Documentation
How to use HOA Portal, for every role: sign in, find your way around the menus and get each task done.
Getting started
Sign in, choose your language and theme, switch contexts and accept an invitation. 6 articles
- Sign in
Open the portal, sign in with your email and password, and stay signed in on your own device.
- Language and theme
Switch between English, Armenian and Russian and between the light and dark theme; the portal remembers both.
- Switch contexts
Work as a Global Admin, an Org Admin, a complex's staff or an owner from one account, and move between them in the header.
- Sessions and signing out
How long you stay signed in, how to sign out of one device, and how to sign out everywhere at once.
- Reset your password
Forgot your password? Get a reset link by email and set a new one; this signs you out everywhere.
- Accept an invitation
Everyone joins an organization or complex by invitation: open the link, create your account or sign in, and accept.
Guides by role
What each role does, the menus it sees and its most common tasks. 5 articles
- Global Admin
The platform operator: organizations, complexes and their admins, platform settings, the audit log and website leads.
- Org Admin
An organization's administrator: its complexes, their administrators, and complex-admin rights in every complex of the organization.
- Complex Admin
A complex's administrator: its profile, structure, units, unit types and the permissions of its staff.
- Staff
Accountant, Board member, Maintenance staff and Concierge / security: what each sees by default, and how the complex changes it.
- Owner or resident
Owners and residents: their units, payments, requests and the building’s news. These pages are coming soon.
Feature reference
Every capability: what it does, who can use it, its statuses and rules. 56 articles
- Organizations
The management companies and associations on the platform: create them, keep their details, and suspend, archive or restore them.
- Complexes
The buildings and districts an organization manages: list them with their figures, create new ones, edit, archive and restore.
- Complex profile
A complex's public and legal details, contacts, currency, languages and time zone, kept by its administrators.
- Administrators
Who runs each organization and complex: appoint organization and complex administrators, invite them by email, and revoke access.
- Invitations
The only way into an existing organization or complex: a single-use link, valid for 14 days, that creates an account or adds a role.
- Roles and permissions
What each role may do: the fixed roles, the four configurable staff roles, their platform defaults and each complex’s own changes.
- Structure
The frame units are placed in: a building's blocks, entrances and floors, or a district's streets and blocks.
- Chessboard and district map
See every unit in its place, coloured by status: a building's entrances and floors as a chessboard, a district's streets as a map.
- Clone the structure
Fill an empty complex from one you already set up: blocks, entrances, floors, streets and custom unit types in one step.
- Unit types
The built-in kinds of unit, and the custom types a complex adds for anything else, such as a wine cellar or a workshop.
- Units
The complex's register of units: search, sort and preset views, edit cells in place, change many units at once, and open a unit's card.
- Staff, shifts and vendors
The concierge, security, cleaning and maintenance staff of a complex, when they work and the account each may be linked to, beside the vendors and contractors who service it.
- Saved views and exports
Save a list’s search, filters, sorting and columns under a name, and export a list to Excel, CSV or PDF; finished files wait in My exports.
- Audit log
A tamper-evident record of every security-relevant change and sign-in, with a one-click check that nothing was altered or removed.
- Leads
Messages from the website's contact form: see who wrote, move each one from New to Contacted to Converted or Closed, keep notes and export them.
- Languages
Choose which of English, Armenian and Russian people can use, the default for new users, and see how complete each translation is.
- Currencies
Choose which currencies organizations and complexes can pick, and see where each one is in use.
- Fee templates
Reusable fees, such as maintenance per m² or parking per slot, defined once for the whole platform.
- Billing plans
The price list of the platform: what organizations pay, per unit, complex, user and storage, and what each plan includes.
- Currencies and time zones
How the platform, organizations and complexes each pick a currency and a time zone, and which one a date or amount follows.
- Notification templates
The text of every notification the portal sends, per channel and language, edited once for the whole platform.
- Dashboards and analyticsComing soon
A dashboard for each role, and analytics that compare periods across organizations and complexes.
- Organization audit logComing soon
An Org Admin's view of the audit log, limited to their own organization.
- Platform billingComing soon
Plans and the monthly platform invoice each organization pays for its usage.
- NotificationsComing soon
The notification center, each person’s preferences, and the templates of the messages the portal sends.
- Bulk generator
Create many apartments, parking slots, storage rooms or houses in one step, with a live preview of every number before anything is created.
- Owners and residents
The complex's people: add an owner with their units and invite them by email, SMS or a link with a QR code, resend, suspend, import and export.
- Parking map
See every parking slot level by level, coloured by who uses it, assign slots to owners, rent them out and turn free slots into visitor slots.
- Ownership transfers
Hand a unit from its owners to new ones after a sale, today or on a later date; the history stays with the unit.
- Budget
Planning the year’s spending by category, comparing it with the expenses, approving it and keeping the signed copy.
- Expenses
Recording what the complex spent, by vendor and category, with its receipts, and how the expenses fill the budget.
- Fees & rules
The rules each unit’s monthly charge is computed from: per unit, per m², per parking or storage slot, per resident, or one-time.
- FinanceComing soon
Fee rules, monthly invoices, late fees, payments, debt, budget, expenses and the reserve fund.
- Invoices
Each month’s invoices by status and owner, generating the month, the automatic run and each invoice’s PDF.
- My properties and profile
Every unit you hold, inviting family and tenants with limited access, your contact details and privacy, and the documents that prove your ownership.
