Edit Household Types
Every Household is assigned a Household Access Type — Owner, Renter, Contractors, Prop Manager, or Other. Use the HOUSEHOLDS SETUP window to control which of these types can receive dues invoicing and which can participate in voting.
Steps
- Click on the Households tab on the vertical Dashboard menu at the left side of the screen.
- Click on the Households tab.
- Click the Households Actions button and choose Edit Types.
- In the HOUSEHOLDS SETUP window, adjust the two permission toggles for each of the five Household types (see below).
- Set each type independently — a type can be allowed for dues only, voting only, both, or neither.
- Click Save to apply your changes.
The Two Permissions
- Allow Dues — lets a Household of this type receive invoicing for dues and fees.
- Allow Voting — lets a Household of this type participate in voting and surveys.
To exit without applying changes, click Cancel, press Esc, or click the X button.