Association > Manage Associations - Board Members Tab
Use this Tab to edit, add and delete Association Board Members.
Board Members are the elected governing members of the community and are set up in uManage so they can access information and interact with various management processes.
NOTE- Before you can add Board members, the following items must be set up.
Owner information must be entered or uploaded. CLICK HERE for more information.
Board Positions must be set up. CLICK HERE for more information.
Add a Board Member
Step 1. Click the Add Board Member hyperlink to open the Group Member window.
Step 2. Complete the Association Group window as needed.
Group- This field will auto-fill and cannot be edited.
Association- This field will auto-fill and cannot be edited.
Contact- Click the Select Contact button.
Step 1. Use the Contains filter to locate the correct Contact from the list of property owners.
Step 2. Click Select to assign the contact to the Board.
Position- Select the correct Board Position from the drop down menu.
NOTE- Enter any important notes if needed.
Enable Invoice Approval- Check this box to enable the Board Member to approve Invoices.
Invoice Approval- Assign a Board Approver number from the drop down menu. CLICK HERE for more information.
Start Date- Enter the start date of the Board Member’s term.
End Date- Enter the end date of the Board Member’s term.
Step 3. Click the Save button to finalize.
Delete a Board Member
Step 1. Click the Trash icon corresponding to the Board Member you need to remove.
Step 2. Click OK in the confirmation window.
Edit a Board Member
Step 1. Click the Pencil icon to open the record.
Step 2. Make changes in the Association Group window as needed.
Step 3. Click the Save button to finalize.
