Contacts and Consent -Setting Up Board Members in CINC Core
Contacts and Consent -Setting Up Board Members in CINC Core
Board member roles in CINC Core are assigned at the contact level. This means that when a homeowner serves on the board, their specific contact record is linked to the board member role, ensuring that board-related correspondence and permissions are tied to the correct individual.
Follow these steps to set up board members:
In CINC Core, go to Setup > Association Setup.
The Association List page displays. Select the association’s link.
The Association Information page displays. Click the Directory tab.
The Board Members page displays. Select Board Members as the View option. This page displays board members as well as committee members for an association.
Select the appropriate member type from the Board/Committee drop-down list and click Refresh. The committee types are created in the System > Drop Down Options.
To view or edit an existing member's information, click on the member’s name in the grid. Their information auto-populates in the bottom portion of the page. Edit as needed and click Save.
To delete an existing member, select the checkbox next to that member’s name and click Delete.
To add a new member to the board or to a committee, click New.
At the bottom of the page, enter the following information and click Save:
Field
|
Description
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Name
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Enter the first and last name of the homeowner (up to 80 characters).
You can use the Name lookup to select an existing homeowner within the association and populate the address and email fields.
|
Type
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Select the membership type (e.g., President).
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Board/Committee
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Select the group to which the homeowner is to be assigned.
Note: A homeowner that is on both the board and a committee should be set up separately for each group.
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Term Expires
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Select the expiration date of the member's term.
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Responsibility
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Choose the member’s additional responsibility, if any.
For example, an "ARC Chairperson" responsibility enables ACC decision-making access in the web portal’s board member modules.
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Board Title
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Enter a title (up to 100 characters) to use with correspondence tags.
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Address, City/State/Zip
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Enter the property address of the member.
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Birthday
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Select the member’s birthday.
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ID Number
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Enter a government issued ID Number — typically a driver's license or passport number. This is used on the Association Directory report when the FinCEN ID is enabled.
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FinCEN ID
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Enter the member’s 12-digit number assigned by FinCEN (Financial Crimes Enforcement Network).
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Home Phone/Mobile Phone/Work Phone
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Enter the member’s phone numbers.
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Enter the member’s email address(es) for the member.
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Comment
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Enter any additional notes for the member’s record.
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Board Login
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If the member has been set up with a login under System > Users, select their name.
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Identification Documents
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Upload identification document images (e.g., copies of driver's license or passport) as needed.
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