---
title: FAQ - What can I expect from an Association Site Setup?
description: Learn what an Association Setup means, what Smartwebs needs from you, how long it takes, and how to request expedited setup or an association transfer.
---
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1. [Smartwebs Solutions](https://solutions.smartwebs.com/en-us/smartwebs-solutions?hsLang=en-us)
2. [Administrative](https://solutions.smartwebs.com/en-us/smartwebs-solutions/administrative?hsLang=en-us)
3. [Association Setup](https://solutions.smartwebs.com/en-us/smartwebs-solutions/administrative?hsLang=en-us#association-setup)
September 25, 2026
# FAQ - What can I expect from an Association Site Setup?
## Learn what an Association Setup means, what Smartwebs needs from you, how long it takes, and how to request expedited setup or an association transfer.
### What does a new Association (HOA) site setup entail?
The Association Setup process is how newly onboarded HOAs are configured in Smartwebs for clients with an exisiting management site and an active contract with Smartwebs.
It includes the site build, default configurations, user access, and functional validation. All of these tasks are performed by a Smartwebs Support CSR (Client Service Representative).
Once the process is complete, Smartwebs sends the client a confirmation of completion on the support ticket, noting that the requested association has been successfully configured and is ready for the client's use in managing the HOA.
### How long does the Association Setup process take?
The process begins when a Support ticket is received by Smartwebs from an existing Client. A standard association setup is completed in up to one week (5 business days).
### I don't want to wait a week. Can my Setup be expedited?
Expedited service with a 24-hour (1 business day) turnaround is available. Please request this option from the CSR assigned to the ticket when you submit your request. Please note that additional fees will apply for Expedited Setup.
### What should be provided for an Association Setup?
At least one Unit is required to complete a new Association setup. All units are preferred.
Please reference the template association within your management site which you would like your new association to mimic.
Please include all details of any variances or specifiations if you would any of the setup to differ from your template association.
**Important: If you are unsure which of your associations in Smartwebs is used as your template association, please ask the CSR assigned to your ticket this question. Please advise them if you would like your default to be changed to a different Association, or if you need any changes to be made to your existing default template configuration. **
### Are there different types of Association Setups?
Yes. There are 3 major distinctions, based upon which product tier, license, and integration setup you may or may not have with Smartwebs.
#### **1. MAX Client:**
If you are on the MAX product tier, which utilizes our full platform solution, all units, functions, and settings and configuration will be fully configured and managed in Smartwebs. This is the most exclusive and comprehensive offering and is preferred by clients interested in efficiently managing all HOA deliverables in one place.
**Within a MAX setup, clients streamline their processes for Accounting, Board Financials, Compliance, Architectural requests, Communications, Resident Portal, Work Orders, Vendor Management, Resale, and more, in a single platform.**
All functionality and settings will mimic your template association in Smartwebs.
#### **2. CORE Client, active integration:**
If you are on the CORE product tier or a legacy contract, which utilizes only part of our software solution, *and* your source data is housed within another system of record which Smartwebs integrates with (such as VMS, Connect, CINC), the Owner/Unit data will be imported from the integrated backend.
The rest of the functionality will mimic your template association in Smartwebs.
Please note that owner/unit information will be pulled as is from the integrated backend, including any data errors and duplicates therein. **We recomend clients carefully review and correct data issues in your system of record before this process begins.**
#### **3. CORE Client, no active integration:**
If you are on the CORE product tier or a legacy contract, which utilizes only part of our software solution, and your source data is *not* housed within another software which Smartwebs integrates with, the Owner/Unit setup will be uploaded from the Owner Import Sheet which you can request from the CSR and fill out with your owner/unit information.
The rest of the functionality will mimic your template association in Smartwebs.
**Please note that all required fields must be correctly filled in by the client, for the upload to be successful.**
### What if the association was previously in Smartwebs?
If the association is currently or was formerly managed by another company using Smartwebs, that information must be provided when the request is submitted, as this will shift the request from a New Association Setup process, to an **Association Transfer** process, which has differing requirements and timelines.
Refer to: [**FAQ - How Do I Transfer my HOA to a New Management Company?**](https://solutions.smartwebs.com/en-us/smartwebs-solutions/faq-how-do-i-transfer-my-current-hoa-to-a-new-management-company?hsLang=en-us) for the association transfer process and deliverables.
### What happens after setup is completed?
Once setup is complete, the CSR will perform basic validation and notify the client that the association is confirmed ready for use. At this time we invite you to also validate the setup and ensure that all your setting and functionality expectations are met before the ticket is resolved.
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