This article describes how to view and generate new portal logins for homeowners/multiple homeowners who do not already have portal logins created for their primary email address. It also provides instructions about how users can edit the language in the Vantaca system-generated email template.

Contents

• View Homeowner Login Information
• Generate New Portal Login Action Item
• Change the Email Template Text
• Generate New Portal Logins
• Next Steps
• Multiple Homeowner Login and Portal Keys

View Homeowner Login Information

To view homeowner login information, navigate to Homeowners > Logins. 

The Portal key for the property/account owner displays above the Display Name and Login information.

Click the homeowner name at the top of the screen to search for and switch to a different homeowner.

Generate New Portal Login Action Item

The Generate New Portal Login action item generates new portal logins with temporary passwords for all primary email addresses on file in the association that have not yet been associated with an owner portal login. You can edit the email notification that the system sends to the owner (that includes the temporary password  to include specific language for your owners.

Change the Email Template Text

To view or change the language in that Email template, you must do so before generating the new portal Logins.

To change the Email template text:

1. Go to Settings > Action Types/Steps
2. Go to the Standard section and click the caret beside New Portal Login action type.
   
   
   
   
3. Click the Hamburger menu beside the first Message step, and select Email.
   The Edit Email Template screen opens.
4. In this screen you can:
   Important: Do not remove the Action item Description tag as this is where Vantaca inserts the owners email and temporary password.
   
   
   
   
   • To add a tag, place your cursor in the email where you would like the tag to go, select the tag from the Insert Tag dropdown, and then click Go. 
   • Use the Body menu to change the fonts, etc. (if desired). 

Generate New Portal Logins

After you review or change the Email template, you can generate new portal logins for association homeowner:

1. Navigate to Association > Action Items.
2. Click New Action Item. 
   The Action Item screen displays.
3. Make sure the correct association is selected, and then select the Generate Portal Login Action Type.
   
   
   
   You do not need to add anything else in this screen.
4. Click Update.
   The generation process may take a few minutes to complete, depending on the number of logins being generated by the action item. The Generate Logins action item creates a new New Portal Login action item on each homeowner account in that association for which a new portal login is created.

Next Steps

After the logins have been generated and sent, you will need to set up your Board members for that association to give them the extra Board Member permissions on the portal. For more information, see the "How to Add Board and Committee Members" article as well as the video tutorial of the same name to learn how to complete this process.

Multiple Homeowner Login and Portal Keys

If you have the Multiple Owners feature turned on, the Homeowner > Logins page includes a Portal Key column. Management companies can view login information for all homeowners related to an account as each homeowner related to a multiple owner account receives an individual portal key. 

To view multiple homeowner login information, navigate to Homeowners > Logins. 

On this screen, you can:

• Click the homeowners name at the top of the screen to search for and switch to different homeowners.
• View the following fields:
  • Homeowner ID: The identification number of the homeowner.
  • Homeowner: Displays the Business Name (if applicable) on the first line and the homeowner first and last name on the second link. and Portal Keys are shown for each owner of the property.
  • Portal Key: Shows the portal key assigned to each homeowner associated with the multiple owner property.
• Click the caret beside a Homeowner ID to view the display name, login email and use the following buttons:
• Edit: Opens the Homeowner Login screen where you can update information.
• Mimic: Click to mimic the homeowner view. See the "Vantaca Home - Mimic a Homeowner Portal" article.
• Reset Password: See the "Vantaca Home - Resetting a Homeowner Password" article.
• Delete: Deletes the record.
  
  

New Login

The Login button on the Logins screen dropdown information (see above) allows you to add new homeowners to a property and assign the login information. This button only displays if the interface setting for Multiple Owners - Contact Info is enabled.

To add a new homeowner and provide login information:

1. Click New Login.
   The Homeowner Login screen displays.
2. Provide the following information:
   
   
   
   
3. Display Name: Enter the name to display for the logged in user on their Home portal dashboard.
4. Login: Enter the user's email address. This email address is saved as Email on homeowner contact information.
5. Password: Enter a unique password.
6. Click Update.