How to create a login and password for a member/owner in an HOA

This tutorial will help you understand what the process is for setting up a member/owner with a login and password to their owner account so that they can view their billing information, set themselves up on autopay, initiate HOA requests, participate in voting and in surveys, etc…

Step 1: After you have created the member/owner and have assigned that member/owner a unit(sometimes this is done through an automated import file) you need to add an email address to their account(this is also sometimes added through the import file). If you need to manually add the owners email address into the system, simply click on “Owners” on the side menu in the administrative/board member login. Select the owner that you wish to give access to their online account. Click on “edit profile”. If they do not have an email address you need to add it in.

Step 2:

Once you have added the member/owner's email address you can either direct the member/owner to a webpage where they can create their owner password or you can create a password for them. We recommend that you direct the member/owner to the page where they can create their own password. The page you would need to direct them to is:

https://app.easyhoa.com/login.html

If you choose to create a password for them you will add it right here:

(Hint: The best way to share this link is by sending it as a mass email to all members of the HOA via the pre-built template called “New User Setup Email”)