Vantaca Home - Portal Overview for Board Members

Summary: This article provides an overview of the Vantaca Home for a Board Member. For demonstration purposes, assume you are a board member of the Presidential Valley Association. You'll learn about which Home sections are available to homeowners, which are available to Board members, what capabilities Owners have in Home, and how to navigate the Board-specific pages in Home.

Note: As a Board member, you will have access to specific pages when you log into the Owners Portal provided to you by your management company. Contact your management company for more information about your access to the different Board Portal sections.

Begin by logging in to Vantaca Home. Once you log in, you'll notice the Board Actions section in the left navigation. You as a Board member will have access to these specific pages.

Reviewing the Dashboard, you'll notice at the top right it will show your current property, which you can use to switch between accounts from any screen. On your Owner Dashboard, you'll see Payment information, Recent Requests, Recent Reservations, and any Messages you may have. As a Board Member, you also have a special section Board Actions which will display your number of open To-Do items for each task. 

With the left navigation, you can navigate quickly through Vantaca Home to make payments, submit a request, view the community and amenity calendars, view the homeowner directory, view association documents, or update your contact information. These are the same options that a normal owner in your community would have. 

The Board Actions section, which only Association Board members will have access to, displays various pages that can be used to manage their association. 

Board Actions are separated by the type of tasks. You can approve or decline items from the following pages: ARCs, Invoices, Work Orders, and Collections. Each page has three tabs you can use to view items: My Items, which will show items currently assigned to your role; Open, which will show all open items; and Closed, which will show all closed items.

Approving and Declining

Based on the type of Action Item, a Board member may be able to Approve or Decline these tasks from the green menu box on the far right. The Action Item can always be viewed in more detail by clicking the eyeball icon to view Action Item Details. Only items on the My Items tab will be actionable.

Viewing Action Item Details

Clicking the Eyeball will open the Action Item Details, allowing you to see the historical events of this Action Item. You can send a new message to your management company here by clicking the Type a Message box next to the Envelope. If you have the option to Approve or Decline these items, those options will appear here as well. 

The ARCs, Invoices, Work Orders, and Collections pages show all open Action Items of that type and can also be used to research previously closed Action Items of that type.
Depending on the settings established by your management company, you may have access to one or all of these pages. Contact your management company for more information about your access to the different Board sections in Vantaca Home.

Homeowners

The Homeowners page is a searchable directory of all owners that can be easily exported to Excel for reporting or documenting by clicking the Export button. The directory can be filtered by any column by clicking the 3 dots in the column header. You can also ascend or descend columns, adjust search values, and add or remove columns. To see previous owners, enable the Previous Owners Only checkbox. To view an owner's open Action Items, Charge Balances, or Transaction History, click on the Account number for the specific homeowner record. If you have a particular way you'd like to display this page every time you open it, including specific filters and sorting, you can click the Gear icon in the top right and click Save Grid Settings.

Bank Accounts

The Bank Accounts page gives you access to the Association Bank Account information for your community. You can view Bank Register items and transaction history for that account by clicking on the Eyeball icon for each account.

Reports

The Reports page lets you run various reports directly from Vantaca Home. You can either View the report to specify parameters like date range and what you want to display or simply click Download PDF to see the default report. This gives you a level of transparency second to none with your community!