Every community member in Communitrak has a profile page. From here you can view contact details, household associations, group memberships, and transaction history. With additional permissions, you can also update roles, titles, and account status.
Anyone with the View Member Profiles permission can access member profiles. Some sections and actions (editing roles, updating status, viewing specific contact fields) may be unavailable or appear differently depending on your level of account access.
Log in to Communitrak at https://app.communitrak.com.
In the main navigation menu, expand Members & Groups and click Community Members.
Click the member's name in the directory table.
The profile is arranged in two columns. The left column contains the member's details and activity. The right column shows quick info and available actions.
At the top of the page, the profile card displays the member's avatar, full name, title (if set), and their community role with a leader badge if applicable.
Shows the member's current role in the community. If you have the Change Member Role permission, click the pencil icon to update their role and title.
Shows the status of the member's household (Active or Inactive) and links to the household detail page. Changing the Household Status affects every member linked to the household. If set to inactive, all associated members will have reduced access to Communitrak.
Depending on your permissions, you may see some or all of the following:
Email (requires View Member Email permission)
Phone (requires View Member Phone permission)
Mailing Address (requires View Member Mailing Address permission)
Property Address (requires View Member Property Address permission)
Additional Contacts (requires View Member Additional Contacts permission)
If you have the Update Member Contact Info permission, you can edit contact fields directly from this section.
Lists the household this member belongs to, including a link to the household detail page. If a member belongs to multiple properties in the community, an alert card at the top shows all of their memberships.
Shows which groups the member belongs to, with a link to each group's detail page.
If your community has set up custom fields, they appear in a dedicated section. Viewing requires the View Custom Fields permission, and editing values requires the Edit Custom Field Values permission.
If the Financial module is enabled, recent transactions appear at the bottom of the left column. Click through to see the full transaction history.
The right column of the profile includes an Available Actions card. Which actions you see depends on your permissions and whether specific modules are enabled.
Send Message opens a new message to this member. Requires the Send New Message permission. Messaging non-leaders also requires the Send DM to Non-Leaders permission.
View Household Profile navigates to the household detail page for the member's household. Requires the View Households permission.
These actions appear when the Financial module is enabled and you have the View Community Financials permission (or this is your own household).
New Charge creates a charge against this member. Requires the Create Charge permission.
View Transactions opens the full transaction history for this member.
Move to Another Household reassigns this member to a different household. Requires the View/Update Household Info permission. This is most commonly used when members of the same household accidentally get sorted into separate households.
Set as Inactive deactivates an active member, removing their access to the community through this household. Requires the Update Member Status permission.
Set as Active reactivates an inactive member. Requires the Update Member Status permission.
Users with the Update Member Status permission can change a member's account status from the profile page.
Pending members: an alert card appears with options to Resend Invitation or Cancel & Remove the invitation.
Inactive members: an alert card appears with a Set as Active button to reactivate the membership.
This requires the Change Member Role permission.
Click the pencil icon on the Community Role card.
Choose a new role from the dropdown and update the title if needed.
Click Save.
If a member has set their contact info to private in their directory visibility settings, you'll need the Admin View Members permission to see those fields.
A single person can have multiple community member records if they belong to more than one household. Each record has its own profile page.
Deactivating a member removes their access to the community through that household but retains their information for record-keeping.
The HOA, not Communitrak, owns and is legally responsible for resident records stored on this platform. In privacy terms, the HOA is the data controller and Communitrak is the data processor, which means we can only add, change, or remove resident records on the HOA's instructions.
Because of this, we're not able to delete member accounts on request. Associations are generally required to retain certain records, such as assessments, violations, and governance history, for a period of time under state law and their own governing documents.
If you need to be removed from your community, please contact your HOA's board or management directly. Once they authorize the removal, we'll handle it on their end.
If you have questions or need help, chat with Communitrak Support from any page using the messenger icon in the bottom-right corner.
