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How to Change Groups for Users and Admins

This guide provides you with clear instructions on how to check if your association has groups enabled and how to update group assignments for users or admins.

Step-by-Step Guide: 

Step 1: Confirm that your association has the Groups feature set up. 

  • Look at the menu options at the top of your screen. 
  • If you see “Group(s):” next to “Developer”, then your association has groups enabled. 

Step 2: If your association does not have this feature but you need it, please reach out to our team: 

  • Or send a request through the “Contact Us” button in this Knowledge Base. 

 

Step 3: Once you’ve confirmed groups are enabled, go to: 
CM > Assign Groups 

Step 4: Use the search bar and type your last name (without spaces). 

Step 5: Update the group settings: 

  • ✅ Click the boxes that match the groups you need. 
  • ❌ Uncheck the boxes that don’t apply. 
  • When finished, click Update

Step 6: For best results, log out of your account and then log back in to ensure the changes are applied. 

 

💡 Need Help? 
If you experience issues or need further assistance, please contact: 
📧 HOAstsupport@cincsystems.com