Contacts and Consent - Using the Browser-based WebAxis Community My Profile Page
Contacts and Consent - Using the Browser-based WebAxis Community My Profile Page
The Communication tab on the My Profile page has been updated with several new options that give homeowners greater control over how they receive correspondence and statements. Any changes made here are immediately reflected on the corresponding contact record in CINC Core.
Secondary Email Address
Homeowners can add a secondary email address to their contact record directly from My Profile.
When the Use Secondary Email For Communication toggle is enabled, system emails are sent to both the Primary and Secondary email addresses.
This setting can also be managed from My Profile > Manage Email Addresses.
Both email addresses and the toggle setting sync to the Contacts tab in CINC Core.
Mailing Addresses
Homeowners can add mailing addresses to their contact record from My Profile.
When the Mailing Address toggle is enabled for an address, that address is used for mail correspondence.
Addresses can also be managed from My Profile > Addresses.
The addresses and their toggle settings are reflected on the Contacts tab in CINC Core.
Communication Preferences Disclaimer
After making changes to Communication Preferences, homeowners need to acknowledge those changes by clicking I Accept on the disclaimer.
Statement Type Preferences
A Receive eStatements toggle has been added to My Profile to allow homeowners to manage how they receive their statements.
When enabled, the Statement Type preference on the contact record in the CINC Core is set to eStatements.
When disabled, the Statement Type preference is set to paper statements.
This setting can also be managed from My Profile > Billing Information.
Using the My Profile Page in the Mobile Community App
The My Profile page has been renamed to Account and includes four sections: Account Details, Communications, Directory, and Member List. This structure allows residents to quickly locate and update a specific setting without navigating through a single combined page.
To access the new Account page, tap Menu > My Profile.
From any of the four pages in Account, homeowners can view account information, tap Switch Account to switch between registered accounts without logging out, or tap Add Account to register a new account.
Managing Account Details
The Account Details page holds the homeowner's identity and sign-in settings, giving them reliable access to the app and ensuring communications are delivered to the correct email address.
To access this page, tap Menu > My Profile > Account Details.
From this page, homeowners can:
Tap the Edit icon to add or update their First Name, Last Name, Email Address, and Password.
Enable Allow Tenants to Login.
Enable Use Biometrics to log in.
Managing Communications
The Communications page is where homeowners control how their associations reach them, ensuring that notices and statements are delivered through the right channel.
To access this page, tap Menu > My Profile > Communications.
From this page, homeowners can:
Tap the Edit icon to add or update phone numbers and enable SMS text messaging for specific numbers.
Tap the Edit icon to set up association Communication Preferences for email and mail.
Tap the Edit icon next to Manage Email Addresses to add or update a secondary email address.
Tap the Edit icon next to Manage Mail Addresses to add or update mailing addresses. When the Mailing Address toggle is enabled, all property contacts at that address receive mail correspondence.
Enable Receive eStatements to receive electronic statements instead of paper statements. Manage Interest Groups to opt in to receive association email communications. Enable Email Notification Preferences for association messages and calendar events.
Click I Accept on the Communication Preferences Disclaimer to acknowledge communication changes.
Managing the Directory
The Directory page is where homeowners control what information is visible to other members of the community.
To access this page, tap Menu > My Profile > Directory.
From this page, homeowners can opt in or opt out of the information displayed to the community in the published directory, association website, or Homeowner & Board Portal.
Managing the Member List
The Member List page is where homeowners choose whether to display on the association's official membership roster.
To access this page, tap Menu > My Profile > Member List.
From this page, homeowners can tap the Edit icon to access the Edit Membership List Opt-Out page and opt in or out of the membership lists.
