5.3.1 Portal User Management
Accessed via the Workbench -> Property Portal -> Portal User Management
This screen brings across all the preferences the unit holders have set in the Property Portal. Choose the block and then you will be shown all the unit holders loaded in the people involved section of the unit details within the Block Area. You can select few or all and then bulk update their preferences as well if required.
You can then select whether that unit should receive their demands via Paper (posted - default preference), Email or Both and also whether to receive an email when a receipt is recorded for them.
Simply use the toggle on the Send payment receipt to email and then click on the [Save] button next to each unit holder for the payment receipt preference to be updated.
The Save button on the right is to update one individual record.
To change the preference for the demand, select the units that you wish to update using the tick box on the left (default selects all or you can click on the top box to select/de-select all), then on the top right Bulk Update Preferences change the desired preference and click [Save] to bulk update the demand preferences.
If a unit doesn't have an email address but has a people involved record with the name, then the unit will be displayed with just the name and the default becomes Paper for the demands.
If a unit does not have any people involved records, then just the unit name is displayed.
Changes to this will override the unit holder's selected preferences from the Portal
NOTE: This only shows records to update preferences for the People Involved type 'Owner' and 'Agent'. Login As
The Login As button allows you to login as a portal user in the Property Portal.
Once logged in, you are basically seeing the Property Portal as how the unit holder would see it. As the agent, you can still navigate through the various menus.
This will come in handy when you need to check a unit holder's request on something if it doesn't work or you can make sure that everything is set up correctly before giving the unit holders access to the Property Portal.
There are some menus that are not available to you such as 'Switch Property' where a unit holder can access all the units they are part of within the Property Portal. Due to security and GDPR reasons, we can not allow managing agents to do this as a unit holder can be in properties across multiple managing agents as well.
More info on the contents of the Property Portal can be found on this article: 5.4 Property Portal Contents
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