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Smartwebs Solutions
Administrative
Administrative
User Guides for Managing Administrative Tasks in Smartwebs
User Guide - Navigation for Administrators
Owner Unit Management
FAQ - Can I Add More Than One Owner to a Unit?
User Guide - Edit Unit/Homeowner
User Guide – Add Unit/Homeowner
User Guide - Linking Homeowner Units
User Guide - How to Create Tags
User Guide - Owner/Unit Tags
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User Management
User Guide - User Management
User Guide - Adding Association Users
User Guide - How to Disable a User
Roles and Rights
User Guide - Roles and Rights
User Guide - Edit User Role
Email Notification Preferences
User Guide - Daily Digest
Satellite Offices
User Guide - Satellite Offices
User Guide - Adding an Association to a Satellite Office
Reporting
User Guide - Compliance Reports
Document Management
User Guide – Association Documents
Security
User Guide - Enabling Multi-Factor Authentication (MFA)
User Guide: Administrator Playbook to Support Smartwebs Multi-Factor Authentication (MFA)
FAQ - What is Multi Factor Authentication (MFA) and Why Does it Matter?
User Guide - Smartwebs Password Security Enhancement
Letter Parameters
FAQ - Why is my Custom Parameter Not Populating in the Template?
User Guide - Custom Parameters
FAQ - How Do I Replace Merge Fields in Letters?
Zero Touch Mailing Service
FAQ: What are the standard timelines for Violation letters and Statements sent via Zero Touch Mail?
Flyer - Zero Touch Mail
Association Setup
User Guide - Validate New Association Configuration
Vendor Management
User Guide - 1099 Processing
FAQ - How Do I Process 1099s?
Email and Custom Domains
FAQ - How Can I Change the Sender/Reply Email Address in Smartwebs?
FAQ - Can I Update the Email Sender of One HOA in Smartwebs?
FAQ - What will and won't change if I use a custom email domain and sender email address in Smartwebs?
FAQ: How Do I Mark an Email as a Safe Sender?
Data Storage
FAQ - How Can I Keep Files Under the 12 MB Limit?
Support
User Guide - Best Practices for Support Tickets
Preferences
FAQ - How Do I Save My Column Preferences in the Accounting Owner/Unit Grid?
HOA and Data Transfers
FAQ - How Do I Transfer My Current HOA to a New Management Company?
