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User Training Guide

User Training Guide

88 articles
Multi-Factor Authentication for WebAxisMulti-Factor Authentication for WebAxis
Map a Homeowner Portal Template to AssociationsMap a Homeowner Portal Template to Associations
Viewing User Cephai AI Chat historyViewing User Cephai AI Chat history
Cephai Chat OverviewCephai Chat Overview
Configuring Cephai AI NameConfiguring Cephai AI Name
Managing AutoPay Homeowner ViewManaging AutoPay Homeowner View
WebAxis Homeowner My Reservation ListingWebAxis Homeowner My Reservation Listing
Broadcast MessagesBroadcast Messages
Deleting Amenity Block TimesDeleting Amenity Block Times
Maintain Module Help TextMaintain Module Help Text
Viewing the Homeowner List as a Board MemberViewing the Homeowner List as a Board Member
My Profile in the WebAxis HomeOwner PortalMy Profile in the WebAxis HomeOwner Portal
Uploading DocumentsUploading Documents
WebAxis Security PermissionsWebAxis Security Permissions
Manage Google Analytics in the WebAXis Admin PortalManage Google Analytics in the WebAXis Admin Portal
Deleting AmenitiesDeleting Amenities
Set Up Web Email Notifications for WebAxisSet Up Web Email Notifications for WebAxis
Registering in the Homeowner & Board AppRegistering in the Homeowner & Board App
ACC Requests WedbAxis Homeowner ViewACC Requests WedbAxis Homeowner View
Using the WebAxis Template WizardUsing the WebAxis Template Wizard
Maintain Interest GroupsMaintain Interest Groups
Viewing Documents in the Homeowner PortalViewing Documents in the Homeowner Portal
Custom Content for MobileCustom Content for Mobile
Configuring Cephai AI GreetingsConfiguring Cephai AI Greetings
ADA Association SettingsADA Association Settings
Miscellaneous ParametersMiscellaneous Parameters
Reviewing Invoices As a Board MemberReviewing Invoices As a Board Member
Manage Homeowner Portal PagesManage Homeowner Portal Pages
Creating Amenity Time BlocksCreating Amenity Time Blocks
Custom ContentCustom Content
Photo GalleriesPhoto Galleries
Payment Module Homeowner ViewPayment Module Homeowner View
Making One Time Payments Homeowner ViewMaking One Time Payments Homeowner View
Editing Amenity Time BlocksEditing Amenity Time Blocks
Configuring Dynamic Payment OptionsConfiguring Dynamic Payment Options
Making a Reservation WebAxis Homeowner ViewMaking a Reservation WebAxis Homeowner View
Linking a GL Account to an AmenityLinking a GL Account to an Amenity
Managing ReservationsManaging Reservations
Viewing Accounts Receivable as a Board MemberViewing Accounts Receivable as a Board Member
Maintain Default Settings in the WebAxis Admin PortalMaintain Default Settings in the WebAxis Admin Portal
Viewing Aging Report as a Board MemberViewing Aging Report as a Board Member
Managing Payment Methods Homeowner ViewManaging Payment Methods Homeowner View
Enabling Cephai AI for AssociationsEnabling Cephai AI for Associations
System Generated Notes for ReservationsSystem Generated Notes for Reservations
New TopicNew Topic
Setting up Recurring Payments using AutoPay Homeowner ViewSetting up Recurring Payments using AutoPay Homeowner View
Reviewing Work Orders as a Board MemberReviewing Work Orders as a Board Member
Adding or Editing AmenitiesAdding or Editing Amenities
Viewing the Reservations Calendar WebAxis Homeowner ViewViewing the Reservations Calendar WebAxis Homeowner View
Map Custom ACC to Associations for WebAxisMap Custom ACC to Associations for WebAxis
Viewing Cephai AI Disclaimers HistoryViewing Cephai AI Disclaimers History
Association- Specific Document FoldersAssociation- Specific Document Folders
Calendars and EventsCalendars and Events
WebAxis Admin Home Screen DashboardWebAxis Admin Home Screen Dashboard
Manage Custom ACC Templates for WebAxisManage Custom ACC Templates for WebAxis
Viewing Board Action Items in the Homeowner and Board PortalViewing Board Action Items in the Homeowner and Board Portal
WebAxis Admin Password Email ResetWebAxis Admin Password Email Reset
Maintain Directories in the WebAxis Admin PortalMaintain Directories in the WebAxis Admin Portal
Configuring Cephai AI IDK AnswersConfiguring Cephai AI IDK Answers
Homeowner and Board Portal Template ModulesHomeowner and Board Portal Template Modules
Reviewing Architecture Change Requests As a Board MemberReviewing Architecture Change Requests As a Board Member
WebAxis Admin Users and Security GroupsWebAxis Admin Users and Security Groups
Misc Item Payments WebAxis Homeowner ViewMisc Item Payments WebAxis Homeowner View
Payment History in the WebAxis Admin PortalPayment History in the WebAxis Admin Portal
Review Contact Us RequestReview Contact Us Request
Asking Cephai AI QuestionsAsking Cephai AI Questions
Manage Homeowner Portal TemplatesManage Homeowner Portal Templates
Viewing Vendor Payment History as a Board MemberViewing Vendor Payment History as a Board Member
Broadcast TextsBroadcast Texts
Manage Misc Item PaymentsManage Misc Item Payments
Viewing Violations as a Board MemberViewing Violations as a Board Member
Broadcast Text Homeower AuthorizationBroadcast Text Homeower Authorization
Manage Association Access in the WebAxis Admin PortalManage Association Access in the WebAxis Admin Portal
Global Document CategoryGlobal Document Category
Review Sent Emails in the WebAxis Admin PortalReview Sent Emails in the WebAxis Admin Portal
Reviewing ACC Requests as a Board MemberReviewing ACC Requests as a Board Member
Manage Homeowners in the WebAxis Admin PortalManage Homeowners in the WebAxis Admin Portal
Configuring Web Notification for Cephai AI Document IntakeConfiguring Web Notification for Cephai AI Document Intake
Misc ItemsMisc Items
Recurring Payments in the WebAxis Admin PortalRecurring Payments in the WebAxis Admin Portal
Broadcast EmailsBroadcast Emails
Manage Payments in the WebAxis Admin PortalManage Payments in the WebAxis Admin Portal
Viewing Board Tasks in the Homeowner and Board PortalViewing Board Tasks in the Homeowner and Board Portal
Approve Pending WebAxis RegistrationsApprove Pending WebAxis Registrations
Maintain WebAxis Email TemplatesMaintain WebAxis Email Templates
Configuring Cephai AI DisclaimersConfiguring Cephai AI Disclaimers
Migration Email CleanupMigration Email Cleanup
Enhanced Texts in the WebAxis Admin PortalEnhanced Texts in the WebAxis Admin Portal