One roster for units, owners, board, and vendors
Search and filter members, and respect role-based visibility so staff and residents each see what they should—after data is loaded (see Import & export).
- 201M. AlvarezOwner
- 202T. NguyenTenant
- 203P. SantosOwner · Secretary
- 204J. WhitfieldOwner
Spreadsheets drift; nobody owns the master list
The treasurer keeps one roster for billing. The secretary maintains another for mailings. The president has a third for emergency contacts. Ownership changes, nobody syncs, and by year-end no one trusts any of the three. The directory is the foundation — everything else (SMS, violations, polls) depends on it being accurate.
Capabilities
Property & unit records
Track units, owners, and contact paths in one place.
Roles & groups
Board, residents, workers, vendors—permissions that match real HOAs.
Search & segments
Find members quickly and target messages by group when you broadcast.
Directory in the portal
Residents see the directory views you allow.
From zero to running
- 01
Load the initial roster
CSV import for clean spreadsheets; assisted migration if yours is messy. Unit number + owner name + at least one contact method is the minimum.
- 02
Assign roles and groups
Tag each member with a member_type (management, worker, vendor, resident) and granular role. Add to ad-hoc groups for targeting (e.g. Pool Access, Board Officers).
- 03
Invite residents to self-verify
Send residents their record via portal invite — they confirm phone, email, and preferences. Edits are logged.
- 04
Keep it current as units turn over
Mark departed members; never hard-delete. A 7-year retention window covers audits without cluttering live queries.
What this looks like in a real association
New owner moves in
Add the unit’s new record. A welcome SMS fires on consent capture; the old owner is marked departed with a reason.
Emergency contact list
Export every member with phone + preferred language for first-responder packets.
Board reshuffle after election
Reassign roles in seconds — treasurer → past-treasurer, board-member → president. Audit log keeps the history.
Questions boards actually ask
How many members can the directory hold?
Starter tops at 50 units, Growth at 200, Pro at 500. Members and units are tracked separately — one unit can have multiple members (co-owners, tenants, occupants).
Can residents see each other’s contact info?
Configurable. Board-only by default. You can expose a reduced view (name + unit, no phone/email) to residents if your bylaws allow.
What about GDPR / privacy law?
Members can request data export or deletion. Financial records retain for 7 years (IRS); other personal data is removed on request, subject to audit holds.
Put directory & data to work in your association
Sign up free, invite the board, and see how this fits your community in an afternoon.