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Adding board members and signatories

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Duration
05min, 36sec

Presenter
UpperBee

Level
Beginner

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Course description

This UpperBee training is about setting up the board members access rights, as well as how to create one or more non-resident administrators. You will then learn how to give them various roles (president, secretary, treasurer, etc.) according to your needs. The role of “other” administrator is reserved for an individual requiring administrator access without his name appearing in the list of condominium administrators. Finally, you will learn how to manage bank signatures and authorization limits for administrators and manager. 

 


Contents

00min, 00sec : Introduction

00min, 30sec : Where to go to set up a board of directors

00min, 40sec : Adding board members

01min, 05sec : Adding a co-owner group

02min, 20sec : Configuring bank signatories

03min, 40sec : Adding a signatory 

05min, 30sec : Closing

Category(ies)

Communication, Software


Presenter

UpperBee

UpperBee’s team includes several property managers from one of the largest condominiums and homeowner associations management company in North America. We are therefore pleased to be able to share with you our many decades of experience in condominium and HOA management field.

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