How Do I Add or Edit an Organization Contact

Organization Settings > Contacts stores the people HOA Start (and, where relevant, third parties) should reach out to for specific topics — separate from the organization's Members list, which is for residents/owners, not administrative contacts.

When would you use this?

• Naming a "Website Administrator" contact so HOA Start knows who to reach about the organization's online account or portal, separate from billing questions.
• Adding a dedicated Billing contact so invoicing and payment questions go to the treasurer instead of the general Website Administrator contact.
• Updating a contact's email or phone number after that person changes roles on the board.

Steps

1. Click Organization Settings in the left nav.
2. Click the Contacts tab.
3. Click Add / Edit.

1. Select a contact type. General is for the organization's main administrative contact (e.g. a Website Administrator); Billing is described in the platform as "Contact for billing and invoicing matters." If a contact of that type already exists, this reopens it for editing (e.g. "Edit Website Administrator"); if not, it opens a blank Add form for that type.

1. Fill in Name, Email Address, and Phone Number (Phone Number includes a country-code selector, defaulting to United States, +1).
2. Click Save.

Removing a Contact

On the Contacts tab, each existing contact's row has a Remove link — click it to delete that contact entirely.