Homeowner and Board Portal: My Profile
Homeowner and Board Portal: My Profile
The My Profile screen of the Homeowner and Board Portal has four tabs:
NOTE: The following examples are a CINC template. Layout and display are dependent on the Admin Portal settings, template setup, and user access.
Account Details
Account Information: Displays the homeowner/board member account number and property address. Also allows the user to register additional property addresses.
Name Information: Displays the user’s name and allows them to edit the name if needed.
Login Information: Displays the user’s email address used for login and allows the user to change their login email address or password.
Tenant Login: This section is only displayed to homeowners.
When Tenant Logins are enabled on the management company level (set in the Admin Portal under System Settings / Miscellaneous Parameters), homeowners have this additional setting to allow or prevent tenants from logging in to their property.
When Allow Tenants to Login is enabled, tenants are allowed to login to the Homeowner Portal for that property.
Communication
Telephone Numbers: Displays user’s phone numbers and allows them to modify the numbers. If SMS messaging is enabled by the management company, users can enable which phone numbers should receive SMS messages from the management company.
Communication Preferences: Allows a contact to select their preferred delivery method for correspondence. Changes here are reflected in CINC Core. Contacts encounter a disclaimer .
Billing Information: Homeowner's default billing address. Click Change to edit.
Must be enabled in the Admin Portal under System Settings / Miscellaneous Parameters for homeowners to edit.
Only used when processing online payments and will not apply to any mail sent by the association/management company.
The Default Phone Number defines what number will be used as the billing phone number when making a payment. This number will populate the Phone field for all payment types in all modules where online payments are accepted.
Pending Approval Invoice Notification: Enable to receive pending invoice notifications.
This option only appears if the user is set up in the CINC Accounting under Setup > Association Setup / Directory as a Board Member in a committee or a board that has Board Invoice Approval access.
In addition, the corresponding Committee Name must be selected on the Wizard Step #2 - Page Visibility screen of step 2 of the Template Wizard.
Statement Type Preferences: Allows contacts to select Paper Statement, eStatement, or None. Changes made by contacts are reflected in CINC Core.
Interest Group List: Enable toggles to receive email communications for interest groups.
ARC Email Notifications: Enable toggles to receive any of the ARC email communications.
Email Notification Preferences:NOTE: The helper text that appears in this section is controlled by the Email Notification Preferences section under MyProfile: Email Opt Out on the Manage Content > Maintain Module Help Text screen.
Broadcast Emails: Enable to receive email blasts initiated by the association/management company, such as newsletters and notifications.
Broadcast emails include an unsubscribe link. If a user unsubscribes, this toggle will become inactive. Recipients who do not have an Admin Portal account and have unsubscribed via the link will not be able to resubscribe.
If the recipient email address is used to create an Admin Portal account later, their current subscription preferences will be reflected on the Communications tab.
Calendar Events: Enabled to receive email notifications related to calendar events.
Click Manage to select the number of days in advance to receive notifications.
The image above displays calendar events after Manage has been clicked.
Reservations: Enable to receive email notifications related to reservations.
Misc Item Purchases: Enabled to receive email notifications related to misc. item purchases.
Adding Secondary Email Address
Homeowners can add a secondary email address to their contact record directly from My Profile. If you are using universal navigation, click Associations > View All. If you are using universal navigation, click Settings > Resident Portal Management > Maintain Module Help Text.
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.
Managing Mailing Addresses
Homeowners can add mailing addresses to their contact record from My Profile.
When the MailingAddress 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.
Directory
Directory Listing: Enable toggles to opt into information being published in the directory, which is visible to anyone in the community.
Member List
Member List Opt-Out: Click Change to modify to be included on the membership list.
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.