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How to Configure and Manage the Home Portal

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Shelley Labrecque
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Management companies can customize and manage their Home portal pages for homeowner and board member access. The system uses a three-tier management structure that provides flexibility for centralized control and association-specific customization.

The system has three management levels:

  • Global Level: Make changes in Settings > Portal Pages to update all associations simultaneously.
  • Management Company Level: Make changes in Settings > Portal Pages within the management company dashboard to control portal pages for all associations under that management company.
  • Association Level: Make changes in Association > Portal Pages for individual association customization.

Important: Portal pages require proper security permissions and must be marked as Live to be visible to users. Some pages such as Owner Dashboard, My Login, and Forgot Password are required and cannot be removed.

 

Contents

 

Global Portal Pages

Global portal pages serve as default templates that all associations can customize for their portal experience. 

These pages are managed in Settings > Portal Pages and provide the foundation for association-specific customization. They are all of the available pages that your different associations can use for their own custom Home portal experience.

When a global page is set to Is Default it automatically appears in every association's Association Portal Pages tab. Each association can then choose to:

  • Keep the page active for their portal.
  • Mark it Not Used to remove it from their portal.
  • Move unused pages to the Unused tab for future activation.

Global pages marked as Not Live will not display in any portal regardless of association settings. These pages can be edited and customized but remain hidden until marked as Live. 

Portal pages can also be disabled globally through use of the Disable button. To re-enable a portal page globally, select  Show Disabled Pages , which will display both disabled and enabled portal pages together. Locate the portal page you want to restore and click Enable to make it active again.

 

Management Company Portal Pages

Management companies can configure portal pages at the management company level to provide centralized control over portal page settings for all associations under their management. This level sits between global settings and association-level customization, allowing management companies to standardize portal experiences across their portfolio while still permitting association-specific modifications.

Management company portal page configurations include:

  • Is Live: Controls whether the portal page is active for associations under this management company.
  • Is Default: Makes the page configuration apply automatically to new associations created under the management company.
  • Body Content: Customizable content using a rich text editor that displays on the portal page.
  • Page Path and Title: Read-only fields that display the URL path and page title.

When management company settings are configured, they take precedence over global settings but can still be overridden by individual association customizations.

 

Required Portal Pages

Certain portal pages are required for system functionality and cannot be removed:

  • Owner Dashboard
  • My Login
  • Forgot Password

These pages must remain active but can be customized for content and appearance.

For more information about Vantaca Home portal pages, especially if migrating a portal to Vantaca Home, see the "Vantaca Home URL and Site Map" article.

 

Create or Edit Global Portal Pages

Note: You set the Page Title, Page Path, Visibility, and Menu Title when you create a page. After the page is created, these fields become read-only and cannot be edited.

To create a new global default portal page:

  1. Navigate to Settings > Portal Pages.
  2. Click New Portal Page. 
    The Edit Portal Page screen opens.

    2025-10-09_08-29-20.png
     
  3. Provide the following information:
    • Page Title: Displays on the browser tab.
    • Page Path/Custom_vz/: The URL of the page. This is only editable for custom content pages. System content pages (such as My Account) cannot be edited.
    • Visibility: Controls which portal users can access the page (similar to Document or Calendar securities).
    • Menu Title: The name of the page in the site's left navigation menu.
    • Is Default: Select to make this page available to all associations and mark it as Used. This means that each association will have that page as a default. If you only want to use this page for a single association, do not select this option.
    • Is Live: Select to make the page immediately visible in the portals.
    • Full Custom Page (Home page only): Select to create a fully customized pre-login home page using custom HTML. This option enables complete control over the landing page design and layout, bypassing standard page structure. Available only for the Home page in the portal and can be configured at Settings > Portal Pages (management company level) or Association > Portal Pages (association level).
    • Edit Body Content: Enter the content you want to display below the Body Title and above any functional modules on the page. For instance, on the Association Calendar page, this content would display above the calendar. 
    • Electronic Disclosure (Owner Contact Info page only): Custom message displayed in the confirmation modal when homeowners update their profile contact information and communication preferences. This field allows management companies to provide association-specific or company-specific electronic communication agreement language. If left blank, the system displays the following default language: "By providing your email address and/or opting in to email communication preference you are agreeing to receive electronic communication. You are responsible for keeping your email address up to date and may change your email or communication preference at any time."
  4. Click Update to create or save the changes to the page.

After creating the page, it becomes available for association-specific customization.

Important: After you create a page at the Global Portal Pages level, you can go to the Association > Portal Pages page to customize that page for a specific association.

 

Using the Full Custom Page Feature

Use this feature when you need complete control over the Home page design beyond the standard portal page editor or want to create a unique branded experience.

Coming Soon: You'll soon be able to design the Home page using a visual drag-and-drop editor. The Landing Page Designer is the new recommended way to build the pre-login page; the legacy Full Custom Page workflow below remains available for backward compatibility. For details, see the "Vantaca Home: Landing Page Designer" article.

To enable the Full Custom Page feature:

  1. Navigate to Settings > Portal Pages (Management Company) or Association > Portal Pages (Association level).
  2. Click Edit next to the Home page.
  3. Select the Full Custom Page checkbox. 
    Note: This checkbox only appears when editing the Home page.

