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.
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JC Woodward
This issue keeps coming up, and your stubbornness to provide a solution creates unnecessary hassles and wasted time for many admins. Admins need the ability to change an account's data and settings, especially the email address.
Many of our older residents are technically clueless, unable to understand even the difference between email and a browser. Such an owner who hasn't logged in for months, has forgotten his password, and has changed email providers in the mean time is screwed. No way to regain access to his account because the password reset email goes into the bit bucket.
The same issue besets relatives of an owner who has move to a nursing home, and the executor of an owner who has died. Those people need a way to capture association notices and other communications directed to the former owner. I have encountered all three such situation.
Your stock answer to "just delete and recreate" an account turns a two-minute edit into a long bearded email chain of explanations and instructions, and a great deal of wasted time.
I understand your concern that an unscrupulous admin could alter an email address to commit a fraud. For a large association with millions in assets and a hundred members, that might true, but for a small association of twenty members, all neighbors, it's utterly irrelevant.
This admin lockout could be a community setting available to those who need it, and disabled for those who don't. Another solution suggested here is creation of a super-admin similar to the "owner" of a Google Mailing List or Google Group, assignable to only one single person who then grants privileges to others.
Meredith Owens
Merged in a post:
Allow admins to remove specially-designated members
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Thomas Powers
When an account has children/pets listed and the parents are removed from the account but a contact remains, the children seem to attach to the account. need the ability to delist/remove them from account if the parent contact is removed. Rental families that come and go this starts to become weird that there are children/pets on the account that don't live at the residence
Meredith Owens
Thomas Powers: We're considering providing administrators with a way to request making an information update on behalf of members/accounts. Therefore, we'll merge this post with that one so we can look into this as part of that!
Also, to clarify best practices, if a family has moved out of your community, that entire account should be deleted and a new one registered for the new owners/renters.
Meredith Owens
Merged in a post:
Allow admin to edit email and address
Elaine Thornton
Many of our residents are not tech savvy, and being able to enter or edit for them the mailing address, email address, and or phone number. We send our annual billing by mail via this service, and it takes much time to upload the information prior to the mailing process. Things change, and typos happen.
Meredith Owens
Elaine Thornton: As an administrator, you can update an account's physical address as needed from the "Members" section in the Admin Portal! Those instructions are provided here: Managing account addresses.
While there isn't a way for an administrator to edit a member's email address, we do have an open feature request for this. Therefore, we'll merge these posts.
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
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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.
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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)
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