Owner Directory

The directory is a tool that the board can enable that allows owners inside the HOA to see contact information for all the owners in the HOA that have enabled their contact information to be shared with the entire community. Board members can control which information is publically shown inside of the owner portal for owners to see when they login to their account. See screenshot

As you can see above, the board or team member that has access to the management dashboard of the HOA can click on Tools>Directory to manage the information shown on the owner directory. If the board or team member wants to turn all information off, he/she would need to slide all the radio buttons shown above with red arrows to the “OFF” position. If the radio button is turned on, it will show all owners listed for other owners to see when they are logged into the software. If as a board member you receive a call or email from an owner that says they do not wish to share their information on the owner directory, you can “uncheck” the box next to their name on the page shown above or the owner can login to their account and manage their information settings through their own owner portal. See below

As an owner, you can manage your directory settings and choose which information you would like to share with the entire HOA community. To manage these settings, from your owner portal click on the side menu item called “Directory” and then simply slide the radio buttons to on/off for each information field you would like others see or not see.

See screenshot below: