There is a person on our board that i do not want to have access to the accounting part of the software, how can i make it so they are not able to access reports and change transactions?

1 min. readlast update: 09.02.2025

The EasyHOA software has four different access levels or user types: Property Manager Admin, Property Manager, HOA Manager, and limited user. You can edit specific accounting level permissions on the following user types: 1- Property manager admin 2- Property manager 3- HOA manager When setting up one of these types of users as a new team member in your HOA, you can control which accounting features they are permitted to read(view only) and modify(edit). The functions of accounting that can be given or taken away are related to the following categories 1- Accounting Transactions, Chart of Accounts, Reconciliation of Budgets, Bank Account Connection 2- Accounting Reports Note: When Property manager admin, Property manager, or HOA managers are created, the permission levels default to all accounting access given. Meaning, these 3 user types, when created will be able to view and edit To see screenshot visualizations of how to turn these permissions on/off visit https://support.easyhoa.com/user-permissions-accounting/

Was this article helpful?