The Main Owners Page of the EasyHOA Software

When you are logged in to the EasyHOA software in the main menu on the left hand side you will see the main menu item called "owners". If you click on owners it will take you to the main owners page of the Easyhoa software. The main owners page lists all that owners that are currently set up in the software. The main owners page is different than a specific page for an individual owner. When you click on owners from the main menu you are taken to the "owners" page of the software. At the top left of this owner's page is a "search bar" where you can search for a specific owner. This is how you find a specific owner that you want to work with. To the right of this search bar on the owner's page is a filter dropdown where you can filter the list by: all, board members, committee members, unit owners, primary owners, and archived. To the right of this filter dropdown option is results filter dropdown option, where you can change the size of the results of the owner list on the owner's page to show either 15, 25, 50, or 100 results. To the right of this results filter dropdown is a button called "Add owner" if you click on this add owner button you will be taken to the "add new owner" page. This is where you would add a new owner into the software. At the top of the this add new owner page is a section titled "Owner Information". In the owner information section you will see the following fields that you can fill out to create the owner: first name, last name, phone, address 1, address 2, city, state, zip, email and notes. Below this owner information section is titled section called "owner login email", under this owner login email section is where you will enter the password and confirm password fields. This is where you create the password for the owner so that the owner can log in to his owner account. Once you have filled out of these fields on the add new owner page you will click the "create" button at the bottom right. This will create a new owner in the software. On the main owners page of the software to the right of the "add owner" button is a button called "Export CSV", if you click on this export csv button the software will create and download a csv file to your computer based on the current list of owners below on the page. So for example you could filter this page to only show board members by using the filter dropdown option at the top and then once this page has been filtered and only showing board members you could click on the export csv file that would create a csv file of only the board members. On the main owners page of the software below the search bar is a list of all the owners. This list is organized with the following column titles: first name, last name, email, phone, unit name, unit, lot number status, and archive. If you click on the first name, last name, email, or phone of the owner you will be taken to that specific owners account page. If you click on the archive garbage can icon to the right of an owner this will archive that owner so that they don't show up on any lists or reports anymore. The only way to find an archived owner account would be to select "archived" in the dropdown filter option at the top of the main units page. On the main owner page of the software, after you search for a specific owner you want to work with, you will click on the name of that owner. When you click on the name of that owner it will take you to that specific owners account page. When you are on the specific account page for an owner you will see at the top left of the page the following buttons: Owner, payments methods, documents, and edit profile. Let me walk you through what each of these buttons do at the top of the account page for an owner. If you click on the first button called "owner" you will be taken to the main account page for the owner. This can be useful for when you are one a different page like the documents page but want to get back to the main account page of the owner. To the right of the owner button is a button called "payment methods". When you click on this payment methods button located on the account page of an owner it will take you to the "payment methods" page. This payment methods page is where you manage the payment accounts for the owner. From this page you click on "add payment method" which will take you to the page where you can add a payment method to the owner account. You can add an ACH or credit card payment method. After you enter the new payment method information you will click on the "Save" button at the bottom right or you can click on the "Cancel" button at the bottom left. Right below this "add payment method" button on the payment methods page is a title called "payment accounts". Below this payment accounts section you will see a list of any payment accounts that have been saved previously with the following column titles: type, account, full name, email, auto pay, edit, delete. For a payment account to be used as the account charged when the owner or unit is on auto pay make sure the check box under the auto pay column is checked for the specific payment type. You can also edit or delete the payment accounts here by clicking on the edit or delete icons out to the right. On the account page for a specific owner and to the right of this payment methods button is a button called "documents". When you click on the documents button it will take you to the documents page for this specific owner. Note both the owner and the unit have their own specific documents pages where the documents you upload will only apply to the unit or the owner. When you are on this documents page for the account page of a specific owner you will see a search bar at the top where you can search for a specific document. To the right of this search bar is a button called "add folder" This is where you would add a new folder for this owner. Note you will need to add a new folder before you can upload documents for an owner account. Below the search bar the documents tale is organized with the following column titles: order, name, date, shared w/owner, shared w/website, no. files, actions. On this page you re-order the folders by dragging the folders up or down using the order icon. You will see on this page that the shared w/owner and shared w/website columns say N/A. This is because any documents you upload to the account page for a specific owner will be available to that specific owner when they log in to their owner account. And then any documents uploaded to the account page for a specific owner are not able to be shown on the website. To the very right of this table under the actions column you can click on the three dots to delete or edit the folder or file you are working with. When you are on the documents page for a specific account page of an owner you click on the name of the folder to take you to the contents of that folder. When you click on the name of the folder you will see any files that have been uploaded to the folder, with a view column. Under this view column is a small icon with a box and arrow. If you click on this box arrow icon it will open up that document your computer. You can also click on the delete