Portals > CommunityLink > Manage Master Accounts


Master Accounts can be used in uManage to create a single portal login for multiple Units, either within an Association, or across multiple Associations. This feature can be used to allow Owners, such as Builders, Property management companies, or owners of rental properties quick access to account information for all units. This feature can also be used by Association Management to create a single Administrative login for multiple portals. 


Create a New Master Account


Step 1. Navigate to Portals > CommunityLink > Manage Master Accounts.


Step 2. Select Add Master Account from the Page Actions drop down menu.  



Step 3. Complete the Master Account window. 


  • Title- Enter a Title for the Master Account. 

  • User Name - Enter the User Name for the Account. The user name/password must be unique. 

  • Password- Enter the Password for the Account. 

  • Property Manager-  Check the box to designate the person as a property manager. This provides them with additional portal functionality such as access to the board portal, if it is enabled.  Do not check this box for owners or other non-property managers. Typically, the property manager will have Admin account access to associations in their portfolio.

  • Default New- Check the box to automatically add the default admin account for new communities to this master account. When unchecked, new communities will need to be manually added to the master account. Typically this would be checked when the user needs to have access to all communities in the firm and unchecked when the user needs to have access to a subset of the firm's communities. 

  • View Only- Check to limit the manager to viewing content on the portal. When checked the user will not be able to add any content to the portal or make changes even if their portal member account is an admin.

  • Login Using Member Login- Check to allow the user to login to the portal with either their master account login credential or any one of their portal member account credentials.  Either way will provide master account access. This is helpful as the user does not need to remember another login/password.


NOTE-  be careful when using this feature as any member login that belongs to the master account will have access to all other member accounts within the master.


  • Email- Enter the email address for the Master account. 


  • Current Sites- Use this window to assign logins to the Master Account. 


  • Add Accounts to Owner Master- To add accounts to an Owner Master, select the Association from the drop down menu. 



Then select the correct account from the drop down menu. You can narrow your search by entering the name in the Filter Text field. Select all accounts you wish to add by highlighting the name and using the up arrow to move it to the upper pane. 



  • Add Accounts to Management Master- To add accounts to a Management Master, select All Admin Accounts from the drop down menu. Then select all the Admin accounts that apply to the new Master account. 



Step 4. Click the Save button to finalize, or the Save Add button to add more records.