Resident Portal

The resident portal is where your residents will log in to the system. From the here, residents will be able to make online payments (if you have enabled this setting), check notifications, view and edit personal information, check their balance, and download files that you have sent them.

To learn more about setting up online payments, look at the Payment Settings guide.

Step 1

For a Resident to setup Automatic Payments, your system must have two things:

  • A Merchant Account linked to the property
  • "Accept Online Payments" set to enabled from the admin settings menu.

Learn how to setup Merchant Accounts and Payment Settings here.

After creating your merchant account make sure you have added it to your property.

Step 2

Once your property has been setup, Residents can assign their automated payment settings from their Profile Page, which is in the navigation. Or they can click the "Automatic Payments" link in the Account Snapshot on nearly every page.

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Step 3

Once on the Profile Page, go to the Card titled "Automatic Payments" to add the required data. Please note that this feature is only available to Primary Residents in a Unit.

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Step 1

For a resident to make online payments, your system must have two things:

  • A Merchant Account linked to the property
  • "Accept Online Payments" set to enabled from the admin settings menu.

Learn how to setup Merchant Accounts and Payment Settings here.

After creating your merchant account make sure you have added it to your property.

Step 2

Once your property has been setup, residents can make a payment from clicking on "Payment" in the navigation or "Make A Payment" from the dashboard on the homepage.

Sidebar Link
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Homepage Link
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Step 3

On the payment screen, the user will see a list of outstanding charges, and the total amount amount owed. Residents can only pay the full amount from this screen.

The resident will then type in their credit card, expiration, and CVC into the form. They will be given a chance to verify their payment before submitting a final payment.

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The "Convenience Fee" will only appear if there is an online surcharge. You can learn more about surcharges in Payment Settings.

Step 4

Once your resident has completed making a payment, you will be able to see it in their ledger.

Step 1

For a resident to make prepay online, your system must have two things:

  • A Merchant Account linked to the property
  • "Prepay Allowed" is set to enabled from the Admin Settings menu.

Learn how to setup Merchant Accounts and Payment Settings here.

After creating your merchant account make sure you have added it to your property.

Step 2

Once prepay has been setup, residents will be able to click "Make A Prepayment" in their account snapshot.

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Residents cannot prepay if there is an outstanding balance.

Step 3

At the prepay page, residents will be able to prepay on their rent, and any rental addons their unit has.

Residents can also choose the amount of months they would like to prepay for.

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Step 4

Residents will be given a chance to verify their payment, and can then complete the payment by clicking on "Confirm Payment"

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Residents will see the latest notification on their homepage.

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Residents will also see new notifications highlighted on their sidebar. Using this link, residents will be able to see all notifications sent.

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Learn how to create Notifications for a unit.

Step 1

Residents are able to edit their profile from the resident portal.

To navigate to the profile page, residents can click "Profile" from the navigation sidebar.

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Contact Information

Residents can update their name, email address, and phone number from the first card in their profile.

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Vehicle Information

Residents can also add, edit, and delete vehicle data from their profile.

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Emergency Contacts

Residents can add, edit, and remove emergency contacts.

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Residents can not add children or pets from the resident portal. They must contact staff to have these items added.

Residents can not request a new password without their username. Staff can find resident usernames on the Resident Actions page.

Step 1

Residents are able to reset their password from the resident portal login page. Underneath the login page there is a link saying "Forgot Password?"

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Step 2

Clicking on the link will take them to form where they can enter their username. They will then be emailed a link and instructions on how to reset their password.

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Step 1

Residents can access files sent to them by clicking on the "Files" link in the sidebar.

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Step 2

Once on the files page, residents can download a file by clicking or tapping on the file icon.

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Unsure how to send a file to a resident? Check out the Resident Files section of the user guide.

Step 1

Residents are able view their balance history from the resident portal. They can find their balance by clicking on "Balance" in the sidebar.

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Step 2

Residents will be able to see their payment and charge history from the balance page.

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