# Getting Started

# Overview

## Start Here — Find Your Path

Different people need different things from this guide. Find your role below and follow the links.

<table id="bkmrk-who-you-arestart-wit"><thead><tr><th>Who You Are</th><th>Start With</th><th>Then See</th></tr></thead><tbody><tr><td>**New external volunteer**  
*(just got a committee invitation)*</td><td>[Quick Start for New Volunteers](/books/shha-it-help-guide/page/quick-start-for-new-volunteers)</td><td>[Volunteer without SHHA Email](/books/shha-it-help-guide/page/volunteer-without-shha-email) guide, [FAQ](/books/shha-it-help-guide/page/faq)</td></tr><tr><td>**New officer or committee chair**  
*(President, Treasurer, Chair, etc.)*</td><td>[Quick Links &amp; Directory](/books/shha-it-help-guide/page/quick-links-directory) (mailing lists, SharePoint URLs)</td><td>[Volunteer with SHHA Email](/books/shha-it-help-guide/page/volunteer-with-shha-email) guide, FAQ sections on [role mailboxes](/books/shha-it-help-guide/page/faq#i-have-a-role-mailbox-eg-president-treasurer-should-i-reply-from-my-personal-inbox) and [email transitions](/books/shha-it-help-guide/page/faq#how-does-the-email-transition-work-when-someone-enters-or-leaves-a-role-who-handles-it)</td></tr><tr><td>**New Board member**  
*(need meeting materials and agenda rhythm)*</td><td>[New Board Member Guide](/books/shha-it-help-guide/page/new-board-member-guide)</td><td>[Quick Links &amp; Directory](/books/shha-it-help-guide/page/quick-links-directory), [Volunteer with SHHA Email](/books/shha-it-help-guide/page/volunteer-with-shha-email)</td></tr><tr><td>**New Board president**  
*(need the big picture)*</td><td>[Quick Links &amp; Directory](/books/shha-it-help-guide/page/quick-links-directory)</td><td>[Systems Inventory](/books/shha-it-help-guide/page/systems-inventory), [HR &amp; Personnel Management](/books/shha-it-help-guide/page/hr-personnel-management), [Controls &amp; Security](/books/shha-it-help-guide/page/controls-security)</td></tr><tr><td>**GRIT newsletter editor**</td><td>[GRIT Layout Monthly Guide](/books/shha-it-help-guide/page/grit-layout-monthly-guide)</td><td>FAQ section on [GRIT submissions](/books/shha-it-help-guide/page/faq#how-do-i-submit-an-article-for-the-grit-newsletter)</td></tr><tr><td>**Office staff**  
*(manage day-to-day IT operations)*</td><td>[Staff Guide](/books/shha-it-help-guide/page/staff)</td><td>[M365 Email Groups &amp; Roles Reference](/books/shha-it-help-guide/page/m365-email-groups-role-inboxes-responsibilities), [Quick Links &amp; Directory](/books/shha-it-help-guide/page/quick-links-directory)</td></tr><tr><td>**Future IT help person**  
*(inheriting the IT admin role)*</td><td>[M365 Email Groups &amp; Roles Reference](/books/shha-it-help-guide/page/m365-email-groups-role-inboxes-responsibilities)</td><td>[Staff Guide](/books/shha-it-help-guide/page/staff), [Systems Inventory](/books/shha-it-help-guide/page/systems-inventory), [Controls &amp; Security](/books/shha-it-help-guide/page/controls-security)</td></tr></tbody></table>

---

*This is the main orientation page for SHHA volunteers. You do not need to be technical to use this guide.*

---

<a id="bkmrk--2"></a>## What System Does SHHA Use?

SHHA primarily uses **Microsoft 365** for:

- Committee mailing lists
- Shared inboxes (officer roles)
- File storage (SharePoint)
- Internal collaboration
 
You may also see Google Calendar references for Board scheduling.

---

<a id="bkmrk--4"></a>## Do I Need a New Microsoft Account?

**No.** Use the same email address that received your SHHA invitation.

When first added, you receive a Microsoft invitation email and must accept it once. After acceptance you can:

- Access committee SharePoint files
- Receive group emails
- Open shared documents
 
If access fails, the most common cause is that the original invitation was never accepted.

---

<a id="bkmrk--6"></a>## Committee Mailing Lists (Microsoft Groups)

Each SHHA committee has a mailing list so one address reaches the whole committee.

