Adding a Board Member to the System

Navigation: Corporation Details > Manage Directors
Purpose: Creating and managing Board Member accounts

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Board Members are managed through the Manage Directors module in Accounting. Once a Board Member is added here, their information is automatically synchronized with the Community Website, if your team utilizes them.

First they will need to be added as a Director in Accounting. Navigate to Corporation Details > Manage Directors. Click on the blank line at the top of the Manage Directors module and fill in the Director information,

Once the Director has been saved, their role will automatically be updated to Board Member on the Unit Administration page. 

Note: Board Members can be added as any of the following:

• On-site/Off-site Owner(s)
• Tenant
• Non-Resident Board Member (leave the Unit field blank when creating a Non-Resident Board Member).

If the Condo has an active Community Website, the Board Members will automatically be granted access to Board-only features, such as the Board Document Library and any other modules configured with Board Member permissions.