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Documentation & Tutorials

▶ Video tutorials ? Frequently asked questions

Get started with ProjexaOne

What is ProjexaOne?
Registration and first access

Admin application

HOA Dashboard
Units and unit models
Residents and invitations
Receivables
Payments: report, approval and receipts
Bank reconciliation
Notices
Tickets and maintenance
Assemblies: full lifecycle
HOA documents
Team, roles and permissions
Audit log
HOA settings
Reports
Backup and data cleanup
Maintenance and work orders
Clearance certificate: request, validation and issuance
AI assistant
Plan usage
Automations

Resident web portal

First portal access
Statement and payment report
Assemblies and voting from the portal
Request clearance from the portal

Mobile app

Install and first mobile access
Report a payment from mobile
Vote in an assembly from mobile
Request clearance certificate from mobile

Subscriptions & billing

Plans and limits
States and lifecycle

Emails & notifications

Automated email catalog
Custom email templates

Electronic signatures & QR verification

Configure the authorized signer
Public QR verification

Security & privacy

Multi-tenant, roles and permissions
Sessions, passwords and MFA

Help & support

How to open a support case

Documentation & Tutorials

Security & privacy

Multi-tenant, roles and permissions

Isolation between Organizations/HOAs, role hierarchy and controlled actions.

Sessions, passwords and MFA

Best practices for access, recovery and second factor.