Miscellaneous Parameters

Select System Settings > Miscellaneous Parameters to access the General Parameters tab and the Registration Options tab. If you are using universal navigation, click Settings > Resident Portal Management > Miscellaneous Global Settings.

General Parameters Tab - General Settings

Complete the following general settings:

Website ACC Note Type: Default note type for the ACC notes submitted through the website.
Website Violation Note Type: Default note type for violation notes.
New Work Order Status: Default status for new work orders. When the Portfolio Module is not enabled in CINC Accounting, the Pending Review and Dispatched to vendor options are not available.
Show Account Information Days into the Future: The number of days into the future to display homeowner charges.
Show Receive Correspondence in Profile: Leave unchecked.
Hide/Show Payment Balances
- Hide Current Balance: When selected, the Balance Due Today amount on the one-time payment screen will be hidden.
- Hide Future Balance: When selected, The Balance Within X Days label and dollar amount on the One-Time Payment screen and the Future Balance toggle on the Dashboard will be hidden.
- Toggle Position for Future Balance: Defaults the Current/Future Balance toggle to Future Balance on the dashboard of the Homeowner and Board Portal. If Hide Future Balance is unchecked and Default Toggle Position for Future Balance is unchecked, the toggle defaults to Current Balance.
Show Receive Correspondence in Profile: Selecting this option will allow homeowners to relay their preference to receive correspondence by mail or email. A Homeowner Report in CINC, Website Registrations By Correspondence Option, is tied to this field and can be run to view all homeowners' preferred correspondence method.
Default Receive Correspondence: When Show Receive Correspondence is turned on, if this box is selected, the correspondence preference will default to email upon a new registration.
Default Document Sort Order: Determines the default sort order for documents. Select Published Date (chronological, oldest to newest) or Description (alphabetical).
Show Recent Payments Board Invoice Approval: The number of recent payments to a vendor to display to the board as a part of the invoice approval process. Maximum allowed is 12.
Show Owner Name on Board Aging View Module: When selected, homeowner names will display with information in the Board Aging View Module.
Show Approvers Board Invoices Approval Screen: Select to display who at the management company has approved the invoice.
Show Bank Balance in Board Invoice Approval Screen
Show Email and Phone on Homeowner List Module: When selected, homeowners’ phone numbers and email addresses will display on the Homeowner List screen.
Provide homeowners with ability to update name on My Profile Page: Select to allow homeowners to update their name on the My Profile page. Changes in the homeowner’s name on the website will not transfer to CINC Accounting.
Provide homeowners with ability to update billing address on My Profile Page: Select to allow homeowners to update their default billing address on the My Profile page. The billing address is only used when processing online payments and will not apply to any mail sent by the association/management company.
Disable one-time Payment eCheck: When checked, homeowners prevent users from making onetime eCheck payments.
Disable one-time payment Credit Cardt: When checked, homeowners will not be able to make a one-time credit card payment.
Disable Recurring Payment eCheck: When checked, homeowners will not be able to create recurring eCheck payments.
Disable Recurring Credit Card Payment: When checked, homeowners will not be able to create recurring credit card payments.
Earliest Recurring Payment Date: When setting up recurring payments, this is the earliest date that can be set up for the first payment date.
Reservation Payment Options: Select Allow Offline Payments or Allow Credit Card Payments. A log of changes to this setting is available by clicking View Log.
Blocked/Stop Payment Homeowners: Sets the access level for homeowners who are in a “blocked payment” status.
Disable Add ACC Button: When selected, the ADD ACC Request button will be disabled. Homeowners will be able to view requests but not submit new requests through the Homeowner and Board Portal.
Disable Homeowner/Board Member Comments/Attachments for Closed ACC Requests: When checked, Homeowner/Board Member will not be able to add attachments or comments to ACC requests with the following status.
Disable Homeowner Comments for Violations: Homeowners and Tenants will not be able to add comments to violations with the selected statuses.
Disable Homeowner Comments for Work Orders: Homeowners and Tenants will not be able to add comments to work orders with the selected statuses.
ACC Request Closed Status List: Select the statuses that are considered “closed” (Approved, Approved with Conditions, Declined).
ACC Review Comment Permission: Denotes which board or committees can comment on ACC requests; determined in the Association Directory in CINC Accounting.
Closed Violation Presentation Days (Owner): Determines how many days’ worth of closed violations the homeowner can see in their violation history. Setting this value to zero will hide all closed violations.
Closed Violation Presentation Days (Board): Determines how many days’ worth of closed violations board members can see in the homeowner's violation history. Setting this value to zero will hide all closed violations.
ACC Presentation Days: Click to configure how many days' worth of each defined ACC Status the homeowner and board members can see in their ACC history. On the Setup ACC Presentation Days popup, enter the number of days (cannot be a negative number) as needed and click Save.
Provide Board Members Ability to Add Notes & Attachments to Work Orders from Board Work Orders Review Page: Select desired associations.
Broadcast Emails Attachment Size (KB): Enter the maximum size a user can add while broadcasting email. Maximum size allowed is 10 MB (10,240 KB). Enter size in KB only.
Hide/Show Reservations Module: Select associations that can see the Reservations module.
Enable/Disable Tenant Logins: Indicate whether tenants and previous tenants may log in.
Enable Quick Payments: Select associations that allow Quick Payments.
Cephai Web Portal Placement: Select an option to set the placement of the Cephai button in the Homeowner & Board Portal:
- Floating: (Default): The Cephai button will display in the bottom, right on every page.
- Fixed: The Cephai button will display in the Header bar.

