For Board Admins

Managing Members

Board Admins control who has access to your NeighborBase portal. You can invite board members, invite residents, manage pending invitations, and remove people when needed.

Inviting Board Members

Only Board Admins can invite other board members (or promote someone to Board Admin).

1. 1

   Go to Settings → Members

   Click Settings in the sidebar, then select the Members tab.
2. 2

   Enter the person's email and select their role

   Type their email in the invite form. Use the role dropdown to select Board Member or Board Admin. Reserve Board Admin for people who should have full control over settings and billing. The Property Manager role is assigned via the Clerk dashboard — contact your board admin if a property manager needs access.
3. 3

   Click "Send Invite"

   They'll receive an email invitation. Until they accept, you'll see them listed as "Invitation pending" with an option to revoke the invite.

Inviting Residents

Follow the same steps above but select Residentas the role. Residents can submit and track requests, but won't have access to board-only features like tasks, internal notes, or settings.

Pending Invitations

After sending an invite, the person appears in the Members list with an envelope icon and “Invitation pending” status. The list refreshes automatically every 15 seconds and when you switch back to the tab.

To cancel an invitation before it's accepted, click Revoke next to the pending entry.

Removing a Member

Find the member in the list and click Removenext to their name. You'll be asked to confirm before the removal takes effect.

Role Reference