Portal Account HowTos for Boards

Board Members: 

  • Please log into your portal account and look on the menu for these same Board Member How-Tos in the Board section.  
  • Please review Owner How-Tos for those sections of the portal open to all owners.
  • Please report any broken links below to your association manager.

Board Member Topical Tutorials:

Board Member Portal Training Session Recording (March 9, 2023):

  • Board Portal Training Recording 2023-0309
    •       0:30 Owner Login/Registration
    •       0:55 Portal How-Tos
    •       3:00 Board Area Availability
    •       5:25 Dashboard
    •       7:45 Dashboard/My Board Tasks
    •       8:45 Board Area
    •       9:30 Board Action Items (Violations, ARC Requests, Association Tasks, Work Orders/Service Requests)
    •      17:50 Board Action Items (multiple attachment viewing)
    •     33:20 Homeowners List/Accounts
    •     44:15  Violations (all grid setup)
    •     45:45 Work Orders/Service Requests
    •     47:30 Collections
    •     52:00 Bank Accounts
    •     57:50 Reports
    • 1:08:00 Documents
    • 1:11:15    Directory
    • 1:24:20  Billing (and Payments)
    • 1:30:00  My Items (and Requests)
    • 1:34:50  Reservation Requests
    • 1:37:20  Calendar and Events

CMA Owner Portal