Utilizing Association Details View

Manage and review all associations from one centralized location. The Association Details view provides quick access to association information, balance tracking, invoice scheduling, and other association-level records and activities. Manage access and visibility by customizing privilege levels and board view rights for owners and other users. This helps ensure that each user has the appropriate level of access to association information.

Important Note: The options and information available may vary depending on your role and permissions. Some features or actions may not be available to all users.

Accessing the Association Details View

1. From the left-hand navigation panel, select Associations.
2. On the Associations page, you can:
   • Click Create Association to add a new association.
   • View your list of associations.
   • Use the Search bar to quickly find an association.
   • Select Resident or Vendor when searching or filtering association-related records.
   • Use More Filters to further refine your results.

3. Click the association you want to view.

   

The Association Details view provides several actions for managing the association, including:

• Edit – Update association information.
• Create Task – Create a task related to the association.
• Send Communication – Send a communication to relevant contacts.
• Start Message – Start a message or conversation within the association.
• Delete – Delete the association, if permitted by your role.

The Association Details view includes several sub-tabs that organize important association information in one place.

• Summary – Provides an overview of the association and key information at a glance.
• Files – Stores and provides access to documents and files associated with the community.
• Units – Displays the units associated with the association and provides access to relevant unit information.
• Board Members – Displays the board members associated with the association and their relevant information or access.
• Approval Rules – Allows you to review and manage approval rules configured for the association.
• Allotments – Provides information about the association's configured allotments and related allocations.
• Minii Intelligence Setup – Provides access to the association's Minii Intelligence configuration, including the setup used to enable AI-powered access to relevant association information and governing documents.

Note: Please refer to the Associations article for instructions on managing and configuring existing associations. 

The Association Details View provides a centralized workspace for reviewing association information, accessing related records, communicating with users, and managing association-level activity. Depending on your role and permissions, you may have access to different actions and information within this view.

Need Help?

If you have any questions or need further assistance, feel free to reach out to the ManageCasa Support Team or visit our Help Center for more guides and troubleshooting steps. We’re always here to help!