Provider Admin — Manage It Easy

New Account Setup

Walk through each step to onboard a new association. The portal goes live the moment you click Create.

Lead Info

Plan

Portal Setup

Review & Launch

Lead Information

Step 1 of 4

Association / Community Name *

Association type

Number of Units *

How Did You Hear About Us?

Primary Contact

Contact Name *

Contact Email *

Contact Phone

Special Requirements

* required fields

Live portal preview

New Association

50 units · Free plan

Apps this account will have

Active Accounts

Subscription & Trial Codes

Hand out promo codes for free trial periods · pair with Stripe once billing goes live

Association

Redeem a Promo Code

Trial Codes

Trial Status by Association

Upgrade Requests

Submitted from the Upgrade button in an association's portal. Approving sets the plan, ends the trial and emails the contact.

Registration Requests

Submitted through register.html. Approving creates the association, grants the contact board-admin access, and emails them a sign-in link.

Provider Admins

Full access to every association

Name *

Email *

They do not need an account first — we create one and email them a sign-in link.

Current Provider Admins

Activity Audit Log