How do I connect a property to an association?

Once you have created your properties and associations in ManageCasa, you can link them together to automate the charging of association dues. Connecting a property to an association ensures that dues are generated at the frequency you set.

Important Requirement: A property must have a property owner assigned before it can be added to an association. Properties without an owner cannot be connected.

Steps to Add or Connect a Property or Unit to an Association

1. Open Associations 

   From the left navigation menu, click Associations.

2. Navigate to the Association 
   • Locate and select the association you would like to update.
3. Go to the Units Tab
   • Click the Units tab.
4. Add Units
   • In the Units tab, click the Add Units button.
   • Select the property or properties you want to connect to the association.
5. Finalize the Connection
   • Click Add Units to confirm.
   • The selected properties will now be linked to the association, and dues will be automatically generated.

Alternative Method: Add or Connect Units via Property Units in ManageCasa

1. Open Property Units
   From the left navigation menu, click Property Units.
2. Navigate to the Property
   Locate and select the property you would like to associate.
3. Edit the Property
   You can edit the property by either:
   • Clicking the three dots (…) and selecting Edit, or
   • Opening the property and clicking Edit.
4. Assign the Association
   Under General Information, locate the Association field and select the appropriate association.
5. Save Changes
   Click Next, then click the Update Property button at the bottom of the screen to apply your changes. The property will now be linked to the selected association.

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!