Settings

What It Does

The Settings feature lets board members configure how the LotWize portal works for your community. Set notification preferences, customize community details, manage user roles, and control feature access.

Who It's For

Board members of HOA/condo communities.

How to Use It

Step 1: Update Community Info

Go to Board Portal → Settings and click "Community Profile." Update your community name, address, timezone, and fiscal year. This affects reports, reminders, and the public Website.

Step 2: Configure Notifications

Choose how the board gets notified: email, portal notifications, or both. Set who gets alerts for new Escalations, Violations, and payment issues.

Step 3: Manage Roles and Permissions

Assign roles like President, Treasurer, Secretary, or custom titles. Each role can have different access levels — for example, the Treasurer sees Finances and Payments, while a general board member may not.

Common Issues

Q: A new board member cannot see the Finance section. A: Check their role in Settings. Only users with "Financial Access" can view budgets, bank data, and payment records. Update their role and save.

Q: Residents are getting too many emails. A: Go to Settings → Notification Defaults and adjust the default frequency. Residents can override this in their own profiles, but you set the baseline.

Pro Tips

• Set your fiscal year correctly before running any Reports. A wrong fiscal year will throw off every budget and income-expense calculation.
• Enable "Two-Factor Authentication" in Security Settings for all board members. It adds one step to login and a massive barrier to unauthorized access.

Related Features

• Members
• Website
• Documents

Need Help?

Contact support at support@sanafai.com