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User Guide - Managing Association Documents

You can manage your documents and folders through two platforms: your Association Website (while logged in as an Admin) or the Smartwebs Office Site. Both use the same permission settings.

Option 1: Association Website

  1. Log in to your website using your Smartwebs credentials.
  2. To create a group: Click Add New Group.
  3. To add content: Click on a Group, then select Add Item to upload documents, create folders, or add links.

Option 2: Smartwebs Office Site

  1. Log in to office.smartwebs.com.
  2. Navigate to Manage > Association > Documents.
  3. To create a category: Click Add New Group.
  4. To add content: Click on a Group, then select Add Item.

Visibility Settings

When creating a Group, you must select a visibility level to control who can view the content:

Level

Who can see it?

Public

Anyone visiting the website.

Resident

Logged-in users with the Resident role.

Board

Logged-in users with the Board role.

Vendor

Logged-in users with the Vendor role.

Management

Logged-in users with the Management role.