Board Member account type
closed
T
Tom Banks
Can we add an Account Type "Board Members"? As board members change periodically, and we restrict certain documents to Board Members Only on the website, it would be more efficient to have an Account Type Board Members, than having to list by board member name and then have to periodically go in and delete and add names of board members.
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Meredith Owens
closed
An account's type should generally never need to change. Since board member positions transition regularly, we don't recommend creating an account type for them.
Instead, we recommend using the "Groups" feature for this purpose! Groups are much more flexible and designed to change over time. You can learn more about this feature and how to create a group here: https://help.hoa-express.com/en/articles/2350247-about-groups.
If you need further assistance with setting this up, please contact our customer success team: https://help.hoa-express.com/en/articles/2390052-contact-our-customer-success-team.