Owner – Portal Information

To access the Profile Settings page, click My Profile from the dropdown menu under your name.

This page includes the following tabs:

• Contact Info tab (1): Shows the primary and other contact information for this homeowner. You can add a new address, email, or phone number from this screen.
• Login Info tab (2): Shows the current homeowner’s login email.  Homeowners can change their password on this page.
• Account Preferences tab (3): Shows communication and homeowner directory preferences.

Edit or Update Contact Information

Contact Info Tab
This page allows you to manage your address, emails, and phone numbers:

Notes:

• By adding an address, email address or phone number to this page, you are authorizing communications regarding Association business to be delivered to the email, address, or phone number affiliated with the account. Some of this information may be private, such as account balance statements, account numbers, and collection notices.
• You can click the Edit icon () to change or delete information except for the Property Address, which is the legal property address set up by the management company.

• Primary Contact Info: This section shows the contact information that was marked as primary for the homeowner.
• Other Contact Info: Homeowners can have multiple pieces of contact information.  Any contact information not marked as primary shows in this section.

Address

• Property Address:
  • You cannot edit or delete this address.  It is the legal property address set up by the management company/association and serves as the default mailing address for new accounts (if no other mailing address is set up).
  • Always remain on the account even when you add other mailing addresses.
  • Although you cannot delete the property address, you can remove the mailing address designation by first setting another address as the mailing address.
• Mailing Address:
  • If your mailing address is the same as your property address, you will NOT need to create a separate mailing address.
  • Users must always have at least one mailing address designated.
  • You cannot delete or remove a primary mailing address without first setting another address as the primary mailing address.
  • Any addresses marked as a “Mailing Address’ will receive mail from the Association and may increase costs.  Ensure only necessary addresses are listed on this page.

Email

• The login email automatically appears here from the user’s login credentials.
• You can add, edit, and delete email contacts and designate which email is the primary.

Phone Number

• You can add multiple phone numbers with custom labels (e.g. Cell, Home, Work).
• You can add, edit, and delete phone numbers and designate which phone number is the primary.

Add New Contact Information

1. In the Contact Info tab, click Add Contact Info.
2. Provide the following information:
   • • Contact Info Type: Email, Address or Phone Number.  Depending on your selection, the screen will dynamically update with new fields.
     • Provide the appropriate information for each field.

• • • Label: Enter the label for the contact information to be displayed above the contact detail.

• • • • Make primary contact: Enable this toggle (if available) to make this the primary contact information.
      • Mailing Address: Enable this toggle to designate this address as the address to use when mailing forms, letters, etc.  You must always have a mailing address for physical mail.
      • International Address: Enable this toggle to change the State and Zip code fields to Province and Postal Code and Country fields so you can enter an international address.

3. Click Add.

Change the Mailing Address

To change or delete the current mailing address, you must first designate another address as the mailing address.

1. Edit an address listed under Other Contact Info.
2. Enable the Mailing Address option.
3. Confirm the change in the alert dialog.  The address moves to the Primary Contact Info section.  The previous mailing address moves to the Other Contact Info section (unless it’s the property address).

Login Info Tab

You can view your login email and change your password in this tab.

Change Your Password

1. Ensure that your email is correct.
2. Enter your Current Password.
3. Enter your New Password.
4. Re-enter the new password in Confirm New Password.
5. Click Update once all fields are completed.

Account Preferences Tab

The tab shows the following:

Create Delivery Preferences

• General Communication Preferences: Select how you want to be notified of general communications.
  • Choose from ‘Email’, ‘Paper’ or ‘Paper and Email’ delivery options.
  • Preferred Email: Enter the email address to use for electronic communications.
  • Preferred Address: Enter the physical address to use for electronic communications.
  • Note: An electronic signature consent screen appears whenever you make a change to preferences.
• Send Payment Confirmation Email: Toggle on to receive a confirmation message to your primary billing email after making a successful payment.
• Receive Payment Reminders via Text: Toggle on if you want to receive payment reminder text messages and enter the phone number at which you want to receive them.  This number is automatically added to the Other Contacts section with the label “cell”.  Important: Do not edit this number or label, as it is connected to Express Pay and may disrupt the reminder text functionality.  Any other phone number you add with a “cell” label will also receive text message reminders.
• Homeowner Directory Preferences: Enable the options to show different pieces of contact information in the Homeowner Directory.  Note: The homeowner directory is disabled by default and only enabled by special request from the Board of Directors.