Delete a Sub-Admin Role

To remove a sub-admin role that you no longer need and will not want to reactivate later, delete it. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Sub-Admin Roles” tab. In the “SUB-ADMIN ROLES” window that opens, scroll through the list of entries … Read more

Deactivate a Sub-Admin Role

If you no longer need a sub-admin role but aren’t certain that you want to delete it, deactivate it instead. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Sub-Admin Roles” tab. In the “SUB-ADMIN ROLES” window that opens, scroll through the list of … Read more

View Members Assigned to a Sub-Admin Role

After you create a sub-admin role and assign members to it, verify the member assignments. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Sub-Admin Roles” tab. In the “SUB-ADMIN ROLES” window that opens, scroll through the list of entries and locate the sub-admin … Read more

Edit a Sub-Admin Role

Once you have created one or more sub-admin roles, you may wish to adjust or revise their features or change their member assignments. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Sub-Admin Roles” tab. In the “SUB-ADMIN ROLES” window that opens, scroll through … Read more

Create a Sub-Admin Role

To assign specific website and community administrative tasks to sub-admins, create a sub-admin role that can access specific site features or portions of features. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Sub-Admin Roles” tab. In the “SUB-ADMIN ROLES” window that opens, click … Read more

An Overview of Sub-Admin Roles

As an HOA website administrator, sometimes you want to delegate all or parts of specific tasks to additional members without giving them full access to the entire administrative dashboard. To enable others to share the tasks involved in site and community oversight, designate them as sub-admins with specific roles. When you view the list of … Read more

Edit Sponsor Information or Delete a Sponsor

Once you’ve added sponsors to your website, you can edit the information you’ve entered or remove a sponsor who’s no longer active with your organization. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Sponsors” tab. In the “SPONSORS” window that opens, click on … Read more

Rearrange Sponsors

By default, sponsors appear in the order you add them to the Dashboard, but you can customize their appearance order. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Sponsors” tab. In the “SPONSORS” window that opens, click on the “Reorder Sponsors” button at … Read more

Create a Sponsor

To make sponsor information visible on your website, first add it through the Dashboard. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Sponsors” tab. In the “SPONSORS” window that opens, click on the “+Add New Sponsor” button at the top right of the … Read more

Search for Sponsors

Search among your sponsors to find entries that match specific criteria. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Sponsors” tab. In the “SPONSORS” window that opens, type your search text in the “Search Sponsors” box. To search for part of a name, … Read more

An Overview of the Sponsors Feature

Your organization’s sponsors offer unique opportunities for involvement with your membership and the general public. Add, edit, and track information about your sponsors from the “Sponsors” tab of your website. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Sponsors” tab. In the “SPONSORS” … Read more

Create a FAQ Page, Add FAQs and Answers to the Page

Most organizations maintain a list of frequently asked questions and authoritative answers, published so members can find the correct procedures and outcomes for common circumstances. To create a Q-and-A resource, create a FAQ page on your website. To learn how to add a page to your website, see the “Add a Page” section of the … Read more

Creating a Photo Gallery Page and Setting Up the Gallery

To display photos from a member event or any other collection of images from or about your organization, create a Photo Gallery page on your website and add the images to a Gallery widget to showcase your organization’s shared experiences. Note that only a Photo Galley page includes a Gallery widget. To learn how to … Read more

Create a Forms Page and Attach a Form

Once you create a custom form to obtain information from members as they enroll or at specific points in their activity, create a Forms page on your website and add the form to it so members can see and respond to it. To learn how to create a new custom form, see the “Create a … Read more

Create a Calendar Page and Attach a Calendar

After you create a calendar to display specific types of events, create a Calendar page on your website and add the calendar to it so members can see and respond to it. To learn how to create a new calendar, see the “Create a New Calendar” section of the “Calendars” instructions. Be sure to activate … Read more

Rearrange the Elements of the Main Website Menu

The order in which your pages appear from top to bottom in the vertical menu at the left side of the Site Builder window determines the order in which they appear from left to right on the menu of your website. Reorganize and rearrange the page/menu order from the “Site Builder” window. Click on the … Read more

Delete a Page

Remove a website page if you no longer need it. Click on the “Manage Site” tab on the vertical Dashboard menu at the left side of the screen Click on the “Site Setup” tab. In the “Site Builder” window that appears, locate the page you want to delete in the vertical menu at the left … Read more

Edit Page Content

Your website’s theme determines the types of content that appear on each page template. Edit a page in the Site Builder to replace the default text, images, and other items with content about your organization. Note that you cannot change the settings that control the visibility or web address of a page while you edit … Read more

Edit Page Settings

Settings control the name of a page, its web address, and its visibility. Note that you cannot change the content of a page through its settings. (For instructions on how to edit page content, see the “Edit Page Content” section of these instructions.) Click on the “Site Setup” tab on the vertical Dashboard menu at … Read more

Add a Page

By default, your organization’s website includes only a Home page. Add pages and customize content to configure your site for your unique needs. Click on the “Site Setup” tab on the vertical Dashboard menu at the left side of the screen. In the “Site Builder” window that appears, click on the “Add Page” link. Which … Read more