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Property> Resident Portal Settings


This setting allows you to make changes to the Resident Portal, the property's page that the resident will see each time they log in. In this page, the resident can make payments, check recent news, fill out work orders and access permanent important documents, such as pool rules etc.

There is a video at the bottom of the page for your convenience. Fields with an asterisk (*) are required.

 

Access and Permissions

Check the box next to the option that shows who will be allowed to have access to the Community Members Portal. Current residents are granted automatic access.

 

Resident Portal

Portal CSS: If you choose CSS to edit your portal look, we can assist you by entering the CSS url so that it can sync company wide. Simply click "Edit".

Pages: These are the actions that can be performed by the resident in the portal. Click on the appropriate box to choose what you would like to enable the resident to do.

  • Transactions are for payments
  • Work Orders are for maintenance requests
  • Packages are notifications posted by the office whenever one is received
  • Communication is for news or announcements
  • Team is to see who is on-site team
  • Documents is used to store any kind of document
  • Permission to enter

 

Welcome Message

Add a Welcome Message that will initially display when your residents log into the portal. Use the tool bar to add images, customize font or hyperlink words.

 

Facebook

Add your property's Facebook page website so it will display on your portal.

 

Word Orders

For Work Orders submitted through the portal, select from the drop down menus to assign who will complete the task, the categories and message the resident will receive when the order has been submitted. These work orders will then appear in the efficiency bar as a notification.

 Then Save your changes! 

   

 


NEED MORE HELP? WATCH THIS VIDEO


Video too small? Click the Full Screen link on the lower right of the video!

 

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