### Typical flow

1. Committee chair informs office staff.
2. Office invites volunteer as an external Microsoft user.
3. Volunteer accepts Microsoft invitation.
4. Volunteer is added to committee mailing list.
 
<div id="bkmrk-invitation-emails-ma">Invitation emails may mention Teams or other services. You can ignore those references.</div>---

<a id="bkmrk--8"></a>## Committee SharePoint Sites (Where Files Live)

Each committee has a SharePoint site that acts as its long-term file cabinet and working library.

<div id="bkmrk-important%3A-sharepoin">**Important:** SharePoint navigation through Microsoft menus is often confusing. Use the direct SharePoint links provided in committee materials or this help guide.</div>---

<a id="bkmrk--10"></a>## File Sharing Rule (Most Important)

**Do not** try to share files directly with committee groups when members are external users. Instead:

1. Upload the file to SharePoint.
2. Use **Share** or **Copy Link**.
3. Send the link to the committee mailing list.
 
Always share the link, not a stand-alone attachment, for long-term committee docs.

---

<a id="bkmrk--12"></a>## Shared Role Inboxes (Officers)

Officer mailboxes stay with the role, not the person. Examples:

- `president@sandiahomeowners.org`
- `vicepresident@sandiahomeowners.org`
- `secretary@sandiahomeowners.org`
- `treasurer@sandiahomeowners.org`
 
**Best practice:** Reply from the shared role inbox, or CC it, so records are preserved for SHHA business.

---

<a id="bkmrk--14"></a>## Board Materials and Calendar

- Board materials should be uploaded directly to Board SharePoint.
- Board meeting reminders are sent from a shared Google Calendar automation.
 
If reminders are missing, contact office staff or **ITHelp@sandiahomeowners.org**.

---

<a id="bkmrk--16"></a>## Record-Keeping and Archive

All committee mailing lists include an archival account (`itadmin@sandiahomeowners.org`) for retention.

The archive inbox is not monitored and does not reply.

---

<a id="bkmrk--18"></a>## Next Steps

- Need quick commands and links? See [Quick Reference](quick-reference.html)
- Need answers to common problems? See [FAQ](faq.html)
- Need help with email, SharePoint, file sharing, or role transitions? See [FAQ](faq.html)
- Want to submit a GRIT article or request an email blast? See [FAQ — Communicating with Residents](faq.html#grit-article)
- Need role-specific instructions? Use [Staff](staff.html), [Volunteer (with SHHA email)](volunteer-internal.html), or [Volunteer (without SHHA email)](volunteer-external.html)
- Need GRIT layout/design process details? See [GRIT Layout Monthly Guide](grit-layout.html)

# Quick Start for New Volunteers

<a id="bkmrk-"></a>## Start Here: Which Type of Volunteer Are You?

1. **Volunteer without an SHHA email address**
2. **Volunteer with a role-based SHHA address**
 
Most volunteers are in Category 1.

---

<a id="bkmrk--2"></a>## Category 1: Volunteers Who Do Not Get Their Own SHHA Email Address

### Who this is

- Committee members
- Project volunteers
- Most external participants
 
### What you get

- You are added to one or more SHHA mailing lists (Microsoft Groups), such as `csc@sandiahomeowners.org`, `acc@sandiahomeowners.org`, and `shha-all@sandiahomeowners.org`.
- You receive messages at your existing email address.
- You do not need a paid SHHA Microsoft 365 license.
 
### If something is wrong

If you are missing messages, contact office staff so membership can be checked and updated.

---

<a id="bkmrk--4"></a>## Category 2: Volunteers Who Do Get a Role-Based SHHA Address

### Who this is

Volunteers serving in specific leadership roles, such as committee chairs or executive roles.

### Role-based addresses are shared inboxes

- `accchair@sandiahomeowners.org`
- `cscchair@sandiahomeowners.org`
- `president@sandiahomeowners.org`
- `vicepresident@sandiahomeowners.org`
- `secretary@sandiahomeowners.org`
- `treasurer@sandiahomeowners.org`
 
These addresses are tied to the role, not the person.

### Important access rule

- You do not sign in directly as the role address.
- Access is granted to your own licensed account.
- You open the shared mailbox from your normal account.
 
### If something is wrong

If you cannot open the role mailbox, ask staff or IT admin to verify permissions.

