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Vantaca Home: Dashboard Overview

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Shelley Labrecque
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The Dashboard is the first page homeowners see when they log in to the Vantaca Home portal, and the first page you see when you mimic a homeowner. It surfaces account balances, pending requests, recent transactions, recent Inbox activity, and (for board members) summary counts for items requiring board attention. This article describes each section of the Dashboard, what controls visibility, and how the cards reflect the homeowner's current property selection.

Contents

Reminder Banner

The reminder banner appears at the top of the Dashboard when the homeowner has upcoming amenity reservations. For board members and ARC committee members, the banner also lists architectural requests pending review. The banner shows a count of each item type and links to the corresponding page when the Board ARC portal page is enabled for the association. If that page is disabled, the count still displays but without a link. The banner is hidden when there are no upcoming reservations and no pending requests to surface.

 

Board Tasks Card

For board and ARC committee members whose association has the Board Tasks page configured, a Board Tasks card appears directly below the Reminder Banner and above every other Dashboard section. It lists the items most needing board attention so they're the first thing a board member sees after logging in.

This is a different element from the Board Actions card described in the Board Member Section below. The Board Actions card still appears at the bottom of the Dashboard for all board and ARC committee members; the Board Tasks card is a separate, higher-priority summary. The Board Tasks card spans the full width of the page and appears without a section heading above it.

If the homeowner has pending amenity reservations or architectural requests, the Reminder Banner still displays above the Board Tasks card. If there is nothing to show in the Reminder Banner, the Board Tasks card becomes the very first thing on the Dashboard.

 

Payments Card

The Payments card shows account balance information, AutoPay enrollment status, and shortcuts to the most common payment actions.

The Payments card displays:

  • Account balance: The current balance for the selected account.
  • Account # dropdown: Shows the account number for the selected account. Homeowners with multiple accounts can switch between them in this dropdown.
  • Upcoming Charges: The total of charges scheduled for the next billing cycle.
  • AutoPay indicator: A visual toggle that shows whether the homeowner is enrolled in AutoPay. The indicator links to the AutoPay settings page.
  • Make a Payment: Click to open the Make a Payment page with the account preselected.
  • Manage Payments: Click to open the Manage Account page to manage saved, recurring, and future one-time payments.

Note: If the account is blocked from accepting payments (for example, the account is in collections or with legal), the card shows a Blocked status instead of the balance. For details about customizing the Make a Payment button label, see the "Vantaca Home: Customizing Your Credit Card Buttons" article.

 

Recent Transactions Card

The Recent Transactions card lists the most recent ledger transactions for the selected account, including the date, description, status, and amount. Homeowners click View All to open the full account history page.

 

Community Feed

The Community Feed appears below Payments and Recent Transactions, and shows the resident's most recent Community Feed posts if Community Feed is turned on for their association.

Residents click View all Posts to open the full Community Feed. For details, see the "Vantaca Home: Community Feed" article.

Note: If Community Feed is not turned on for the resident's association, this section does not appear on the Dashboard.

Inbox

The Inbox section on the Dashboard shows the most recent items from the homeowner's Inbox. Each row includes the category, subject, snippet of the most recent message, and date. Homeowners click a row to open the full Inbox detail view or click View All to open the full Inbox.

For details about the Inbox itself, see the "Vantaca Home: Inbox" article.

 

Board Member Section

The Board Member section appears at the bottom of the Dashboard only for users who have board member or ARC committee permissions. It displays the Board Actions card with counts for items requiring board attention.

The Board Actions card lists the following categories:

  • ARC Management: Architectural requests awaiting board review or voting. The category label reflects the ARC name configured for the association (for example, ARC Management, ACC Management).
  • Invoices: Invoices awaiting board approval.
  • Work Orders: Work orders awaiting board review.
  • Collections: Collections actions awaiting board action.
  • Inspections: Property inspections pending your review, before you complete each one.
  • Violations: Violation action items awaiting a board decision.

Each category shows a count and a View All link that opens the full list on the corresponding Board Actions page.

For details about each category, see the "Vantaca Home: Board Actions" article.

 

How Property Selection Affects the Dashboard

Dashboard sections reflect the property currently selected in the Property Selector card at the top-right of the portal. When a homeowner with more than one property switches properties, the Payments card, Recent Transactions card, Community Feed section, and Inbox section update to show data for the newly selected property.

The Reminder banner reflects the homeowner's amenity reservations and (for board or ARC committee members) pending architectural requests across all of their properties, so it does not change when the homeowner switches properties. The Board Member section reflects board-wide action items rather than a single property and also does not change when properties are switched.

Frequently Asked Questions

Q: Do I have to allow my homeowners and board members to see all Vantaca Home dashboard sections?

A: No. If your association does not use one of the available modules, for example if you do not process payments through Vantaca Pay, the corresponding dashboard section does not show for that association. This is the same behavior described for the Community Feed section above: a section only appears when the related module or feature is turned on for the resident's association.

 

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