5.1.1 Portal Overview

5.1.1 Portal Overview

The Blocks Online Portal allows managing agents to give their Leaseholders, and other property owners, online access to key information and tools relating to the running of their property.
Portal can be accessed through the following URL - www.myblockonline.co.uk or through the URL slug that is found within the Portal Settings (more info on this KB article: 5.2.1 Portal Setting - Workbench).
If an agent wishes to provide a direct link from their web-site to the portal they can embed the above URL so their clients are re-directed to our Portal.

The Portal login page is customised based on your company branches' logo.
Depending on which branch the user is trying to log in from, the respective logo is displayed on the login page:
1) If the user belongs to multiple units across blocks which are in different branches then they are presented with a list of units to choose from and the logo is displayed next to each unit line:


2) If the user belongs to multiple units across blocks which are in the same branch then they are presented with a list of units to choose from but the logo is displayed at the top:
Same Branch - multiple units

3) RARE CASE: If the user belongs to multiple units across different managing agents (across different clients of Blocks Online) then they are presented with a list of units to choose from and the logo is displayed next to each unit line with the agents name: 


The key features available to are:
  • Home – The Service Charge and/or Ground Rent outstanding, the last payment amount and date, property details as well as the Managing agent contact details and Posts and Agent Messages. 
  • My account – The Account Statement screen shows the Service Charge and/or Ground Rent outstanding, as well as the demand and receipt values
  • Messages – A facility to make and receive posts as well as provide comments against the posts made by other property owners. Agent messages are made by the Managing Agent, Posts are made by portal users and Tickets are created when portal users report a problem. You can either add a post using the 'Action' drop down and if you have the Ticketing module, you could report a problem.
  • Documents – Access to any documents that the agent decides to publish
  • Directory – shows portal user contact details.  Portal users can add themselves to the directory so that other users can view their contact details in the directory
  • My preferences – The ability to request email notification for a range of Blocks Online features e.g. email receipts whenever payments are made, email service charge demands, obtain email updates regarding works.
The Report a problem menu is a facility to submit issues and problems to the agent. If the agent also has the Ticketing module then portal users can view all problems that have been reported, the status of those problems and the Agent can publish updates on the actions they are taking
In order for Agents to grant portal users access to the portal, the agent can use 3 methods:
1. Log into the Block Area and grant individual portal users access to the portal.
2. From the Workbench, the agent can send emails to a number of portal users inviting them to use the portal. This works if the portal users email addresses are registered in Blocks Online.
3. Lastly, if the portal user addresses are not registered in Blocks Online, the agent can use the Mail Merge option to give them a code they can use to register for access to the portal.  





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