Create the organization
Choose the property manager or HOA role during onboarding and use the organization name recognized by board members, staff and vendors.
Add portfolio information
Add the properties or communities managed by the organization. Accurate addresses and property notes improve service scheduling and request routing.
Configure approvals and integrations
Use Settings to review approvals, connected calendars, notifications, API access and webhooks. Keep owner-level access limited to people responsible for organization-wide controls.