Managing Users

Applies to: Owner, Admin

Users are the login accounts that people use to access HOA Hub. Every user account is linked to a contact record — you always start from a contact when granting someone access.

Users vs. contacts

A contact is a person in your community directory. A user is a login account. Not every contact needs a user account — you might have contacts on file for absentee owners or past residents without giving them access to log in. When you invite someone, you’re creating a user account and linking it to their existing contact record.

Inviting a new user

To give someone access to HOA Hub, you need to start from their contact record:

Open the person’s contact page from the Neighborhood directory
Switch to the Users tab
Click Invite User
Enter their email address and select a role
Send the invitation

The invited user will receive an email with a link to create their account. Until they accept, they appear in the Unanswered Invitations section of the contact’s Users tab.

The Users tab on a contact detail page showing an active user, an unanswered invitation, and the Invite User button.

User roles

Each user account has a role that determines what they can see and do:

Role	Access
Owner	Full access to all features and settings. Can manage billing and transfer ownership.
Admin	Full access to all community management features. Cannot manage billing or ownership.
Board Member	Can create events, view the inbox, and access board-level features.
Resident	Can browse the directory, view documents, submit tickets, and RSVP to events.
Billing Manager	Can access billing and payment settings.
Agent	Can manage tickets in the inbox.

Viewing all users

For a quick overview of every account in your community, navigate to HOA → Users. This page lists all users with their email, role, status, and last login date. You can search by email and filter by status.

The Users page showing a table of users with Email, Role, Status, and Last Login columns, plus a search bar and Active/Inactive toggle.

Deactivating a user

If someone should no longer have access — for example, a board member whose term has ended or a resident who has moved — you can deactivate their account from the HOA → Users page. Deactivated users can no longer log in but their contact record and history are preserved.