Association > Setup > Manage Association Groups


Use this page to create and manage Association Groups.


Association Groups allow a custom group to be created for ease of communication and to allow advanced portal access for group members. Association Groups are typically used for Committees such as, ARC Control, Social Activities, Pool Monitoring etc…, however they can be set up and utilized as needed.


Create a New Group


Step 1. Navigate to Association > Setup > Manage Association Groups.


Step 2. Select the correct Association from the drop down menu. 



Step 3. Click Add Group from the Page Actions drop down menu. 



Step 4. Complete the fields in the Group window. 


  • Association- This field will automatically fill based on your previous selection.

  • Type- This field will automatically fill.

  • Title- Enter a Title for the new Group. 

  • Is Committee- Check this box if this Group is a committee. 


Step 5. Click the Save button to finalize, or the Save Add button to add additional Groups. 


Add Members to a Group


Step 1. Navigate to Association > Setup > Manage Association Groups.


Step 2. Select the correct Association from the drop down menu. 



Step 3. Click the Search button to return a list of all current Groups for the Association. 


Step 4. Locate the Group you created and click the Pencil icon to edit it.


Step 5. Click the Add Group Member button.   

Step 6. Complete the Association Group window. 


  • Group- This field will automatically fill based on prior selection. 

  • Association-  This field will automatically fill based on prior selection. 

  • Contact- Click the Select Contact button to open a menu of all Contacts within the Association. 


Step 1. Use the Search field or scroll bar to locate the Contact you want to add. 


Step 2. Click the Select button to the left of the Contact name. 


Step 3. Complete the new fields that open up. 


  • Start Date- Enter a Start Date, if applicable. 

  • End Date- Enter an End Date, if applicable. 

  • Board Certification- Check if this is a Board member with certification.

  • End Date-  Enter an End Date for the Certification, if applicable. 


  • Note- Enter any notes about this Contact, if needed. 

  • Chairman- Check if this Contact is a Chairman for the committee. 

  • Invoice Approval- If this Contact will have the authority to approve invoices, select the Approver level from the drop down menu.  


Step 7. Click the Save button to finalize.




Edit a Group


Step 1. Navigate to Portals > CommunityLink > Manage Association Groups.


Step 2. Select the correct Association from the drop down menu. 



Step 3. Click the Search button to return a list of all current Groups for the Association. 


Step 4. Locate the Group you need to edit and click the Pencil icon to open it. 


Step 5. In the Members section is a list of all current members of the group. This section will allow you to do all of the following:


  • Edit Member Details- Click the Pencil icon. 

  • Delete a Member- Click the Trash icon. 

  • Add a New Member- Click the Add Group Member button.



Step 6. Click the Save button to finalize your changes.



Delete a Group


Edit a Group


Step 1. Navigate to Portals > CommunityLink > Manage Association Groups.


Step 2. Select the correct Association from the drop down menu. 



Step 3. Click the Search button to return a list of all current Groups for the Association. 


Step 4. Locate the Group you need to delete and click the Trash icon.


Step 5. Click OK in the confirmation window.