Microsoft 365 built for association records and board continuity.
CTS sets up and manages Microsoft 365 for condominium and HOA associations—secure email, shared mailboxes, organized records, and controlled access that stays with the Association as board members change.
DESIGNED FOR ASSOCIATION OPERATIONS
Secure communications and records that stay with the Association—not with individuals.
A practical “association-lite” Microsoft 365 environment focused on records continuity, controlled access, and secure communications.
Association Email Accounts
Accounts for board members and management staff as selected.
Shared Mailboxes
Board@, Management@, ACC@ (or your standards) with clear permissions.
Distribution Lists
Board/committee lists with membership rules and moderation if needed.
Records Library (SharePoint)
Organized association records by topic (governing docs, minutes, vendors, projects, financials).
Role-Based Access
Board vs. management permissions and clean access changes during turnover.
Governance and Continuity
Onboarding/offboarding process designed for board turnover.
Defender for Office 365 features where licensed to reduce phishing risk.
Optional: Retention/DLP
Retention and information protection features by request and licensing.
Built for the realities of board turnover
Reduce confusion, protect access, and keep records easy to find.
Associations change leadership. Your systems should not lose history when people rotate.
Communications stay in shared mailboxes owned by the Association
Records are organized in one secure place with role-based access
Board/member changes are handled cleanly with documented steps
Security settings reduce avoidable risk without adding complexity
Day-to-day requests stay predictable for management staff
WORKING WITH CTS
We confirm what you need, configure the tenant, validate everything, and support a stabilization period after go-live.
A structured setup that delivers clarity quickly.
Step 1: Kickoff
Confirm users, shared mailboxes, distribution lists, and records structure.
Step 2: Environment Setup
Tenant configuration, security baseline, and core services enabled.
Step 3: Validation + Handoff
Test that the agreed components work and confirm access/permissions.
Step 4: Stabilization Window
30 days to adjust minor in-scope setup items after go-live.
ONGOING SUPPORT DESIGNED FOR ASSOCIATIONS
Predictable help for the requests associations actually have.
After setup, CTS supports day-to-day needs like mailbox access changes, distribution list updates, and basic troubleshooting—based on the support tier you select.
Common questions about shared mailboxes, records, and board turnover.
Is this built for board turnover?
Yes. Shared mailboxes and records are owned by the Association, and access can be added/removed cleanly when board members change.
Do we need licenses for every board member?
Not always. Board access is commonly provided through shared mailboxes, distribution lists, and controlled records access, depending on licensing and needs.
Do you create shared mailboxes like President@ and Treasurer@?
Yes. We set up shared mailboxes and permissions (including Send As/On Behalf) so communications stay with the Association.
Can you organize our association records in SharePoint?
Yes. We build an Association Records library structure with role-based permissions for board and management to curate their files as needed.
Do you provide baseline security like MFA?
Yes. We apply baseline identity and access security (including MFA and Conditional Access where supported by licensing).
Do you support residents or unit owners?
No. Support is for licensed staff users and board access to shared mailboxes, distribution lists, and records sites. Residents are not supported.
How long does setup take?
Setup is typically about two weeks once the project starts, subject to scheduling and receiving required inputs.
Is training included?
Yes. One one-hour in-person session and one one-hour virtual session are typically included, but more can be included in the scope of the project if required.
Put association records and email on a stable foundation.
Request an assessment to confirm scope and get a Microsoft 365 setup that supports board turnover, secure access, and organized records.
