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Using the My Profile Page - Homeowner & Board App

Contacts & Consent - Using the My Profile Page - Homeowner & Board App

The My Profile page has been renamed to Account and includes four sections: Account Details, Communications, Directory, and Member List. This structure allows residents to quickly locate and update a specific setting without navigating through a single combined page.

To access the new Account page, tap Menu > My Profile.

From any of the four pages in Account, homeowners can view account information, tap Switch Account to switch between registered accounts without logging out, or tap Add Account to register a new account.

Managing Account Details

The Account Details page holds the homeowner's identity and sign-in settings, giving them reliable access to the app and ensuring communications are delivered to the correct email address.

To access this page, tap Menu > My Profile > Account Details.

From this page, homeowners can:

  • Tap the Edit icon to add or update their First Name, Last Name, Email Address, and Password.

  • Enable Allow Tenants to Login.

  • Enable Use Biometrics to log in.

Managing Communications

The Communications page is where homeowners control how their associations reach them, ensuring that notices and statements are delivered through the right channel.

To access this page, tap Menu > My Profile > Communications.

From this page, homeowners can:

  • Tap the Edit icon to add or update phone numbers and enable SMS text messaging for specific numbers.

  • Tap the Edit icon to set up association Communication Preferences for email and mail.

  • Tap the Edit icon next to Manage Email Addresses to add or update a secondary email address.

  • Tap the Edit icon next to Manage Mail Addresses to add or update mailing addresses. When the Mailing Address toggle is enabled, all property contacts at that address receive mail correspondence.

  • Enable Receive eStatements to receive electronic statements instead of paper statements. Manage Interest Groups to opt in to receive association email communications. Enable Email Notification Preferences for association messages and calendar events.

  • Click I Accept on the Communication Preferences Disclaimer to acknowledge communication changes.

Managing the Directory

The Directory page is where homeowners control what information is visible to other members of the community.

To access this page, tap Menu > My Profile > Directory.

From this page, homeowners can opt in or opt out of the information displayed to the community in the published directory, association website, or Homeowner & Board Portal.

Managing the Member List

The Member List page is where homeowners choose whether to display on the association's official membership roster.

To access this page, tap Menu > My Profile > Member List.

From this page, homeowners can tap the Edit icon to access the Edit Membership List Opt-Out page and opt in or out of the membership lists.

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