Documentation

User guide

How to set up your account, run the board and manager workflow, and manage users.

1 · Getting started

1Choose your side on the home page — HOA Board or Property Management Company. A brand-new subscriber's first community starts with a 30-day free trial: payment details are collected at signup, but you are charged $0 until the trial ends.
2Enter your organization details. AccordView assigns your organization a random 4-digit ID and creates a second organization for the other side with its own 4-digit ID.
3Linking a partner who already uses AccordView: enter their 4-digit ID and their name and email fill in automatically. No ID? Enter their company name and email and we try to match them. An HOA already tied to another management company cannot be linked until that relationship ends.
4After payment you see confirmation that two emails went out: a welcome email to you and an invitation to the other side.
5Open the link in your email to create a password, or sign in with Google. You can also request a single-use email sign-in link from the sign-in page. No password is ever emailed to you.
6You are the super admin of the account, and the organization that pays owns the license and the seats for that community.

1Dashboard — community health, items requiring attention, recently completed work, the weekly board update, and your subscription expiration alert.
2Tasks — every issue and action item with owner, priority, due date, and stage. Click any row for the full history and journey map.
3Projects — larger capital work grouped by stage and budget.
4Portfolio (management companies only) — every community you manage; click one to open that community's own workspace. The community you are viewing is always named in the header.
5Board Meetings — live action items, projects, and issues by month, with PM and Board check marks that update automatically, plus Upload board meeting notes.
6Reports — the weekly or daily update digest and its delivery settings.
7Admin — users, seats, invitations, billing, and account linking.

1Create work from Tasks → New item and pick a category: Issue, Project, or Action Item. The dashboard groups work by those categories.
2Assign it to the property manager, set the priority, and request a due date.
3Add comments the manager can answer inline.
4Open any item to see its journey map — Open, In Progress, Ready for Board Review, Accepted/Closed — and tick off the checklist steps your side owns. An item only advances once the current stage's steps are done.
5Watch for items marked Ready for Board Review — that is your queue.
6Review the manager's proof of completion, then Accept & Close, or Return to PM with a note explaining what is still outstanding.
7You cannot mark a manager-owned task complete yourself; acceptance is the board's step and completion is theirs.
8Leave a satisfaction rating on any item — satisfied, neutral, or concerned — with an optional note. One rating per person per item, changeable any time, and both sides can see it.

1Open your assigned queue from Tasks. Every item assigned by the board appears there.
2Set the expected completion date so the board sees a realistic timeline.
3Work the journey map checklist for the current stage. Projects come with suggested steps (scope, bids, board approval, vendor scheduling, completion, invoice, walkthrough) and you can add your own.
4Post status updates as work progresses — each update is timestamped and permanent.
5Record the vendor and the amount on the item so the board can see cost without a separate email.
6Mark the item Ready for Board Review when the work is done. The board accepts or returns it.
7Answer board comments directly on the item so the whole thread stays in one place.
8Watch board ratings on your items, and see the roll-up under Manager recognition on the Portfolio page — overall, or one community at a time.

1Board Meetings shows the real issues, projects, and action items grouped by month, so the meeting list is never a separate copy of the work.
2The PM and Board check marks come straight from each item — PM when the manager has taken it on, Board once the board has accepted and closed it.
3Upload board meeting notes accepts Word (.docx), spreadsheet, and plain-text files, and optionally a meeting date. Older .doc files need to be saved as .docx first.
4The notes are read and turned into suggested issues, projects, and action items. Review the list: edit the title, summary, category, priority, and dates, and untick anything you don't want.
5Create the selected items — only then is anything saved, and each one lands in the normal workflow.
6Files are not stored; only the text is read to make the suggestions.

1Admin → Users lists everyone on both sides of the linked account, with role and organization ID.
2Your subscription includes 5 seats for that community, split however the purchasing admin wants across board and manager users. Unassigned seats stay as reserve for that same community and never transfer to another one.
3Invite a user by email; the seat is consumed when the invitation is created.
4Remove a user to free a seat immediately.
5Need a 6th user? Buy an additional seat at $39/month (annual accounts pay $39 times the months left in the term so all seats renew together).
6The purchasing admin can grant admin rights to any user. Only a super admin can create another super admin, and there can be at most 2 — on the purchasing side.

1A first-time subscriber's first community is free for 30 days. Any community added later by an existing subscriber is billed immediately — the free trial is for new subscribers only.
2The dashboard shows a daily alert as the trial or paid term nears its end, and billing, plan changes, and cancellation live on the Account page.
3Renew early at any time — the term is added to your existing expiration date, so no paid days are lost.
4All charges are non-refundable, including on cancellation or deletion of an account.

1Each community holds its own license, so ending one board/manager relationship never affects the management company's other communities.
2Board-purchased account: a board super admin enters the new management company's 4-digit ID to transfer visibility of all tasks and projects — nothing is re-entered. The old company loses visibility and can then be closed.
3PM-purchased account: a PM super admin can close the HOA board organization, returning its seats to the management company. Those users lose access and are notified.
4Both actions are irreversible and are confirmed with an explicit warning before they take effect.
5A management company can add more communities at any time from Portfolio → Add a community; its own details are filled in for it, each community is a separate subscription billed immediately, and the paying company owns and allocates that community's seats.