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.
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.
Opt-In to Electronic Communication: Choose communication preference, Email or Mail.
Statement Type Preferences: Enable to Receive eStatments to receive eStatements via email.
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.
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.
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.
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.