Members

What It Does

The Members feature is your community directory. Manage homeowner and resident records, add new households, update contact info, and track who is active or moved out.

Who It's For

Board members of HOA/condo communities.

How to Use It

Step 1: View Your Roster

Go to Board Portal → Members to see all households. Each card shows the primary contact, unit number, phone, email, and account status.

Step 2: Add or Invite Members

Click "Add Member" to create a record manually, or "Send Invite" to email a welcome link. Invited residents can set up their own login and profile.

Step 3: Update or Deactivate

When someone sells their home, update the ownership record and deactivate the old owner. The new owner can then be invited. All history stays attached to the unit.

Common Issues

Q: A resident says they did not get the invite email. A: Ask them to check spam/junk. You can resend the invite from their member profile or copy the invite link and send it manually.

Q: Can we track renters vs. owners? A: Yes. Each member record has an "Occupancy Type" field. Set it to Owner, Tenant, or Other. This helps with voting rights and communications.

Pro Tips

• Keep email addresses current — this is how residents get notifications for Meetings, Voting, and Violations.
• Export your member list before annual meetings so you have a backup for check-in or proxy voting.

Related Features

• Properties
• Payments
• Website

Need Help?

Contact support at support@sanafai.com