CMS - How to: Setup Directors/Trustees

Created by Mienette van Heerden, Modified on Wed, 17 Jul, 2024 at 8:54 AM by Mienette van Heerden

1. Select Trustees/Directors

Navigation: Community Level > Settings > Users

Based on the Trustees/Directors elected, from the right-hand side menu dropdown bar, select which owners are the trustees.

Once selected, click on Update Directors/Trustees, and an email will be sent to these trustees, with a link to log into their trustee portal.

If the trustee elected is not a unit owner, you will have to add the trustee as an additional user.

Navigation: Community Level > Settings > Users > + Add new User

Complete all the necessary fields, and remember to tick the Director/Trustee box.

Note: Trustees have certain permissions setup, which can be changed as needed, CMS - How to: Set up Permissions, please refer to point 3.