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: ARC Processing
- Board: Bank Account Viewing
- Board: Collections Review
- Board: Owner Record Viewing & Reporting
- Board: Paid Invoice Review (start at 2:24 as all material prior to 2:24 does not apply to CMA accounts)
- Board: Reports
- Board: Violations Review
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