The registration process in the WebAxis Homeowner and Board Portal is designed to ensure that each portal user is properly linked to the correct contact record in CINC. When a homeowner registers, the system attempts to match their registration to an existing contact record and updates that record with the details provided.
How the process works:
Automatic contact matching
When the system's auto-match criteria are met and the email address entered during registration matches an existing record, the system automatically links the portal user to that contact record. No admin intervention is required.
Automatic contact detail updates
When a match is made, the contact record is updated with the email address and phone number provided during registration, helping ensure the information in CINC stays current.
Manual approval
Registration requests must be reviewed manually on the Approve Pending Registrations page when any of the following apply:
Auto-match fails
Auto-match is disabled
The registrant identifies themselves as a tenant
Creating new contact records
If no existing record matches the registration, a new contact record can be created during the manual approval process. This is useful for adding non-property owner contacts, such as tenants, to an existing property record.