🏘️ HOA Assist

Managing Residents

Managing Residents

Resident accounts give homeowners access to the HOA Assist resident portal for their specific lot.

Adding a new resident

When a homeowner moves into your community:

  1. Log in to the board management interface
  2. Go to Residents → Add Resident
  3. Enter the homeowner's name, email address, lot number, and move-in date
  4. Click Send Welcome Email

The homeowner will receive an email with their portal URL and instructions for setting their password.

Updating resident information

To update a resident's name, email, or contact details:

  1. Go to Residents and search by name or lot number
  2. Click Edit on the resident record
  3. Make changes and click Save

Important: Changing a resident's email address will update their login credential. Notify them of the change.

Deactivating a resident

When a homeowner sells or moves out:

  1. Find the resident in the Residents list
  2. Click Deactivate
  3. Confirm the action

Deactivated accounts lose portal access immediately. All records are retained for historical reporting.

Multiple owners per lot

If a lot has co-owners, each can have their own portal login. Create a separate resident account for each person who needs access, linked to the same lot number.

Lot numbers

Each resident record is tied to a lot number. Lot numbers must match your community's official plat. Contact your DryDev account manager if you need to adjust your lot list.

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