Step 1: Check if the Owner Already Exists in the System
Go to My Community > Directory.
Type the owner’s first or last name in the search bar.
If your association has similar names, click on the name to verify the email address to confirm the correct user.
Step 2: Add the Owner to a Unit
If the owner is already in the system:
Go to CM > Owner List.
Use the search bar to type the unit number or address.
Once you find the unit, click “Add an Owner.”
Step 3: Assign an Existing Owner
In the search bar, type the owner’s name.
Click Select.
If this person will be the voting member for the unit, check the box.
Click Confirm.
Step 4: Create a New Owner (if not in the system)
If the owner is not already in the platform:
1. Click “Create a New User.”
2. Enter the following information:
Full First and Last Name
Email Address
Role: Select Standard
Group (if applicable): Select the group(s)
3. Check the box to send an invite.
4. If this person will be the voting member, check the voting box.
5. Click Create User.
💡 Reminder: Always confirm whether the user already exists before creating a new one to avoid duplicates in the system.
💡 Need Help?
If you encounter issues or need additional assistance, please contact our support team at: 📧 [email protected]