How to Add a New Owner or an Existing Owner to a Unit

Step 1: Check if the Owner Already Exists in the System 

Go to My Community > Directory. 

• Type the owner’s first or last name in the search bar. 

• If your association has similar names, click on the name to verify the email address to confirm the correct user. 

Step 2: Add the Owner to a Unit 

If the owner is already in the system: 

1. Go to CM > Owner List. 

2. Use the search bar to type the unit number or address.

3.  Once you find the unit, click “Add an Owner.” 

Step 3: Assign an Existing Owner 

• In the search bar, type the owner’s name. 

• Click Select. 

• If this person will be the voting member for the unit, check the box. 
• Click Confirm. 

Step 4: Create a New Owner (if not in the system) 

If the owner is not already in the platform: 

1. Click “Create a New User.”

2.Enter the following information: 

a. Full First and Last Name

b. Email Address 

c. Role: Select Standard

d. Group (if applicable): Select the group(s)

3. Check the box to send an invite.

4. If this person will be the voting member, check the voting box. 

5. Click Create User. 

💡 Reminder: Always confirm whether the user already exists before creating a new one to avoid duplicates in the system. 

📧 Need Help? 
If you encounter issues or need further assistance, please contact our support team at: 
HOAstsupport@cincsystems.com