When auto-matching is not enabled or cannot find a match, admins must manually review and process pending registrations from the WebAxis Admin Portal. This also applies any time a registrant identifies as a tenant, regardless of whether auto-matching is enabled.
Follow these steps to manually match WebAxis registrations to contacts:
In WebAxis Admin, go to Administration > Approve Pending Registrations.
OR
In CINC with universal navigation, go to Residents > Residents > Approve pending registrations.
The Approve Pending Registration page displays. A tenant is denoted by a pink dot in the Homeowner Account field. Click the registration you want to approve. It highlights when selected.
Click one of the following options:
Validate and Register User: Proceeds with matching and prompts you to search for an existing contact record.
Delete Pending Registration: Removes the registration with no notification sent to the registrant.
Deny Registration and Email: Prompts you to enter a denial code that is displayed to the registrant.
Convert to Homeowner Registration: (Only displays when a tenant record is selected.) Reclassifies a tenant registration as an owner registration. You can then match it to an existing homeowner record or create a new one.
If you select Validate and Register User, enter filters on the Pending Registration page and click Search. A legend on the page displays each contact record's persona to help you identify the right match.
Select the appropriate contact record and click Match to Selected Contact. If no matching record exists, click Create New Contact.
On the Create New Contact - Select Property window, select the type of contact record to create:
For a new owner contact, search for and select a property record, then click Create New Contact. On the Register confirmation window, click Register.
For a new non-owner contact, click Create New Contact without selecting a property. On the Register confirmation window, select Active Tenant or Previous Tenant, then click Register.
Once matched and registered, the contact record is updated with the information entered during registration. You can view and manage contact records on the Contacts tab of the Primary Homeowner Information page in CINC.