icon out to the right of file to delete the file. You will also see a search bar at the top where you can search for files contained inside of the folder. Out to the right of this search bar is button called "add subfolder". If you click this add subfolder button you will be adding a folder inside the folder you are currently in. To the right of this add subfolder button is an "add file" button. If you click on this add file button a box will pop up where you can upload a file from you computer. On the account page for a specific owner to the right of the documents button is a button called "edit profile". If you click on this edit profile button you will be taken to the edit profile page for the specific owner account you are on. On this edit profile page you edit the following owner information: first name, last name, phone, address 1, address 2, city, sate, zip, and email. When you update the email for the owner it will update the login email as well. Below this owner information section is the "owner login email" section where you can click on the "send reset password email" button. After If you click on the send reset password email button a link will show up below this send reset password email called "change password". If you click on this change password link you can manually change the password for the owner. On the account page for a specific owner below the buttons of owner, payment methods, documents and edit profile are some titled sections that show specific information for the owner. The first titled section at the top left is called "profile picture". To upload a picture under this section click on the big profile picture icon that looks like a person and then click on the little icon that looks like a camera and says "update", this will bring a box up where you can upload an owner photo to this profile picture section. To the right of this titled profile picture section is a titled section called "owner information". At the top right of this owner information section is a button called "edit". If you click on this edit button it will take you to the edit profile page of this owner account page. Below this titled section of "owner information" is the name of the owner with an icon to the right that says active or in-active. This is how you know whether this owner is an active account or not. Below the owner name is the email address and then the phone number. To the right of the phone number you will see a button called "call owner" and "view text messages" these buttons show up if your HOA has setup the phone number for the HOA under the phone page. If the HOA has not set up their phone number yet these buttons will be hidden. Below the phone number is the address, below the address is the last login information with a toggle button called "login enabled" out to the right where you can toggle on or off whether you want this owner to be able to log in to their online owner account. On the account page for a specific owner below the "profile picture" section you will see the following menu titles: Email, Text, Phone, System Notifications. If you click on the email title you will see right below this section an email inbox for the owner. This inbox shows any emails that have been sent back and forth between board members and the owner from this page. As part of this inbox you can select at the top left to view the inbox, sent emails, or archived emails. If you select the checkbox to the left of a specific email you will see three new icons pop up at the top of the inbox next to the search bar. After you check the checkbox next to an email you would click on these icons to archive, mark as read, or mark as unread. To the right of these three icon boxes is a search bar where you can search for a specific email. To the right of the search bar is a button called "compose" this is where you would compose a new email to this owner. To the right of the Email title is the Text title. If you click on the text title you will see a text box pop up below where you text the owner with a history of the text conversation. To the right of the Text Title is a Phone title. If you click on this phone title you will see a table dropdown below that shows a history any phone calls made between the owner and the HOA. Note the software can only keep track of calls if they were made through the software. The phone history in this section is a table with the following column titles: from, to, status, date, recording. The recording column is where you can listen to an access the recording of the phone call. At the top left of this phone table is a button called "instructions" if you click on this instructions button it gives the following instructions, "When using this calling platform you can call owner from different phones however it will always show the HOA caller ID. Click on the owner you would like to call, you will then confirm your phone number that you want to use for the phone call as well as confirm the phone number your are calling. Then we will call you and then call "the customer" from the HOA phone number. If your association does not have a phone number, click on "Config Phone Number" to start." To the top right of this phone section is a button called "make a call". This is how you could iniate a phone call through the software to this specific owner. To the right of the Phone title is a title called System Notifications. If you click on system notifications you will see a table with all the notifications that the software has sent out automatically. These notifications are dependent on whether they are turned on or off but are typically noticifcatiosn like email invoices, payment receipts, and past due notifications that the software can send out automatically. On the account page for a specific owner below these titles of Email, text, phone, and system notifications is a titled section called "Units". This units section shows any units that this owner is assigned to in the software. The table under this units section has the following column titles: unit, primary owner, authorized voter, balance, autopay - with a manage button, and then at the far right is a "make a payment" button where you would be taken to the make a payment page for this unit. At the top right of this units section is a button called " multiple units payment". If you click on the multiple units payment button it will take you to the payment page where you can pay multiple units at the same time. To the right of this multiple units payment button is a button called "add unit". If you click on this add unit button a box will pop up where you can select a unit to assign to this owner or create a new one. Note if the owner has been created in the software but the unit they are in has not been created yet you will need to create the unit first before you can assign a unit to an owner. You can also assign multiple units to one owner. On the account page for a specific owner below the titled owner notes section is a titled section called "owner notes". The owner notes section shows all the internal notes that have been added to this owners account. To add a new note click on the + icon at the top right of this owner notes section.