- Payments
Recording a payment made in cash or by transfer, importing a bank statement, how a payment pays the oldest invoices first, reversing one and its receipt.
- Announcements and emergency alertsComing soon
News for a complex’s owners and residents, with audiences, translations and read receipts, and urgent alerts.
- Your payments
What each of your properties owes and by when, this month’s charges, your payment history and receipts, paying in a few taps, and sending the receipt of a transfer or cash payment.
- Chat
Conversations between a complex’s owners, residents and the management office, with moderation and attachments.
- Your announcements and Home
The notices your complex sends you, emergencies first, in your language, and the latest of them on your Home.
- Polls, votes and meetings
Scheduling general meetings, following who registered and who gave a proxy, marking them held or cancelled and publishing their minutes.
- Votes
Publishing formal votes and simple polls to the owners, following the quorum and results, reminding owners and exporting the protocol.
- Voting as an owner
Vote on your complex’s polls and formal votes, see your weight, change your vote until the deadline and read the results, register for meetings and give a proxy.
- Documents library
A complex’s documents in folders, with visibility, versions and languages.
- Maintenance
The tickets of a complex on a board or in a list, each with its deadline, assignee, photos and history, and the planned maintenance calendar.
- Maintenance requests
Report a problem to your complex’s management from your phone, follow it until it is fixed and rate the work.
- Amenity booking
The shared spaces of a complex, such as a gym, a meeting hall or guest parking: their rules and fees, their week of bookings and the requests waiting for approval.
- Book an amenity
Owners book the complex’s shared spaces, such as a gym or a meeting hall, in three steps and follow their bookings.
- Visitors & deliveries
The front desk: the guests expected today and their check-in, the visitor log, and the parcels waiting for residents.
- Guest passes
Owners and residents create a time-limited guest pass in seconds and share it as a link with a QR code.
- Meter readingsComing soon
Meters per unit, and readings owners submit from the 20th to the 25th of each month.
- Community boardComing soon
Violations and fines, lost and found, a marketplace and useful contacts.
- Search and command paletteComing soon
Find units, owners, plates, tickets and documents from the header, within your permissions.
- AI assistantComing soon
An assistant in the chat that answers in your language from the complex’s own documents and your own records.
- Mobile appComing soon
A native app for owners and residents, with the same account and permissions as the web.
- Self-service signup and demoComing soon
Sign up an organization yourself on the Free plan or a free trial, and try a private demo in one click.
Navigation reference
The real menus of each role, item by item, and where each one leads. 6 articles
- How the menus work
The header, the sidebar, tabs and the phone layout: where things are, and why your menu depends on your context and permissions.
- Global Admin menus
Every menu item a Global Admin sees in the platform context and inside a complex, with where it leads.
- Org Admin menus
Every menu item an Org Admin sees in the organization context and inside its complexes.
- Complex Admin menus
Every menu item a Complex Admin sees inside a complex, group by group.
- Staff menus
The default menu of each staff sub-role: Accountant, Board member, Maintenance staff, Concierge / security.
- Owner and resident menus
The menu of an owner and of a resident, and the tab bar they use on a phone.
How-to walkthroughs
Step-by-step instructions with screenshots, from sign-in to the result. 14 articles
- Sign in and pick a context
From the sign-in page to working in the right organization or complex.
- Create an organization
Add a management company or association to the platform, then open it to add admins or change its status.
- Create a complex
Set up a building or a district: type, organization, name and address, map, structure counts, legal details, currency and languages.
- Edit the complex profile
Change a complex’s name, address, legal and bank details, contacts, currency, languages and time zone.
- Build the structure
Add a building’s blocks, entrances and floors, or a district’s streets, and see the units on the map.
- Assign and invite administrators
Give people the running of complexes and organizations: invite them by email, add complexes, and revoke access.
- Accept an invitation
From the invitation email to your first sign-in, with a new account or the one you already have.
- Edit a sub-role's permissions
Choose what an Accountant, Board member, Maintenance staff or Concierge may do in one complex, or on the whole platform.
- Save a view and export a list
Keep the filters you use every day under a name, export a list to Excel, CSV or PDF, and download it from My exports.
- Verify the audit log
Read who changed what, filter the log, and check with one click that no entry was altered or removed.
- Follow up leads
Work through the website's contact requests: open each one, note what was agreed and move it along to converted or closed.
- Configure the global settings
Turn languages and currencies on or off for the whole platform, add the fee templates complexes will use, and edit the notification texts.
- Manage your sessions
Sign out of this device, or sign out of every device at once by setting a new password.
- Brand your portal
Give the portal your organization’s name, logo, colours, fonts, contacts and email sender, and check the result before owners see it.
Troubleshooting & FAQ
What each error message means and what to do about it. 7 articles
- Signing in and sessions
What the messages at sign-in, password reset and session expiry mean, and what to do.
- Invitations
Why an invitation link does not work, and what to do about it.
- Organizations and complexes
Messages about suspended or archived organizations, complexes, their photos and their time zones.
- Structure and units
Messages about blocks, entrances, floors, streets, clones, unit types and units.
- Settings, languages and money
Messages about languages, currencies, amounts, fee templates and role permissions.
- Lists, saved views and exports
Messages about filters, saved views, exports and downloads, and leads.
- Frequently asked questions
Short answers to what people ask most about accounts, menus, languages, phones and data.
Glossary
The words the portal uses, explained. 1 article
- Glossary
The words HOA Portal uses, from organization and complex to quorum and grace period.