# Systems Inventory

This page lists the technology systems SHHA uses. For each system, we document what it does, who administers it, and how it is accessed.

*Items marked **TODO** need information filled in by someone with direct knowledge of that system.*

## 1. Microsoft 365

Microsoft 365 is SHHA's primary platform for email, mailing lists (Microsoft Groups), shared role mailboxes, and file storage (SharePoint).

<table id="bkmrk-typecloud-based-%28mic"><tbody><tr><td>**Type**</td><td>Cloud-based (Microsoft-hosted)</td></tr><tr><td>**Primary admin**</td><td>Anna (office staff) handles day-to-day membership changes; IT admin handles mailbox permissions and configuration</td></tr><tr><td>**Backup admin**</td><td>**TODO:** Identify and document a backup administrator</td></tr><tr><td>**Login**</td><td>[admin.microsoft.com](https://admin.microsoft.com) (admin), [outlook.com](https://outlook.com) (email), SharePoint links (files)</td></tr><tr><td>**Licensing**</td><td>Only office staff and IT admin need paid licenses; volunteers are free external guests</td></tr></tbody></table>

## 2. QuickBooks

Used for SHHA financial accounting.

<table id="bkmrk-typecloud-based-prim"><tbody><tr><td>**Type**</td><td>Cloud-based</td></tr><tr><td>**Primary admin / user**</td><td>**TODO:** Who is the primary user? (Treasurer? Office staff?)</td></tr><tr><td>**Backup**</td><td>**TODO:** Is there a backup user with access?</td></tr><tr><td>**Login**</td><td>**TODO:** URL and login method</td></tr><tr><td>**Notes**</td><td>**TODO:** Version (Online vs Desktop), billing, who pays for the subscription</td></tr></tbody></table>

## 3. Membership Database

**TODO:** Document the membership database system.

<table id="bkmrk-system-nametodo%3A-wha"><tbody><tr><td>**System name**</td><td>**TODO:** What system/software is used?</td></tr><tr><td>**Type**</td><td>**TODO:** Cloud-based or local?</td></tr><tr><td>**Primary admin**</td><td>**TODO:** Is Ryan the primary outside admin?</td></tr><tr><td>**Backup admin**</td><td>**TODO:** Is there a backup?</td></tr><tr><td>**Data stored**</td><td>**TODO:** What member data is in this system? (names, addresses, dues status, etc.)</td></tr></tbody></table>

## 4. Gusto

Used for payroll and employee benefits administration.

<table id="bkmrk-typecloud-based-prim-1"><tbody><tr><td>**Type**</td><td>Cloud-based</td></tr><tr><td>**Primary admin**</td><td>**TODO:** Who manages Gusto? (Office manager? Treasurer?)</td></tr><tr><td>**Backup**</td><td>**TODO:** Is there a backup admin?</td></tr><tr><td>**Login**</td><td>[app.gusto.com](https://app.gusto.com)</td></tr><tr><td>**Notes**</td><td>**TODO:** How many employees are on payroll? Billing responsibility?</td></tr></tbody></table>

## 5. SHHA Website

The public-facing website at [sandiahomeowners.org](https://sandiahomeowners.org).

<table id="bkmrk-typetodo%3A-what-platf"><tbody><tr><td>**Type**</td><td>**TODO:** What platform/CMS runs the website? (WordPress, Squarespace, custom?)</td></tr><tr><td>**Hosting**</td><td>**TODO:** Where is it hosted? Cloud-based?</td></tr><tr><td>**Primary owner**</td><td>**TODO:** Who manages content updates?</td></tr><tr><td>**Backup owner**</td><td>**TODO:** Is there a backup person?</td></tr><tr><td>**Outside consultant**</td><td>**TODO:** Is there a web consultant? If so, who? How are they paid?</td></tr><tr><td>**Login**</td><td>**TODO:** Admin URL and login method</td></tr></tbody></table>

## 6. GRIT Newsletter

The GRIT is SHHA's community newsletter, currently produced monthly.

<table id="bkmrk-production-tooltodo%3A"><tbody><tr><td>**Production tool**</td><td>**TODO:** What software is used for layout? (InDesign, Canva, Google Docs, etc.)</td></tr><tr><td>**Distribution method**</td><td>**TODO:** Print, email, or both?</td></tr><tr><td>**Editor / layout person**</td><td>**TODO:** Who currently does layout and editing?</td></tr><tr><td>**Gmail account**</td><td>shhagrit@gmail.com — **TODO:** document what this Gmail is used for (submissions? Google Drive access? legacy?)</td></tr><tr><td>**Related page**</td><td>See the *GRIT Layout Monthly Guide* in the Specialty Topics chapter for the step-by-step production process</td></tr></tbody></table>

## 7. Square

Used for Sandia Tram ticket sales and advertising payments.

<table id="bkmrk-typecloud-based-prim-2"><tbody><tr><td>**Type**</td><td>Cloud-based</td></tr><tr><td>**Primary user**</td><td>**TODO:** Who manages Square transactions?</td></tr><tr><td>**Backup**</td><td>**TODO:** Is there a backup?</td></tr><tr><td>**Login**</td><td>[squareup.com](https://squareup.com)</td></tr><tr><td>**Notes**</td><td>**TODO:** What specific transactions go through Square? Revenue amounts?</td></tr></tbody></table>

## 8. Other Systems

**TODO:** Are there additional systems not listed above? Examples might include:

- Bulk email / email blast service (Mailchimp, Constant Contact, etc.)
- Google Workspace (shared Google Calendar for Board reminders uses Gmail — is there a full Google account?)
- Domain registrar for sandiahomeowners.org — **TODO:** who manages DNS and domain renewal?
- Any other SaaS tools or vendor portals