HOA Settings
The HOA Settings page is where admins manage the association’s account details and configure defaults for tickets and variances. Navigate to HOA → Settings to get there. The page has three tabs: Account, Tickets, and Variances.
Account
Section titled “Account”The Account tab shows your association’s core information and lets you manage who’s in charge of the account.
Association details
Section titled “Association details”Your association’s legal name, preferred name, billing address, and HOA Hub URL are displayed at the top. Click Edit to update any of these. The URL is what your community uses to access HOA Hub — you can copy it to share with members.
Account owner
Section titled “Account owner”The account owner has the highest level of access, including billing management and the ability to transfer ownership. If you need to hand off ownership to someone else — like during a board transition — click Transfer Owner, select the new owner, and confirm. The new owner must be a contact who already has a user account attached.
Billing contacts
Section titled “Billing contacts”Billing contacts are the people who can access billing and payment settings. Click Update Billing Managers to add or remove contacts from this role. Only contacts with a user account attached can be selected as billing managers.
Tickets
Section titled “Tickets”The Tickets tab sets default automation rules that apply to all ticket forms unless overridden on individual forms. These are the same settings available in the form editor — auto-approval timing, auto-close timing, and expected agent response time.
Changing defaults here affects all forms that haven’t set their own custom values.
Variances
Section titled “Variances”The Variances tab lets you configure how variance IDs are generated. Set a prefix (like “VAR”) and a starting number (like “001”) so new variances are numbered consistently — for example, VAR001, VAR002, and so on.