Template Modules
Template Modules
When creating or editing an association’s website template, modules are added to the website page to define the page’s content. The following table lists the name and description of each module.
Modules can be added in Step 4 of the Template Wizard by selecting Template > Launch Template Wizard or edited after exiting the wizard by selecting Template > Manage Templates. See Using the WebAxis Template Wizard and Manage Homeowner Portal Templates for more information. If you are using universal navigation, click Associations > Setup > Launch Template Wizard. If you are using universal navigation, click Associations > Setup > Launch Template Wizard.
NOTE: Dashboard widgets are only available for Modern Theme templates.
Module Name
|
Description
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AccountInfoView
|
Shows the homeowner’s account balance on the Dashboard / Balance widget. Allows homeowner to view their account ledger history and download a copy of it to Excel.
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ACCRequestInfoView
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Allows homeowners to create and view their ACC requests. Can be accessed from the Dashboard / Architectural Request widget.
|
AssociationBankSummaryView |
Shows the following information all active bank account(s) assigned to the respective association:
|
BoardAccountsReceivablesView
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Visible only to board members. Allows board members to see in detail the charges, payments, collection status, number of violations, number of work orders, and balances for homeowners.
|
BoardAccView
|
Visible only to board members. Allows board members to see a detailed view of all architectural change requests. Board members with permission can comment and make decisions on requests.
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BoardACCView*New*
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Visible only to board members. Allows board members to see a detailed view of all architectural change requests. Board members with permission can comment and make decisions on requests.
|
BoardAgingView
|
Visible only to board members. Shows a detailed list of all homeowners with a balance so that board members can follow up.
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BoardInvoiceApprovalView
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Visible only to board members. Allows board members to review, approve, or decline invoices.
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BoardTaskView
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Visible only to board members. Displays tasks for board members as set up in CINC Accounting.
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BoardViolationsView
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Visible only to board members. Allows board members to view community violations.
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BoardWorkOrderView
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Visible only to board members. Allows board members to view community work orders.
|
CalendarView
|
Displays a community events calendar. Information displayed on the calendar is configured on the Manage Content > Calendars And Events screen in the Admin Portal. If you are using universal navigation, click Associations > Calendar > Calendar Event Categories.
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ContactUs
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Displays the property management company’s information. Allows homeowners to submit questions. Questions submitted will appear on the Dashboard > Unread Messagesin the Admin Portal. If you are using universal navigation, click Communications > Broadcast > Review Contact Us Request.
|
DirectoryView
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Allows homeowners to view the association’s directories.
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DocumentsView
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Allows homeowners access to documents in the Document Library. Configuration for the Document Library is done on the Manage Content > Globel Document Category and Manage Content > Documents screens in the Admin Portal. If you are using universal navigation, click Associations > Documents > Association Documents. If you are using universal navigation, click Associations > Calendar > Calendar Event Categories.
|
FAQ
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Allows homeowners to view the Frequently Asked Questions configured in the System > Maintain FAQs section of CINC Accounting. If you are using universal navigation, click Associations > Setup > Maintain FAQs.
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HoastVotingView
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If Hoast is being used, allows homeowners to access community online voting through the Hoast Voting Integration.
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HomeownerListView
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Visible only to board members. Displays a list of homeowner addresses regardless of the homeowner’s directory opt out preference.
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HomeownerViolationsView
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Shows a list of all violations assigned to the homeowner. Displays date, description, and status. Includes links to view additional details, add comments, download the violations file, and add attachments. Can be accessed from the Dashboard / Violations widget.
|
HomeownerWorkOrdersView
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Shows a list of the work orders assigned to the homeowner. Includes links to view additional details, add comments, and add attachments. Can be accessed from the Dashboard / Work Orders widget.
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MiscItemHistoryView
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Displays past purchases of miscellaneous items (such as a mailbox key) made by the homeowner.
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MiscItemPaymentView
|
Allows homeowners to purchase and view past purchases of miscellaneous items (such as a mailbox key). Items available for purchase are configured on the Manage Content > Misc. Items screen of the Admin Portal. If you are using universal navigation, click Residents > Community Items And Services > Manage Items.
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MyProfileView
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Allows the homeowner to access the My Profile screen and update their profile information, communication, and directory preferences.
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MyProfileView-Paygami
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Allows TresRE customers to access the My Profile screen and update their profile information and communication preferences.
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MyReservationView
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Shows what reservations the homeowner has submitted.
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NewsView
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Displays a scrolling message board on the Homepage of messages created in Manage Content > Broadcast Messages screen of the Admin Portal. If you are using universal navigation, click Associations > Calendar > Calendar Event Categories.
|
NonAIPaymentView
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Allows homeowner to make a one-time payment through Accounting Integrators.
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NonAIRecurringPaymentView
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Allows homeowner to make a recurring payment through Accounting Integrators.
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OneTimePaymentView
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Allows the homeowner to make a one-time payment by echeck or credit card.
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PhotosGalleryView
|
Displays, in a grid view, community photos that are inserted as a photo gallery on the Manage Content / Photo Galleries screen of the Admin Portal.
|
PhotosSliderView
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Displays, in a slideshow, community photos that are inserted as a photo gallery on the Manage Content / Photo Galleries screen of the Admin Portal.
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PortfolioBoardTaskView
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Visible only to board members. Allows board members to view board action items. This is only for the Management module.
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RecurringPaymentView
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Allows homeowners to set their payments on a recurring basis for payments to be withdrawn from their account by echeck or credit card.
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RegistartionView
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Allows homeowners to register for website access.
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RegistrationView-Paygami
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Allows TresRE customers to register for website access.
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ReservationCalendarView
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Provides a Reservation Calendar for the community where homeowners can make reservations and see what is booked. (This is separate from Reservation View).
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ReservationView
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Allows homeowners to view and make reservations for amenities.
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VendorPaymentHistoryView | Displays data for historical vendor invoice payments for the last seven years. |