Registering Homeowners for Homeowner Web Portals and Apps in CINC Accounting
Registering Homeowners for Homeowner Web Portals and Apps in CINC Accounting
Bulk Homeowner Web Portal and App Registration by Association
You can register all homeowners for one or more selected associations using the Register button on the Association List screen. Each homeowner's email address is processed independently, making bulk registration faster and more efficient.
NOTE: The Register button is only visible to users who have the Association Portal Registration - Add security permission.
Select Setup > Association Setup. If you are using universal navigation, click Associations > Associations > View All.
Select one or more associations from the list, then click Register.
Confirm the registration.
Review and release the homeowner emails queued on the Homeowners > Email Correspondence screen (see Sending Email Correspondence Jobs). If you are using universal navigation, click Associations > Correspondence Tasks > Email Correspondance.
NOTE: If the registration already exists, the unit will be added as an additional property in WebAxis Admin Portal. Homeowners can switch between accounts in the Homeowner & Board Portal using the Switch Accounts popup accessed from the User Profile menu.
Bulk Homeowner Web Portal and App Registration During Data Imports
When importing homeowners on the Tools > Data Import screen, you can enable the WebAxis Auto-Registration option. If you are using universal navigation, click Settings > General > Data Import.
When enabled, imported homeowners will be added to an Auto-Registration Email Correspondence Job on the Homeowners > Email Correspondence screen, from where you can send the registration notification email. If you are using universal navigation, click Associations > Correspondence Tasks > Email Correspondance.
See Importing Homeowner Information for more detail.
Registering Individual Homeowners for the Web Portal and App
Individual homeowners can be registered directly from CINC Accounting. Each email address listed on the Primary Homeowner Information screen for the homeowners is registered independently.
NOTE: The Register Homeowner hyperlink is only visible to users who have the Association Portal Registration - Add security permission. Additionally, this security permission is required to send new registration emails.
Select Homeowners > Homeowners. If you are using universal navigation, click Residents > Residents > Resident List.
On the Homeowner Listing screen, click the hyperlink of the homeowner to register.
Click the Register Homeowner hyperlink on the Primary Homeowner Information screen. Registration activity is logged on the Administration > Manage Homeowners / Registration Action History screen in the WebAxis Admin Portal. If you are using universal navigation, click Resident > Resident > Registered User Management.
