How to Switch your Portal between Classic and Modern view

To switch your Association between the Classic and Modern portal view you must first ensure that you have the proper Security access.

• Go to Settings > Roles.
• Select your role from the available options.
  • Select the Security tab.
  • Locate Portal under Association Settings.
  • Click the Edit button.
    • The Add/Edit field must be checked in order to make the necessary changes.
  • Click the Update button to complete.

• Go to Association > Settings.
• Locate Portal Style under Portal.
• Click the Edit button.
  • Select one of the following Portal Styles from the dropdown list:
    • Classic: This is your associations current portal style
    • Modern: The new portal style
    • Optional: This will give your users the ability to switch between the Classic and Modern portal view.
    • Disabled: This will completely disable the use of the portal for the selected association.

Note: It's recommended that you select either the Classic or Modern options and avoid using the Optional option in order to minimize troubleshooting for your users. Ex: The portal styles have different UI's and may cause confusion when attempting to provide support to your users,

• Click the Update button to complete.

Making this change on the Model will update all Associations that follow that Model. Your organization may want to change a few Associations at a time in order to cut down on homeowner confusion and phone calls. In that case, simply make this change on an individual Association.