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 acc
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.
Board members of HOA/condo communities.
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.
Choose how the board gets notified: email, portal notifications, or both. Set who gets alerts for new Escalations, Violations, and payment issues.
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.
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.
Contact support at support@sanafai.com
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