Portal Registration Action Item
Objective: Issue an owner login created from a sign up request.
Homeowners can click the Sign Up button in the portal to request a login. Owners only need to sign up to request a login, if they did not receive login credentials from the Generate Portal Login action item.
When the homeowner clicks Sign Up, they are prompted to enter their name, email address, phone, address, association and account number (optional). Once the owner clicks Create, a Portal Registration action item is automatically created in Vantaca.
Portal Registration action items begin as an "orphan action item" meaning it is not yet matched to an owners account. The management company employee who receives the action item must edit the action item and search for the owner based on the info that the owner submitted. To edit the action item, click the hamburger Menu (three horizontal lines) then select Edit. Next, assign the correct Association and Homeowner to the action item.
Once the homeowner is tied to the action item, click the Update and Select button so that the action item is anchored in your action center panel. Next, navigate to Homeowners > Contact Info and add the owners email address by clicking + New Contact. So that the owner can receive email communication from Vantaca.
Next, navigate to Homeowners > Logins click the + New Login button. The User Name should be owners name, next enter their email and lastly their password. Please note that the owner password is typed in the email template sending the login (this was set up before hand in the action item configuration). Make sure that you enter the password that is being sent to the owner in the next step.
Once you have created the login the then step the action item to Portal Login Created. In the note field enter the owners email address so that it is tagged into the email. This step sends an email to the homeowner. Click the Preview button to see the email with the email and password. Check that the password is the one you entered when creating the login. When ready to complete, click Update.