    2026-01-14_14-53-04.png
     
  4. In the Edit Body Content section, enter your custom HTML code. For HTML coding guidelines, see the "Vantaca Home: Create Custom Pages" and "HTML Email Templates" article.
  5. Click Update.

 

Back to Top

 

Configure Management Company Portal Pages

Management companies can configure portal pages to control settings for all associations under their management. This provides centralized control while allowing for association-specific overrides.

To configure management company portal pages:

  1. Navigate to Settings > Portal Pages from your management company dashboard.
    The Portal Pages screen displays available portal pages for configuration.

    2025-10-09_08-34-09.png
     
  2. Click Edit next to the portal page you want to configure. 
    The Edit Portal Page configuration screen opens.

    2025-10-09_08-36-45.png
     
  3. Configure the following settings:
    Note: Page Title, Page Path, Visibility, and Menu Title are read only when editing the page.
    • Is Live: Select to enable the page for associations under this management company.
    • Is Default: Select to apply this configuration automatically to new associations.
    • Body Content: Use the rich text editor to customize the content that displays on the portal page. For additional information about using AI to create custom pages, see the "Vantaca Home: Create Custom Pages" article.
  4. Click Update.

 

Set Up the Communications Page

The Communications page is commonly customized at the management company level to provide standardized information across associations. Use these instructions for editing any portal pages.

To configure the Communications page:

  1. Navigate to Settings > Portal Pages.
  2. Click Edit next to the Communications page in the portal pages list.
  3. Configure the page settings:
    • Select Is Live to enable the Communications page for homeowner portals.
    • Select Is Default to apply this configuration to new associations automatically.
    • In the Body Content section, use the rich text editor to add:
      • Important announcements
      • Contact information
      • Community updates
      • Emergency procedures
      • Other relevant communications
  4. Click Save.

 

Understanding Configuration Hierarchy

Management company portal page configurations work as follows:

  • Precedence: Management company settings override global settings but can be overridden by individual association settings.
  • New Associations: Portal pages marked as Is Default at the management company level automatically apply to new associations created under that management company.
  • Content Inheritance: Associations inherit body content from management company settings unless they create their own custom content.
  • Live Status: Pages must be marked as Is Live at the management company level to be available to associations under that management company.

Note: Changes to management company portal page settings may take a few minutes to reflect in association portal pages.

 

Association-Level Pages

Association-level portal pages allow for specific customization while maintaining the global page structure. These pages are managed in Association > Portal Pages and override global settings for that association.

You must have the appropriate role securities to access this page. For more information, see the Portal Page Security section.

 

Managing Association Pages

To manage association-specific portal pages:

  1. Navigate to Association > Portal Pages.
    The Portal Pages for the specific association display.
    Note: Make sure that your desired association displays at the top of the page or click the association name and search for and select the one you want.
  2. Configure pages using the available tabs:

    2025-10-09_08-41-10.png
     
    • Association Portal Pages: Lists all currently visible portal pages. Click Edit to open the Edit Portal Page (see the previous procedure) or Not Used to deactivate the page and move it to the Unused tab.
    • Unused Portal Pages: Lists pages that are available but not currently active/used. Click Use to make it active and move it to the Association Portal Pages tab where you can edit or move it back to unused.

Notes:

  • You can enable or disable pages on an association level. For instance, you can disable the ARC page for specific associations that do not have architectural requests.
  • If content is edited at an Association level, any changes at the Global level will no longer apply to that field for that association.
  • To make the edited association content follow the Global page again, either clear the field and leave it empty or make sure the contents are similar to the contents in the same Global field.
  • The Edit Body Content field is an exception in that it will only follow the Global page again if the contents are the same. This allows for a single association to have no additional page content on a page. If this section is edited on an association level and you want to set it back to the global setting, the global content needs to be copied into the association content.

 

Removing Association Pages

When a Global page is set to Is Default, it will appear in every association in the Association Portal Pages page. Each Association can then choose to mark it Not Used to remove it from their Portal Page.

If a page is set to Not Live in the Global settings, the page will not show in any Portal. It can be edited and customized but will only show in the Portal when it is marked Live.

 

Portal Page Security

Portal page security controls access to pages based on user roles and permissions. Security settings function similarly to Document or Calendar securities within the Vantaca system.

 

Security Levels

Security is managed at both global and association levels:

  • Global Security: Set in Settings > Portal Pages.
  • Association Security: Set in Association > Portal Pages.

Security includes the following permission types:

  • Board: Restricts access to board members only.
  • Homeowner: Restricts access to homeowners only.
  • Everyone: Allows access to all portal users.

Note: Security permissions must be properly configured in the user's role settings to function correctly. Contact your system administrator if users cannot access expected pages.

 

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FAQ

 

Q: I accidentally changed a portal page for all associations instead of just one. How did this happen and how can I fix it?

A: You edited the page in Settings > Portal Pages, which applies changes globally to all associations. To make changes for a single association, use Association > Portal Pages instead.

To fix this:

  1. Go to Settings > Portal Pages and find the portal page
  2. Click Edit, then Edit Body Content
  3. Copy the content you accidentally changed
  4. Revert the page to its original state
  5. Click Update

Next, apply your changes to the specific association:

  1. Go to Association > Portal Pages and find the same portal page
  2. Click Edit, then Edit Body Content
  3. Paste your copied content
  4. Click Update to save

 

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