The admin dashboard gives your designated board admin a set of tools that replace the manual, error-prone work that fills up too many evenings.
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Replaces: spreadsheets & paper files
Resident Database
One authoritative database for every unit — owners, tenants, vehicles, parking spots, insurance, emergency contacts, and board roles. Always current, always searchable.
- Add a new owner — their login account and welcome email are sent automatically
- Bulk import from CSV for new buildings
- Pending change requests from residents appear in a queue for board approval
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Replaces: manual email list building
Email Tools
Build a targeted email list in seconds — no spreadsheet, no copying from the database, no missing people.
- All owners with one click — owners only, or renters included
- A single unit — all residents in unit 204, for example
- Individual search — find one person by name
- One-click copy to clipboard — paste directly into your email client
- Phone lookup for any resident or emergency contact
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Replaces: emailing PDFs to agents one by one
Agent Document Package
When a unit sells, Florida law requires a specific set of association documents to be provided to the buyer. This feature eliminates the manual assembly of that package.
- Tag each required document once with agent-disclosure
- Generate a secure, time-limited link in seconds
- Agent clicks the link — downloads everything, no login required
- Links expire after 14 days and can be revoked at any time
- Multiple links for concurrent sales
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Replaces: shared drives and email attachments
File Manager
Upload, organize, rename, and delete documents in both the public and private folders — from any browser, no FTP or technical knowledge needed.
- Drag and drop multiple files to upload
- Create folders and subfolders to organize by year or category
- Tag documents so residents can find them by keyword
- Renaming a file updates every resident's view instantly
Replaces: residents calling the board with questions
Woolsy AI Training
Upload your association's PDFs — bylaws, rules, budget, inspection reports — and Woolsy reads them. From that point on, residents get instant answers from your actual documents instead of calling the board.
- Processes multiple PDFs in one training session
- You review the proposed knowledge base before it goes live
- Update Woolsy whenever documents change
- Credit usage tracked with low-balance warnings
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Replaces: manual account provisioning
Account Management
Resident web logins are managed automatically — no separate step required when you add or remove someone from the database.
- New owner with email → account created and welcome email sent automatically
- Sync detects accounts for people who have moved out
- Reset passwords for residents who can't self-serve
- All passwords are one-time — residents are required to set their own
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Replaces: shared admin passwords
Multi-Admin & Two-Factor Auth
Multiple board members can each have their own admin account — no shared passwords, no "who changed that?" questions.
- Each admin has their own username, password, and email
- Optional two-factor authentication — email OTP on login
- Remember device for 30 days (up to 3 devices)
- Any admin can be removed without affecting others
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Replaces: paper invoices and check chasing
Billing & Invoices
All invoices — annual renewal, storage upgrades, Woolsy credits — are visible in your dashboard with a Pay link. No log-in to a separate billing portal.
- Pay online by credit card in seconds
- Full invoice history always available
- Low Woolsy credit warnings sent automatically before you run out
- Storage upgrade available self-serve from the Storage Report
