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HOA Portal
HOA Portal
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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

Glossary

The words the portal uses, explained. 1 article

  • Glossary

    The words HOA Portal uses, from organization and complex to quorum and grace period.

HOA Portal