FREE

Back to trainings

Adding board members and signatories

START

Check free online training

Duration
05min, 36sec

Presenter
UpperBee

Level
Beginner

Share this course



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.

Find out more


LEAVE A COMMENT

Your email address will not be published. Mandatory fields are indicated with *

    This site is protected by reCAPTCHA and the Google
    Privacy Policy and
    Terms of Service apply.


     

    Recently published

    Tell us your needs

    UpperBee offers management software solutions for all property types. But which solution should you choose? Let us guide you and choose your demo according to your needs!

    MANAGER | CONDO | RENTAL | TRACK&FIX | MEETING | BONJOUR | PAY