---

<a id="bkmrk--6"></a>## Who Maintains This

- Group membership updates: Anna (staff)
- Technical escalation and access troubleshooting: IT admin
 
There is an automated Power Automate notification whenever group membership changes.

---

<a id="bkmrk--8"></a>## Fast Checklist for New Volunteers

- Confirm which category applies to you.
- Confirm you are on the correct committee mailing list(s).
- If you hold a role, confirm you can open the shared role mailbox.
- Report any missing access to office staff.

# Quick Reference

Use this page as the central directory for links and addresses.

## Direct Login Links

- Email (internal users): [outlook.com](https://outlook.com)
- Files (internal users): [onedrive.com](https://onedrive.com)
- Microsoft admin portal (admins only): [admin.microsoft.com](https://admin.microsoft.com)

## Full Email Directory

### Mailing Lists

- SHHA All Staff + Volunteers: **SHHA-all@sandiahomeowners.org**
- Board of Directors: **board@sandiahomeowners.org**
- Admins (Staff + IT): **M365admins@sandiahomeowners.org**
- Architectural Control Committee (ACC): **ACC@sandiahomeowners.org**
- Communications &amp; Publications Committee (CPC): **CPC@sandiahomeowners.org**
- Community Service &amp; Membership Committee (CSMC): **CSMC@sandiahomeowners.org**
- Covenant Support Committee (CSC): **CSC@sandiahomeowners.org**
- Environment &amp; Safety Committee (ESC): **ESC@sandiahomeowners.org**
- Executive Committee (EC): **EC@sandiahomeowners.org**
- Finance Committee (FC): **FC@sandiahomeowners.org**
- Governance Committee (GC): **GC@sandiahomeowners.org**
- IT Help Desk: **ithelp@sandiahomeowners.org**

### Shared Role Inboxes

- President: **president@sandiahomeowners.org**
- Vice President: **vicepresident@sandiahomeowners.org**
- Secretary: **secretary@sandiahomeowners.org**
- Treasurer / Finance Chair: **treasurer@sandiahomeowners.org**
- ACC Chair: **ACCChair@sandiahomeowners.org**
- CPC Chair: **CPCChair@sandiahomeowners.org**
- CSMC Chair: **CSMCChair@sandiahomeowners.org**
- CSC Chair: **CSCChair@sandiahomeowners.org**
- ESC Chair: **ESCChair@sandiahomeowners.org**

### Other Key Addresses

- Office staff: **office@sandiahomeowners.org**
- IT support: **ITHelp@sandiahomeowners.org**
- Archive account (not monitored): **itadmin@sandiahomeowners.org**

## All Committee SharePoint Links

- Board: [https://shha.sharepoint.com/sites/BOARD/](https://shha.sharepoint.com/sites/BOARD/)
- ACC: [https://shha.sharepoint.com/sites/ACC/](https://shha.sharepoint.com/sites/ACC/)
- CPC: [https://shha.sharepoint.com/sites/CPC/](https://shha.sharepoint.com/sites/CPC/)
- CSMC: [https://shha.sharepoint.com/sites/CSMC/](https://shha.sharepoint.com/sites/CSMC/)
- CSC: [https://shha.sharepoint.com/sites/CSC/](https://shha.sharepoint.com/sites/CSC/)
- ESC: [https://shha.sharepoint.com/sites/ESC/](https://shha.sharepoint.com/sites/ESC/)
- EC: [https://shha.sharepoint.com/sites/EC/](https://shha.sharepoint.com/sites/EC/)
- FC: [https://shha.sharepoint.com/sites/FC/](https://shha.sharepoint.com/sites/FC/)
- GC: [https://shha.sharepoint.com/sites/GC/](https://shha.sharepoint.com/sites/GC/)

## Quick Usage Rules

1. Use committee mailing list addresses for group-wide communication.
2. Use shared role inboxes for role-specific communication.
3. Upload files to SharePoint first, then send a SharePoint link by email.
4. External volunteers should use personal email and SharePoint links, not Teams.

## Related Guides

- [Task Group Email Guide](/books/shha-it-help-guide/page/task-group-email-guide)
- [Volunteer without SHHA Email](/books/shha-it-help-guide/page/volunteer-without-shha-email)
- [FAQ](/books/shha-it-help-guide/page/faq)