Board of Directors Contact Information.

*If you would like to opt out of this please complete the form below. 

Filters and Controls

1. Owner Directory
2. Board of Directors Directory: you can adjust how many items are displayed per page and you can clear column sorting. 
3. Notifications: mark as read or unread, clear notifications, select number of items per page, and/or print.