Association > Manage Unit

Use this page to add and manage Units within a community.

A Unit is the physical property address within an Association and may have multiple accounts and/or contacts associated with it. All updates or changes for an existing Unit to the physical address are handled on this page. 


Add a Unit


Step 1. Navigate to Association > Manage Unit.


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



Step 3. Complete the Unit Edit window. 


Unit Information Section


  • Street Num/Name/Door- Use this field to enter the street number, name and door number (if applicable).

  • Address- Enter the full street address in this field. 

  • City- Enter the City for the Unit. 

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

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

  • Zip- Enter the Zip code for the Unit. 

  • County- Enter the County for the Unit. 

  • Lot/Section/Parcel- Enter the Lot information for the Unit. 

  • Association Section- If Sections are used for the Association, select the correct section from the drop down menu. 

  • Type- Select the Unit type from the drop down menu. 

  • Key Number- Enter the assigned Key number (if applicable).

  • Gate Directions- Use this field to enter any special instructions for the Gate. 

  • GPS Locked- Check this box to lock the GPS coordinates on the map for this Unit. 

  • Vote Weight- Enter the vote weight for this Unit. 

Legal Section


  • Assessor URL- Enter the web address for the Tax Assessor's office. 

  • Legal Description- Enter the legal description of the property. 

  • CA Ownership Proportion- The percentage portion of the common area.

  • Limited CA Ownership Proportion- The percentage portion of the common area for some, but not all of the units. 

  • Area- Enter the Area of the property for Associations that assess based on apportionment. 


Unit Detail Section


Use this section to enter details for custom fields. These fields are created on the Field Label Tab of the Manage Association page. CLICK HERE for more information.

Map Section


The Map section is used to view and manage the Unit on a map. CLICK HERE for more information.



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


Edit a Unit


Step 1. Navigate to Association > Manage Unit.


Step 2. Use the Search Filters to locate the Unit you need to edit. 



Step 3. Click the Pencil icon to open the record. 



Step 4. Make any necessary changes.


 Step 5. Click the Save button to finalize.



Delete a Unit


Step 1. Navigate to Association > Manage Unit.


Step 2. Use the Search Filters to locate the Unit you need to delete.



Step 3. Click the Trash icon to delete the record. 



Step 4. Click Confirm in the confirmation window.