Board Member Guide

Board MemberResource Center

Comprehensive guide to managing your community effectively through the board portal

Portal Navigation Guide

Learn how to effectively use your board portal to manage community operations

Board Portal Access

Access your dedicated board management portal

Board Portal Dashboard
1Log in to Community Link with your board credentials
2Navigate to the 'Board Portal' section
3Access meeting materials, agendas, and minutes
4Review and approve documents securely
Go to Portal

Managing Documents

Access and manage community governing documents

Documents Section
1View bylaws, CC&Rs, and policies
2Upload and organize meeting minutes
3Share documents with other board members
4Maintain document version control

Financial Reports

Review financial statements and budget information

1Access monthly financial reports by the 15th
2Review income and expense statements
3Monitor budget vs. actual spending
4Download reports for board meetings

Owner Communications

Communicate with homeowners effectively

Announcements
1Send mass emails to all residents
2Post community announcements
3Review and respond to owner requests
4Monitor community discussions

Meeting Management

Schedule and manage board meetings

1Create meeting agendas and schedules
2Distribute meeting materials to board members
3Record attendance and minutes
4Track action items and follow-ups

Reporting & Analytics

Access community analytics and reports

1View collection rates and delinquency reports
2Monitor architectural review requests
3Track maintenance and violation status
4Generate custom reports for meetings

Board Best Practices

Tips for effective community governance and board management

Regular Portal Checks

Log in weekly to stay updated on community activities and financial reports

Timely Responses

Review and respond to owner requests within 48-72 hours

Document Everything

Keep detailed records of all board decisions and communications

Financial Oversight

Review monthly financial reports thoroughly before board meetings

Open Communication

Keep homeowners informed with regular updates and transparent processes

Professional Support

Leverage your management company's expertise and resources

Need Assistance?

Our management team is here to support your board's success