Creating View Only Users to Access Vantaca.net

Objective: Create logins for Auditors/Outside Accountants, Collection Attorneys, and Board Members

Option 1 for setting up Collection Attorneys (recommended)

• Navigate to Vendors > Vendor Contacts
• If the contact is already in the system click the Edit button, if not click + New Contact button
  
  
   
• Enter the vendor contact information
• Check the box to allow login access
• Enter a password for your vendor
  
  
   
• Click Update
   
• When complete, email the user their login credentials (the system does not do this automatically)
• Please note this will give users access to only homeowners who have been escalated to the With Attorney step (this step may be named differently in your database)

To login, the vendor will navigate to vantaca.net, enter your company id, their email is their login and the password you issued them is their password.

Option 2 - Auditors, Board Members

• First, navigate to Settings > Users and create a login
  • For details on login creation, see the "Create New Users and Assign Employee Responsibilities" article.
    
    
     
• Next, navigate to to Settings > Responsibilities
  1. Click the + New Responsibility button
  2. Create a name for the Responsibility in the Responsibility column.  We recommend the following naming convention:  "Role – user’s name" (ie Auditor – Bob or Attorney - Jane)
  3. Choose the “Outside Accountant, Vendor (for attorneys), or Board” role from the drop down 
     Note: These three roles are system-maintained roles/view only role which are not subject to the full user rate.
     
     
      
  4. Drill into the responsibility and click “+ Assign New User” to add the login that you created in step 1
     
     
      
  5. Click the Associations tab and select the associations that this user should have access to. 
     Note that this will give these users access to the full owner lists in the associations selected. For collections attorney see Option 1 above

• When complete, email the user their login credentials (the system does not do this automatically).

   

FAQ

Q: Why does a user see "Invalid Login Information!" even though their credentials are correct?

A: If a user's credentials are verified but they still cannot log in, they likely have no Responsibilities assigned to their profile. To resolve this:

1. Navigate to Settings > Users
2. Locate the user and click the arrow (caret) to the left of their name to expand their profile
3. Click + Assign New Responsibility
4. Select a Responsibility from the list
5. Click Update
6. Repeat steps 3-5 for each additional Responsibility the user needs

If the user has a Responsibility assigned but still receives the "Invalid Login Information!" error message, navigate to Settings > Responsibilities and verify the assigned Responsibility still exists in the system. If the Responsibility is missing, click Edit on the user's profile and select an appropriate Responsibility for that user.