Associations > Manage Associations
Use this page to add, edit or delete Associations.
Add an Association
Step 1. Navigate to Association > Manage Associations.
Step 2. Select Add Association from the Page Actions drop down menu.
Overview Tab - Overview Section
Name - Enter a Name for the association.
Legal Name - Enter the Legal Name for the association.
URL - The URL for the association's website (i.e. www.totallyrealassociation.com).
Billing System Client Code - This field captures the client's Billing System Code. This can be used as an alternate way of identifying the association.
Federal Tax ID - Enter the association's federal tax identification number - without dashes.
Management Company Branch - The branch of the management company.
Manager - The manager of the association
Assistant1 - You can set an assistant in this field
Assistant2 - You can set a second assistant in this field
Accounting - The accountant of the association
A/R - Accounts Receivable
Master Association- Select the Master Association from the drop down menu, if applicable.
Show Sub Account on Portal- In Associations with both a Master and Sub, this allows both accounts to show on the portal.
Board Signatory - The name of Board Signatory
Board Signatory Title - A field to input the Board Signatory's title
Legal Entity Desc - This field can be used to provide a description of the Legal Entities tied to the association
Total Units Buildout - The total amount of units in the association's build-out
Default Association - Use this checkbox to mark if this is the default association.
Association Type - This allows you to select which type of association you have, either: HOA, Condo, or Other
Service Type - This tab allows you to select whether your association is Accounting Only or Full Service
Exclude from Mobile App - Selecting this will exclude this association from the mobile uManage app.
Do Not Manage - You can select this option if you no longer manage this specific association
Auto Expire Tenants - This option will allow your tenants to auto expire. Every night uManage will check the tenants in the association and compare against their End Date in their Lease, if their End Date has expired - uManage will remove the portal access from the account and move it to a Former Tenant.
Timezone - This option sets the time zone that the association is in
Monthly Management Fee- Enter the management fee for this Association.
Bcc All Emails- Enter an email address to be used to receive a copy of all emails sent for the Association to be used for archive purposes.
Overview Tab - Detailed Information Section
Enter the Address/Phone/Fax and Email for the Association.
Default Email From Name - This is the default name that will show up in an email from your association
Default Reply-To Email - The default email that your clients will reply to
Overview Tab - Account Type Section
Enter the vote weight and Assessment percentage for the Developer, Builder, Owner and Association, if applicable.
Step 3. Click the Save button to finalize the new record.
Step 4. This will open the Copy Association window, which will allow you to copy a number of settings from an existing Association.
Step 5. Check the boxes for all settings you want to copy.
Step 6. In the From Association field, choose the Association you want to copy from the dropdown menu.
Step 7. The new Association will default to the Destination Associations window at the top. If you want to copy settings to any other Associations, highlight the name in the bottom window and use the up arrow to move it to the top.
Step 8. Click the Copy Association button to finalize the copy of the settings.
Notes Tab- allows general notes to be added to the association, as well as, payment plan information, online payment, and ledger notations. CLICK HERE for more information.
User Access Tab- allows for the add/removal of specific users. CLICK HERE for more information.
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Documents Tab- is used to upload documents to the association's portal and export those documents to either Excel, CSV, or Word document format. CLICK HERE for more information.
ARC Tab- allows for the updating of ARC related notification settings and preferences. This will also be the location where the ARC Committee members are added. CLICK HERE for more information.
Work Order Tab- allows for the updating of the Work Order related notifications and preferences. CLICK HERE for more information.
Vio Tab- allows for the updating of the Violation Fines and Default Resolution days. CLICK HERE for more information.
Workflow Tab- will be the location to update the association workflow preferences. This will be the method the system uses to process the documents. Please note, if this setting is not yet enabled, the documents cannot be processed. CLICK HERE for more information.
Map Tab- will detail the GPS pins of the Units for this association. CLICK HERE for more information.
Board Members Tab- will highlight the included board members for this association. This will be the location to Add and Remove new and existing members. CLICK HERE for more information.
Section Tab- will allow for the breakdown of associations by Section. The new Sections can be added here and updated with the Included units. These sections can then be used later in recipient filtering. CLICK HERE for more information.
Integration Tab- will detail the Current integration partner details. If there is no integration being used by this association, this tab may not be visible. CLICK HERE for more information.
Facts Tab- will highlight the Board Member feedback responses. These details will need to be first established on the Manage Feedback Responses page to be used in this window. CLICK HERE for more information.
Template Tab- will detail the default template. The Statement Template default for this association will be housed here as well. CLICK HERE for more information.
Concierge Tab- will highlight the Notification settings pertaining to the Tracking. This is also the window in which the Tracking Location details can be added. Please note, these locations must first be established to be utilized. CLICK HERE for more information.
A/R Tab- will highlight the association Statement Settings, Fulfillment options, Ledger Number, and Delinquency Charges. CLICK HERE for more information.
A/P Tab- will detail the Invoice Approval notifications and the designated Approver. CLICK HERE for more information.
B/P Report Tab- will toggle the available report Subscriptions for the Board. The report subscriptions will need to be update previously to appear in this window. CLICK HERE for more information.
Task Tab- will detail the Notifications for the Task and Board Tasks. CLICK HERE for more information.
Time Budget Tab- will allow for the management of this community to allot time to the needed areas. CLICK HERE for more information.
Committee Tab- will allow for the designation of Committee Members. Please note, the Committees will need to be established on the Association Groups prior to being available for update. CLICK HERE for more information.
Portal Folder Location Tab- will allow for the sync of Documents on the portal. Documents Folders must first be established on the portal to Appear for update in this window. CLICK HERE for more information.
RFP Tab- will detail the Notification preferences for the RFP process. CLICK HERE for more information.
Insurance Tab- will provide an area for Management to include insurance policy details and documents. CLICK HERE for more information.