Invite council and owners

Everyone in your corporation lives on one list: Council & roster. Adding someone there records who they are. Inviting them gives them a login.

Those are deliberately two steps. You can put the whole building on the roster in an afternoon and let people in gradually.

Add someone

Council & rosterAdd member, then fill in:

The three roles

Owner — sees their own account and balance, their own invoices, the announcements, the documents the corporation has published, the meetings they can vote in, and the repairs they report. They do not see corporation-wide finances, other owners' accounts, or the roster's contact details.

Council — the full management view: compliance, meetings, all finances, documents, units, roster, vendors, announcements, settings.

Manager — the same view as council. Use it for a professional property manager or a strata agent working alongside the council, so the roster reads honestly about who is a volunteer and who is hired.

A full breakdown is in roles and permissions.

Give someone a login

On their roster row, choose Add email & invite. They receive an invitation email with a link, follow it, and set their own password. You never see or set it.

1. Council first

   Invite the other council members before anyone else. Meetings, votes and approvals need more than one person, and an approval queue with one approver in it defeats the point.

2. Then your property manager, if you have one

   Invite them with the Manager role.

3. Then owners, in a batch

   Post an announcement first so an invitation email isn't the first anyone has heard of the change. Then invite the building.

Resending and revoking

Invitations live on the roster row they came from. From there you can resend one that got lost or expired, and revoke one that went to the wrong address. Revoking an invitation that has already been accepted removes that person's access to the corporation.

Owners who never log in

Some owners will not use a portal, and that is fine. ManageStrata does not require an owner to have a login for the corporation's records to be complete. Without one:

• their lot is still billed and their ledger still accurate;
• they still receive announcements and notices at the email on their record;
• they cannot pay by card, and their payment gets recorded manually when the cheque arrives;
• they cannot vote electronically, and their vote is recorded on their behalf at the meeting or by proxy.

What to tell owners

Councils that get good adoption usually send something close to this:

We've moved the strata's records onto ManageStrata. You'll get an invitation email — follow the link and set a password. Once you're in you can see your account balance and invoices, pay online, read the bylaws and minutes, report a repair, and vote at meetings. Nothing about your fees is changing; this just replaces the paper.

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