Homeowners
Manage residents, board roles, portal invites, homeowner status, imports, exports, and homeowner history.
Overview
The Homeowners module is the source of truth for resident profiles. It stores names, units, addresses, email, phone, status, contact preference, portal linkage, board status, and board role.
Homeowner records drive dues generation, resident portal access, violation assignment, maintenance history, mailed statements, board attendee lists, and notification recipients.
Homeowner List
The list page includes:
- Search by first name, last name, or unit
- Status filter
- Contact preference filter
- Active, delinquent, and inactive counts
- CSV import
- CSV export
- Add homeowner
- Deleted homeowner view
- Pagination
Rows are ordered by unit.
Homeowner Statuses
| Status | Meaning |
|---|---|
| Active | Current resident included in active operations |
| Delinquent | Resident has late dues or board-marked delinquency |
| Inactive | Resident is retained but not active |
| Moved out | Historical resident record |
Active homeowners receive dues records when a dues period is generated. Adding an active homeowner can also generate current-period dues when a period already exists.
Contact Preference
Contact preference can be:
- Portal
- Phone
This preference helps the board decide how to contact residents. It also powers workflows such as identifying offline residents who need mailed dues statements.
Adding a Homeowner
When adding a homeowner, enter:
- First and last name
- Unit
- Mailing/property address fields
- Email and phone
- Status
- Contact preference
- Move-in date
- Board member flag and board role, if applicable
Only presidents can assign or change board status and board role. Non-presidents preserve existing board role values when editing.
Importing Homeowners
CSV import supports bulk creation. Import behavior:
- Existing units are used to detect duplicates.
- Rows with duplicate units are skipped.
- Rows without a unit can still import.
- Active imported homeowners can receive current-period dues records.
- Imported board roles mark those homeowners as board members.
The import result reports imported rows, skipped rows, and dues-linked homeowners.
Resident Invites
Residents need portal invites to link their user account to a homeowner record.
Invite behavior:
- Requires an email address.
- Creates a unique token.
- Token expires after 7 days.
- Sends email through Resend when configured.
- Returns a link even if email sending fails, so the board can copy it manually.
- Bulk invites skip already linked homeowner accounts.
Once linked, the homeowner detail page shows that portal access is active.
Homeowner Detail Page
The detail page includes:
- Contact information
- Mailing address
- Contact preference
- Board role
- Recent dues
- Statement PDF link
- Receipt links for paid dues
- Audit history
- Recent violations
- Recent maintenance requests
- Quick actions to create a violation or maintenance request for that homeowner
Use the detail page when reviewing a specific resident's complete operational history.
Deleting and Restoring
President-only delete behavior:
- Soft-deletes the homeowner.
- Soft-deletes that homeowner's violations.
- Soft-deletes that homeowner's maintenance requests.
- Logs the action.
- Removes records from default operational views.
Restoring a homeowner restores the homeowner and cascade-deleted violations and maintenance requests.
Exports
The Homeowners export generates a CSV of current homeowner data for the community. Use it for board records, audits, mail merges, and offline review.