5.4 Portal Contents
5.4.6 Reporting
The Reporting screen is only available for the Management Team / Directors If the Directors Portal is turned on within the settings screen and the Reporting menu is turned on then it will display this new screen: The reports available to Management ...
5.4.5 Directory
The Directory is a repository of contact information for the various units that are part of the block. Portal users can share their contact details like their name or email address. To choose which details to share, the user will have to go to their ...
5.4.8 Profile and Settings
Profile and Settings Profile This screen allows the leaseholder to view their address and correspondence details as well as phone and email address. They can also change their password from this screen. If there are issues with the unit or ...
5.4.4 Documents
The Documents area of the Portal allows the Agent to publish documents that may be of interest to property owners. Every document that is loaded into the Blocks Online system is allocated a Document Type. These are some examples of Document Types: ...
5.4.7 Report a Problem
This screen operates in one of two ways depending on whether or not the Agent has purchased the Blocks Online ‘Ticketing Module’. Agents without the Blocks Online Ticketing Module Users are presented with a screen that allows them to record details ...
5.4.3 Messages
The Messages option is accessed from the menu option: Portal -> Messages. All users are presented with a list of all active Messages. Users are able to view the Agent Messages, Posts and any Tickets. All posts are accompanied by the name of the ...
5.4.2 My Account
This screen provides the user with an overview of their service charge and ground rent account. Demands are listed, as are the receipts recorded. Users can print view own account statement. The top right corner has an option to allow leaseholders to ...
5.4.1 Home
When a user logs on to the Portal they are presented with the Home Page: The Portal has several menu tabs at the top: Home Come back to the home screen if you are in another screen My Account - More info on this KB article: 5.4.2 My Account Messages ...