Intro<\/p>\n
Getting Started<\/p>\n
Impersonating an Account<\/p>\n
Linking Properties<\/p>\n
Tenant Accounts<\/p>\n
Additional Resources<\/p>\n
INTRO<\/u><\/p>\n
Our new Resident Portal was released on October 16, 2018 (our previous portal for homeowners and residents was called \u201cVivo Portal\u201d) with new features for residents and board members. With the Resident Portal, homeowners or residents can see notices for their community, view their account ledgers, make online payments, obtain community documents, set up AutoPay, create work orders, and much more.<\/p>\n
GETTING STARTED<\/u>:<\/p>\n
To see if a homeowner has a Resident Portal account set up you can find out in a couple of ways.\u00a0 First, on any tab within their account you will find a capital “R” in the Action colors at the top of the column on the right.\u00a0 If you click on the “R” you can see the accounts that have been set up under this unit, or see that no accounts are available. By clicking on the “Eyeball” next to the name, you can “Impersonate” (access the account in a read-only version) the Resident Portal for that resident.<\/p>\n
If you do not find anything there you should also look under the “Residents” information. Immediately under their name, you will see the Resident Portal Account section. It will either be populated with an email address or it will have a green button with a paper airplane that says \u201cSend Invitation Email\u201d To see more information, click on the blue email indicated. This will bring up a pop up. Here you can see all the details of the account. The name on the account, the email, when it was last accessed and the linked properties. On the right hand side, you can see that there is a drop down “Options” menu. Here we can choose whether or not we impersonate the account or send a password reset email to the homeowner or resident.<\/p>\n
IMPERSONATING AN ACCOUNT:<\/u><\/p>\n
We have the ability to impersonate a homeowner\u2019s account so we can help direct them to what they are looking for. Once you select “Impersonate,” the Resident Portal will pop up in a new window and you can see everything the homeowner sees in a read-only version.<\/p>\n
The main page is general information that the homeowner has the ability to change. They can sign up for e-statements, they can update contact information, and change their mailing addresses if need be. They can also see the general association information at the bottom of the page.<\/p>\n
On the left hand side, you can see a quick tab view (similar to Management App) of all the things the homeowners can see. On the right hand column, you can see the properties for this user. It may have only one or multiple properties that the homeowner can toggle through.<\/p>\n
It is important to note that even though we have access to see the Resident Portal account and click on things just like the homeowner would, anything you click will not affect the account. As previously mentioned, you have a read-only view, so anything you do will not be permanent.\u00a0 Don’t worry – you can’t hurt anything in there!\u00a0 Changes on the Resident Portal must be done by the homeowner.<\/p>\n
LINKING PROPERTIES:<\/u><\/p>\n
Homeowners only need one log in and can link their accounts if they own more than one property managed by Action.<\/p>\n
At the bottom of the pop up in Management App, you can see a list of linked accounts. We have the ability to add to this list, but we should always encourage the homeowner to link the account themselves on the Resident Portal.<\/u><\/strong> All they need is the 12 digit account number of each property they want to add.<\/p>\n Once a homeowner has Linked Properties on their account, they are able to see all information for each property and can manage their payments how they choose.<\/p>\n If a homeowner is asking how to set up the linked properties, they just need to click their name in the top right corner of the Resident Portal and click \u201cAdd\/Change Property\u201d.<\/p>\n TENANT ACCOUNTS<\/span><\/p>\n Tenants may also have Resident Portal accounts. For tenant set up, tenants must be listed as a tenant in SnapHOA Management App. The homeowner on title would need to email the MA with their request and rental agreement so they can be added. If any other documentation is needed, the MA will let the homeowner know. Once the tenant is listed, we can send the tenant the link to create an account on the portal as usual. If the tenant is having issues where the owner is not able to email or call the MA, the tenant can submit their request to the Community Manager to see if anything else can be done to approve it.\u00a0<\/em><\/p>\n If a tenant is already listed in SnapHOA Management App, Community Care can send that tenant the link.\u00a0<\/p>\n Note: Residents listed as tenants will only get tenant access so they may not have access to everything a homeowner would.\u00a0\u00a0<\/p>\n ADDITIONAL RESOURCES<\/u>:<\/p>\n