Portal > Board Portal > Manage Board Portal Features


Use this page to view and activate available functions for the Board Portal.


The Board Portal is an area of the community portal designed for elected Board Members and other Committee Members to assist with governing duties. This area provides access to reports, processes and functions specifically created for board usage. Board Portal functions can be enabled and disabled as needed from this page. 


NOTE- Some features may not be available. If your Board needs a function that is not currently available, please contact eUnify for more information. 


Enable Board Portal Features


Step 1. Navigate to Portal > Board Portal > Manage Board Portal Features


Step 2. Review the columns described below to enable and disable features and customize Titles and Descriptions. 



  • Enabled - Check this box to enable the feature on the board portal.


  • Menu Item - This is the name of the particular board portal feature.


  • Display- Select options from the dropdown menu. 


  • Menu Only- This will display the option on the vertical menu on the left side of the page. 


  • Dashboard Only- This will display the option on the Board Member’s Dashboard.


  • Menu and Dashboard- This will display the option on both the Dashboard and the Menu.


  • Menu Title - Enter the name for the feature you want displayed on Board Portal Menu if different from the Menu Item text. 


  • Page Title - Enter the name for the feature you want displayed on the Board Portal Page if different from the Menu Item text.  


  • Page Description - Enter a description to display at the top of the board portal page. Click the Edit link to display a rich-text editor.


  • Specific Communities - By default the enabled features will display for all Associations with a Board Portal. To enable or disable specific Associations check this box and then select the enabled Associations using the Community Permissions Link, described below. 


  • Community Permissions Link - Click the link to display the Manage Board Portal Feature Community Permissions window where you can assign specific communities to access the feature.


NOTE- New communities will need to be manually added to this page when specific communities are enabled.



Available Features - The following list includes features that are available but may or may not have been activated for use by your company. If you need access to features that aren’t available to you, contact eUnify for more information. 


  • Overview- This provides an area to put important announcements and information for Board Members. 

  • Community Summary- This is a section Header. The name and description can be customized.

  • BP Dashboard - This feature toggles a Board Overview of the various board activities.

  • Financial Inquiries- This is a section Header. The name and description can be customized.

  • Operational Inquiries- This is a section Header. The name and description can be customized.

  • ARC Manager- This Tab provides quick access to Architectural requests directly from the Board Portal. 

  • Invoice Approval - This feature allows the Board to approve invoices through the Portal.

  • NOTE- Approvers must be set up before this option is available. CLICK HERE for more information.

  • Account Inquiry - Allows the Board members to access the Owner’s portal account information. 

  • Member Export - This feature allows a list of Community Members to be exported to Excel.

  • Board WO- This Tab provides access to view and manage Work Orders. 

  • Board Discussion - This allows the Board to discuss important topics and maintain a record of the discussion and decisions. 

  • eBlasts- Allows Board members to view eBlasts and send eBlasts.

  • Board Feedback - This allows Board Members to respond to Feedback questions posed by the Management Company. CLICK HERE for more information.

  • Board RFP - Allows the Board access to proposals from vendors via the RFP feature.

  • Expense Analyzer - This provides a quick summary of important financial data. CLICK HERE for more information. 

  • Community Map- This provides a map of the community along with Pins to mark Violations and other important information for the community. 

  • Board Tasks - This shows open Board tasks. 

  • Board Documents- This area is where important Board documents of a confidential nature are maintained.

  • Board Requests- This Tab displays all Resident Requests that require Board interaction. CLICK HERE for more information to set up Resident Requests. 

  • Financial Reports- This is a section Header. The name and description can be customized.

  • Management Summary Report - This feature is used to gain access to the Client Activity Report. 

  • Board Reporting - This feature allows the Board to view the Reports provided to them via the Board Report Groups. CLICK HERE for more information. 


Step 3. Select Process from the Page Actions drop down menu to apply your changes.