Director Portal — OMC Board Access
Director Portal — OMC Board Access
Introduced in: v1.0.35
Overview
The Director Portal provides a dedicated interface for members of an OMC (Owners' Management Company) board of directors. It is a distinct access tier — separate from the managing agent view and the standard owner view — designed to give board directors the financial, operational, and compliance visibility required to carry out their duties under Irish company law, without granting full agent-level permissions.
When a user account is assigned the Director role for an OMC, they are automatically routed to the Director Portal on login.
Access Tiers
The platform now supports three distinct portal views:
| Role | Portal View |
|---|---|
| Owner | Standard owner portal (own unit only) |
| Director | Director Portal (OMC-wide elevated access) |
| Agent | Full management agent dashboard |
A director may also be an owner of a unit within the same development. In that case they retain their owner-level view for personal unit matters and access OMC-wide data through the Director Portal.
Features
Financial Reports
Directors have access to the full set of OMC financial reports, including:
- Income and expenditure statements
- Balance sheet
- Service charge collection summaries by unit
- Sinking fund / reserve fund balances
These reports reflect the same underlying data visible to the managing agent.
Invoice Approval Queue
Invoices that exceed a configurable approval threshold are routed to the Director Portal for board authorisation before payment is released.
- Directors can view invoice details, supplier information, and the associated work order or purchase order.
- Invoices can be approved or rejected with an optional note.
- The approval threshold is set per-OMC by the managing agent.
- Invoices below the threshold continue to be processed by the agent without requiring director sign-off.
Maintenance Project Status
Directors can view a read-only overview of all maintenance projects across the development, including:
- Project name, description, and scope
- Current status (planned, in progress, completed)
- Assigned contractor
- Budget vs. actual spend
Compliance Dashboard
The compliance dashboard surfaces all compliance obligations relevant to the development:
- Fire safety certificates and inspection records
- Buildings insurance policy and renewal dates
- Statutory lift and plant inspections
- Outstanding items with due dates and responsible party
Directors have read access; compliance items are created and managed by the agent.
AGM Documents
All documents related to Annual General Meetings (and Extraordinary General Meetings) are accessible to directors:
- Meeting notices and agendas
- Minutes of previous meetings
- Proxy forms
- Resolutions passed
Contractor Expenditure
Directors can review a breakdown of contractor spend across the OMC, supporting board oversight of procurement decisions and value for money. The view includes:
- Total spend per contractor over a selected period
- Breakdown by project or work category
- Individual invoice records
House Rule Breach Reports
When a breach of house rules is reported (by an owner or the agent), the report is visible to directors in the Director Portal. Directors can:
- Review the details of each report (unit, nature of breach, date reported)
- Track the status of the breach (open, under review, resolved)
Breaches are created and actioned by the managing agent; the director view is read-focused to support oversight and decision-making.
Development Documents
Key development-level documents are accessible to directors, including:
- Land Registry title folios
- Management company memorandum and articles of association
- Unit leases and lease schedules
- Service and maintenance agreements
- Planning permissions and compliance certificates
Documents are uploaded and managed by the agent; directors have read and download access.
Role Assignment
The Director role is assigned to individual user accounts by the managing agent, per OMC. A user can hold the Director role across multiple OMCs (e.g. if they serve on multiple boards).
To assign a director:
- Navigate to the OMC settings in the agent dashboard.
- Open the Board Members section.
- Select the owner account and assign the Director role.
- The user will see the Director Portal on their next login.