You can view exactly what a homeowner sees when they sign in to their Homeowner portal by "mimicking" it in Vantaca. You can only mimic homeowners who have portal logins generated.
To mimic a homeowner portal:
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Navigate to Homeowners > Logins.
Note: If you do not see this menu item, contact your system administrator to adjust your Role Security Support > Portal Login Mimic permissions. - To select a different homeowner, click the homeowner account name (1) to open the search, where you can search for different homeowners/associations, etc. and then click Select next to the desired homeowner.
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Click Mimic next to the Display Name to mimic that homeowner's portal.
This action logs you into a live version of the homeowner's portal where all of the information you see is identical to what the homeowner sees.
Important: Any actions that you take in the portal will occur on the homeowner's account. The following image is an example:
FAQs
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. After it is marked live, you can use the mimic feature.
Why am I seeing incorrect information on homeowner portals?
If you see incorrect information on a homeowner's portal when mimicking the homeowner, we recommend clearing your cache and cookies.
For information about the use and navigation of the Homeowner Portal, see the "The Homeowner Portal" article.
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