Inviting Members — Fourplex Help

How do I invite a new member?

Any board member can send invitations.

Go to Members in the sidebar.
Click Invite Member.
Enter the person's email address.
Select their role (President, Treasurer, Secretary, or Member).
Assign them to a unit — select the unit number they own or occupy.
Click Send Invite.

The invitee receives an email with a magic link. They click it to create their Fourplex account (or sign in if they already have one) and join the HOA. Once accepted, they appear as an active member in the member list.

What happens when the invitee gets the email?

They receive an invitation email with a link. Clicking the link:

If they don't have a Fourplex account: they'll create one.
If they already have a Fourplex account from another HOA: they'll be signed in and connected to your HOA.

After accepting, they'll see the dashboard with whatever features are available to their role.

How do I assign someone to a unit?

Unit assignment is part of the invite flow. When you create the invite, you'll select a unit number from a dropdown. The unit is stored on their member record and shown in the member directory.

A member can be assigned to more than one unit — for example, if someone owns multiple units in the building.

How do I check whether an invite was accepted?

Go to Members in the sidebar. Invites that haven't been accepted yet show a Pending status next to the person's name. Once the invitee clicks the link and completes setup, the status changes to active.

How do I resend an invite?

Go to Members in the sidebar.
Find the pending invite.
Click on it and select Resend.

A new email with a fresh link is sent to the same address. Previous invite links are invalidated when a new one is sent.

How do I cancel an invite?

Go to Members in the sidebar.
Find the pending invite.
Click on it and select Cancel.

The invite is removed from the list and the original link no longer works. If you want to invite them again later, you'll create a new invite.

How do I remove an active member?

Go to Members in the sidebar.
Click on the member you want to remove.
Click Remove Member.
Confirm the removal.

Removing a member records a departure date and immediately revokes their access to the HOA. This is typically used when a unit owner sells or a renter moves out.

How does a unit ownership transfer work?

When a unit is sold, the board initiates a transfer rather than manually removing the old owner and inviting the new one.

Go to Members → Transfers.
Click New Transfer.
Select the unit being transferred.
Enter the new owner's email address and role.
Confirm.

What happens automatically:

The old owner is marked as a former owner. Their access to the HOA is revoked. If they had a board role, that role is removed.
An invitation is sent to the new owner at the email address you provided.

What happens to a former owner after a transfer?

Former owners lose access to the HOA immediately. They cannot log in and view the dashboard or any HOA content. Their historical payment records are retained internally for the board's records but are not accessible to the former owner.

Where can I see past ownership transfers?

Go to Members → Transfers. This shows a log of all past unit transfers with dates, the unit number, and the names of the outgoing and incoming owners.