Activities > Manage Elections


Use this page to add review, edit or delete elections for your Communities. 


Elections allow Owners to vote on proposed measures for the community, such as an increase in assessments, building new amenities, or amending governing documents. They can also be used to vote for candidates for positions on the Board of Directors or other groups or committees. 


NOTE- The cost of an election is $0.20 per unit with a minimum amount of $100.


Create a New Election


Step 1. Navigate to Activities > Manage Elections.


Step 2. Select Add Election from the Page Action drop down menu.



Step 3. Complete the Election window. 


  • Title- Enter a Title for the Election.

  • Association- Select the Association from the drop down menu. 

  • Start/End Date- Enter Start and End Dates for the election. 

  • Quorum Required- Check if a Quorum is required. This will open a new field to enter the number of voters required to reach quorum.

  • Electronic Signature- Check if an electronic signature is required. This will open a new field to select Checkbox or Mouse Signature.

  • Secret Election- Check this box if individual votes are to remain secret. 

  • Allow to download results- Check if results need to be downloadable. 

  • Display overview text- Check to display Overview text. 

  • Not eligible message- Enter a message for Owners who are not eligible to vote. 

  • Vote Submitted Text- Enter text to display when votes have been entered. 

  • Overview Text- Enter text to display when Owners begin the voting process. 

Enter text to display, if applicable. 


Step 4. Click Next or Save and Close. 


  • Next- This will take you to the next set up screen. 

  • Save and Close- This will save your progress and allow you to complete the remaining sections at a later time. 



Add Ballot Items


Ballot Items may consist of Measures or Candidates, may be a simple pro or con vote, or include multiple choices. For each choice on the ballot, it is possible to include a detailed description, such as a Bio for each candidate. 


Step 1. Click Next or select Manage Ballot Items if returning to a saved Election.

Step 2. Complete the fields below for each ballot item. 


  • Title- Enter a Title for the Ballot item. 

  • Description- Enter a Description for the ballot item in the text editor space.

  • Type- Select if this is a Measure or Candidate ballot item. 

NOTE- Selecting the Measure option will open the Pro Text Type field.

  • Num Selections- Select if this is a Pro/Con vote, or if there will be multiple options. 

  • NOTE- Selecting Multiple will open an additional field to enter the number of selections a voter can choose.

  • Pro/Con Text Type- Choose if you want to type in Text or use a PDF for the Pro/Con text.

  • NOTE- Selecting PDF will open an additional field to upload the file. 

  • Pro Text- Type Text the voter will select to vote Yes, to the measure.

  • Con Text- Type Text the voter will select to vote No, to the measure.

  • File- Use this field to upload an image or document related to the ballot item, if applicable. 

Step 3. Use the Add Ballot hyperlink to continue to add all Ballot items, as needed. 

Step 4. Click Next or Save and Close. 


  • Next- This will take you to the next set up screen. 

  • Save and Close- This will save your progress and allow you to complete the remaining sections at a later time. 



Add Voters


Adding voters establishes the group of individuals within the Community who are eligible to vote in the election process. 


NOTE- Once the election is published the eligible voters cannot be changed. The exception to this is when a property changes hands the new owner is automatically added to the election if the previous owner has not already voted.


Step 1. Click Next or select Manage Voters if returning to a saved Election.



Step 2. Check the box for any Owner that is not eligible to vote. Continue until you have created an accurate list of all members who are eligible to vote in this election. 



Step 3. Click Next or Save and Close. 


  • Next- This will take you to the next set up screen. 

  • Save and Close- This will save your progress and allow you to complete the remaining sections at a later time. 



Review and Publish the Election


Step 1. Click Next or select Review and Publish if returning to a saved Election.

Step 2. Review the Election details and make any necessary changes at this time.


Step 3. Complete the Payment window to submit payment for the election. 

Step 4. Click the Publish button to submit payment and publish the election to the Community Portal


Preview an Election


Prior to Publication you can Preview the election to see how it will appear on the Community Portal. 


Step 1. Navigate to Activities > Manage Elections.


Step 2. Click the Preview hyperlink for the Election you want to review. 



Step 3. Review the Election and Ballot details. 




Edit an Election


Elections can be edited any time prior to Publishing the election. 


Step 1. Navigate to Activities > Manage Elections.


Step 2. Click the Pencil icon to open the record. 



Step 3. Make necessary changes and click Save and Close or Publish when all necessary changes are complete. 




Delete an Election


Step 1. Navigate to Activities > Manage Elections.


Step 2. Click the Trash icon. 



Step 3. Click OK in the confirmation window. 



View Election Results


Use this to view the results of an active or completed election. 


Step 1. Navigate to Activities > Manage Elections.


Step 2. Click the Magnifying Glass icon.