General Parameters Tab - Profile Settings

Check the box next to each information type homeowners are allowed to update from the website.

NOTE: Any changes made by homeowners from the website will automatically be updated in CINC Accounting.

General Parameters Tab - Default Directory Display Options

Check the box next to each information type to display as the default on the homeowner directory. Homeowners can opt out of displaying any of this information on their My Profile page.

Registration Options Tab

Complete the following Registration Options settings:

Auto Match Method: Homeowner registration may be automatically approved based on the information entered during registration:
- None
- Account #/Last name/address
- Last name/address
- Last Name / Account # / Association
Show Association List in Registration Form: Check this box to display a list of associations for homeowners to select from during their registration.
Display “Remember Login ID” Checkbox: Check this box to enable a “Remember me” option on the sign in screen.
Display “Forgot Password” Link: Check this box to allow homeowners to reset their own password without having to contact the management company.
Account Number Mandatory During Registration?: If this is checked, the system will require the homeowner to populate this attribute during homeowner registration on the homeowner’s WebAxis site.
Street Number Mandatory During Registration?: If this is checked, the system will require the homeowner to populate this attribute during homeowner registration on the homeowner’s WebAxis site.
Send E-mail reply when registration request is denied: When selected, the system will send an email notification if the registration request is denied.
Use a default reason code for E-mail reply when registration request is denied: When selected, the system will use a default reason code for denial email notifications.
Enable Membership List Opt-Out on Registration: When selected, homeowners will have the option to opt-out of the Membership List directory maintained in CINC when they are registering in the web portal.
Enable Membership List Opt-Out on My Profile: When selected, homeowners will have the option to opt-out of the Membership List directory maintained in CINC from the My Profile screen.

Managing Denial Reason Codes

You can create or edit denial reason codes when the Send E-mail reply when registration request is denied setting is enabled.

Click Create/Edit Denial Reason Codes on the Registration Options tab. The Denial Reason Codes screen appears.
Click Define New Denial Reason Code. The Create Denial Code screen appears.
Enter the following information:
- Denial Reason Code: A code used to identify the denial reason.
- Denial Reason Code Description: A short description or name for the denial reason.
- Denial Reason Code Text: Enter a message that explains the denial reason.
- Default Denial Reason Code: When selected, the denial reason code will be used in the email reply if the Use a default reason code for E-mail reply when registration request is denied setting is enabled.
Click Save. To make changes to existing denial reason codes, click Edit for the codes on the Denial Reason Codes screen.