HOA Settings

Applies to:Owner, Admin

The HOA Settings page is where admins manage the association’s account details and configure defaults for the rest of the app. Navigate to HOA → Settings to get there.

The page is a row of tabs: Account, Requests, Variances, Accounting, and Community. The Accounting tab is covered in Understanding Accounting. Violation settings are under Violations → Settings; see Violation Settings. Billing settings have their own page under Billing; see Setting Up Billing.

Account

The Account tab shows your association’s core information and lets you manage who’s in charge of the account.

Association details

Your association’s legal name, preferred name, billing address, timezone, and HOA Hub URL are displayed at the top. Click Edit to change the names, the billing address, or the timezone; the timezone decides when payments are late and when automated billing runs. The URL is what your community uses to access HOA Hub — you can copy it to share with members.

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.

Danger

Transferring ownership removes your ownership permissions immediately. Only the new owner can transfer it back.

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.

Features

The Features card lets you switch off parts of HOA Hub your association doesn’t use — Access requests, Billing, Accounting, and the Community feed. Switching one off hides its navigation and pages for everyone; your existing data is left alone and comes back if you switch it on again. You’re asked to confirm before anything is turned off, and turning something back on is immediate.

Requests

The Requests tab sets default automation rules that apply to all request forms unless overridden on individual forms. These are the same settings available in the form editor — auto-approval timing, auto-close timing, and expected response time.

Changing defaults here affects all forms that haven’t set their own custom values.

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.

Community

The Community tab holds the Directory card and, when the community feed is turned on, the feed’s settings.

Directory

Contact details decides whether residents’ email addresses and phone numbers appear on contact cards in the Directory:

• Shown by default — each resident’s preferred email and preferred phone appear unless they hide them
• Hidden by default — nothing appears until a resident chooses to show it
• Off — residents can’t open contact cards, and no contact details appear

Associations start at Hidden by default. The change saves as soon as you pick an option.

Residents choose for themselves under Directory on the Preferences tab of their profile, and you can set it for a contact on their page; see Managing the Directory. Changing the default here doesn’t override a choice already made. Even when it’s Off, residents can still leave the Directory.

Community feed

The feed’s settings hold two controls:

• Profanity filter — on by default. Blocks posts and comments containing offensive language as they’re submitted.
• Automatic suspension — off by default. When on, you set a rule in a sentence: suspend after N removals in N days, for N days.

Both are explained in full in Moderating the Feed. Changes save as you make them.

Where to go next

• Turning access requests on or off? See Reviewing Access Requests.
• Setting up assessments and invoices? See Setting Up Billing.
• Changing who can do what? See Managing Users.
• Setting up violation notices and numbering? See Violation Settings.
• Hiding a contact from residents? See Managing the Directory.