User Permissions determine what different users—board members, homeowners, committee members, or vendors—are allowed to view or edit within the HOA’s online portal.
Why It Matters for Self-Managed HOAs
Proper permissions protect sensitive information while ensuring everyone has access to what they need.
- Keeps financial data restricted to authorized users.
- Ensures homeowners can access relevant documents without seeing private board materials.
- Helps committees access project-specific files.
- Supports privacy, security, and legal compliance.
How to Use It
“The treasurer updated user permissions so only board members could access the financial reports.”
Best Practice or Tip
- Use HOA My Way to assign permissions by role (Board, ARC Committee, Homeowner, etc.).
- Review permissions annually or as board members change.
- Store sensitive files in restricted folders for added security.
