Summary: This article provides instructions for mimicking a Homeowner Portal.
A Homeowner Portal can be "mimicked" in Vantaca, allowing users to see exactly what a homeowner can see when they sign in to their Homeowner Portal.
To begin, navigate to the Homeowners > Logins screen. If you do not have this menu item, contact your System Administrator to adjust permissions settings.
System Administrators: this permission is attached to the Role security Support > Portal Login Mimic.
It is important to note that only homeowners who have had portal logins generated are able to be mimicked.
Next, an association may be selected from the association dropdown menu, and a homeowner can be selected from the list using the Select button.
If a homeowner was previously selected and you need to select a different homeowner from the login menu, click the homeowner account name to navigate back to the login search menu.
Once you have selected the desired homeowner, click Mimic button to "Mimic" the homeowner's portal.
Using this feature will actually log you in to the Homeowner Portal. Therefore, all information you see if identical to what the homeowner will see, and any actions taken in the portal occur on the homeowner account.
FAQ: Why am I unable to mimic an owner?
If you are unable to mimic an owner from an Association, be sure that the Association is marked "Live" for the portal to be accessible. Once marked live, you'll be able to use the mimic feature!
For information regarding use and navigation of the Homeowner Portal please reference our article: The Homeowner Portal