Allow administrator to request information update from member
Britt Griswold
Since you are committed to User control and privacy, while Administrators are concerned about completeness and accuracy, would you consider implementing a method that would allow Administrators to add information update requests to users, where the Administrator sends the proposed update and this sends a link to the user to allow them to view and approve the change/update? The big issue with homeowners is that they lack motivation to update material on their own. This sort of extra push would make it as simple as possible to prod them to do it, by mostly doing it for them.
Log In
Meredith Owens
Merged in a post:
Allow admins to change member email addresses
Terri Lloyd
Our HOA is unique in that we register them into the system. But we're unable to make changes once entered. We have to delete the entire profile and reenter. We have over 400 homes, mostly seniors who struggle with any technology.
Bob Bonuomo
This is my second time providing input on this matter. I would like to strongly recommend that Administrators be granted the capability to update members' information. As previously mentioned by other Administrators, users are generally not motivated to update their own details and frankly don't understand why the website Administrator is unable to perform this function. Addressing this issue could help improve the overall efficiency of the platform.
I recently audited the email addresses and phone numbers on our website against my Excel master file and found several entries that need updating. I also need to add some unit owners' emergency contacts as “members” so they can get important emails and texts. Explaining to a unit owner how to add their son or daughter as a "member" just to receive emails is quite challenging. Most of our owners and residents are older and have limited computer skills. My not having the ability to make these updates instantly is very frustrating.
An additional consideration is the need for a feature that enables Administrators to exclude specific members or accounts from appearing in the Resident Directory. For instance, several unit owners rent out their units and, as non-residents, should not be listed in the Directory. The same exclusion would apply to our Managing Agent and Superintendent.
Regarding privacy concerns, I concur that sending an automated email to the member to notify them of any changes should be sufficient.
Meredith Owens
Merged in a post:
Indirect Admin updating of member records
Britt Griswold
The ability to input new member data and have an email go out asking the member to approve the data update by clicking a link. This is a recurring issue with your data policies. A decent portion of the community members do not keep their profiles up to date, and then they ask the Admin to take care of it anyway, which we can not really do under your current configuration of data privacy/management.
Need the ability for the Admin to set up the needed changes and then have the member approve it would be very very helpful. If they don't prove it, the request would remind the Admin it is outstanding (and allow another auto email to be sent upon admin request), and then just die after a decent interval.
Meredith Owens
Merged in a post:
Enable administrators to update resident contact info for directory
C
Catherine Mason
Enabling administrators to update residents' contact info would be very helpful so we could assist those who do not have technology skills or a device.
N
Nancy Jenks
Totally agree - however in many situations the member(s) are not motivated to make changes and don't understand why the admin cannot update the info for them. Couldn't we add a function to the website that would allow members to agree to having the admin update information (email address, telephone numbers, etc)
John Snider
Just requested this very feature, our rural community has many older members that are Tech Illiterate, and the main issue I have is getting phone numbers entered, we use the texting ability when we have issues with the water distribution system and need to shutdown a line for repair, I recently had 2 residents that complained they were not getting the messages, come to find out they never put their phone number in their profile, and they were not even logging into the website. so with the information in had, I had to remove their accounts and re-import with the addition of the phone number. That is a real pain, would be nice to allow admins to make the changes and inform the user via their email address (as someone else noted, if the email address changed it should send notification to both addresses) for their approval, if they do not approve there should be a link that send a reply to the administrators where they can provide the correct information.
Meredith Owens
Merged in a post:
Allow admin to edit more member information
Mitchell Hughes
Provide website administrators the ability to correct and edit incorrect member-provided information, not just delete and re-create (runs into member quantity limitations, loss of login credentials for members once deleted, etc.). This functionality is critical in our community, particularly with elderly residents, those who are not tech-savvy, and those whose English is not their first language (we have many of these categories of people). It is also made even more important by the complexity of the member signup form layout, which does not make clear how to do such things as including each member of the household, using nicknames, and identifying what email addresses and phone numbers work. home or cell, etc..
I have spoken with your team about this on numerous occasions and will unfortunately have to leave this platform if this cannot be corrected.
Ginger Shields
We're an active 55+ community, and while I understand the privacy issues that HOA-Express has implemented, there are a lot of people who are mistyping their lot number, street address, or have changed their email and can't get the email resetting their password. Allowing the Admin to make a change (and sending an email to the registered owner with the update) would be very helpful. The struggle... it is real. But I love this platform and our community is embracing our new website.
Meredith Owens
Ginger Shields: Thank you for providing your feedback to our team. We're glad to hear that your community is enjoying the website and platform! Also, we understand how having this added capability as an administrator would help you with managing the website. I"ve made sure your vote was added, so you'll be notified when we update this post's status.
In the meantime, as an administrator, you can update the address information for all registered accounts on the website. Therefore, if you need to update an address or lot number for a household, you'll want to visit the "Account view" under the "Members" section in the Admin Portal. Here, click the "Action..." button next to their account and select "Manage addresses" from the drop-down menu.
Janet Markelz
Meredith Owens, thank you for this information. I was able to update address errors. That helped a lot!
Meredith Owens
Janet Markelz: I'm so glad that was helpful!
Meredith Owens
Merged in a post:
Let admins edit owners accounts
B
Bwe Siteowner
Admins cannot fix errors in owners private records and that’s a real problem. Let the admin set a admin level where the can see and edit these records to fix them.
Glenn Jorden
I'm a new user, so haven't needed this yet - but when I do (and I will)), I would like the feature to be available. While I do like all the widgets that make administering the website easy to do, the lack of this "admin" feature was a surprise (not in the good way). I understand that HOA Express is trying to make it easy for "anyone" to manage a website, but there are some capabilities that would just make life easier for an admin.
Outside of password access/modification - I think the admins should have the ability to modify a users profile information. This could be augmented by automated notification via email of the changes made (a user friendly git diff) and reason for the change. Please add my voice to the rest for the feature(s) being discussed on this post.
Load More
→