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My Account: Overview - Resident Video Guide

 

Tip: You can navigate to specific sections in the video by selecting the Chapters icon.

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Learning Objectives:

1. Recall what information is accessible through My Account.

2. Explain how add, edit, or delete My Account details.

 

 

Video Script

Welcome to the My Account: Overview. In this video we will review the My Account feature and demonstrate how to add and revise user and unit details.

To get started, select My Account from the main menu. This will open your account page where you will see several sections, each containing information about you or your unit. Building management will enable and disable these sections based on the information collected in your building. Your user group permissions will dictate which sections you can view and if applicable, edit.

The first section on your account page is User. Here, you will see your contact details and core workspace settings including your units, subscription status, and language preference. If you have revision permissions, you can update this information by selecting Edit. You can also edit, delete, and add phone numbers and download your electronic consent documents. 

The next section on your accounts page is Emergency Contacts. Here, you will see a list of your emergency contacts and their contact information. To add a new emergency contact, select New. Next, enter your contact’s name, relationship, phone number, and email address. Then, add any relevant comments. Once completed, select Save. You will now see your new emergency contact. To revise emergency contact details, select Edit. To remove an emergency contact from the system, select Delete.

The next section lists the FOBs, Remotes, Keys, and Buzzers Codes for the unit. You will see the buzzer codes for each resident associated with your unit.

The Vacations section lists any vacations you have logged. These logs include your temporary contact details and emergency contact information should something happen with your unit while you are away. Like before, select New to log a vacation, Edit to revise an existing vacation record, and Delete to remove a vacation record.

The next section allows you to view your Account Balance. If your building utilizes this feature, you will see a history of your unit payments and overdue invoices. To download a PDF of your transaction history, select Download PDF. 

The next section on the accounts page is Vehicles. This section lists all the vehicles associated with your unit, including details like the make, model, colour, license state or province, and license plate number. Select New to add a new vehicle, Edit to revise an existing vehicle, and Delete to remove a vehicle.  

Next is the Common Elements section. Here you will see any common elements associated with your unit like storage lockers, parking spots or bike racks. If you have revision permissions, you can edit or delete existing common elements and add new common elements. 

The Pets section lists the pets associated with your unit. Each record includes details like the type, name, description, and weight of the pet. If you have revision permissions, you can create a new pet record by selecting New. To review a pet record, select View. To revise a pet record, select Edit. To view an image of a pet, select Pet Picture. And to remove a pet record, select Delete.

Under the Violation Tracking section, you will see a list of violations you or your unit have been issued. If a violation was issued to the unit, as opposed to a specific resident in the unit, it will appear in this section for every resident associated with the unit.  

The next section on you accounts page is Assets. Here you will see a list of the assets associated with the unit. Assets are any items stored in the building like additional vehicles or tools. If you have revision permissions, you can add a new asset by selecting New. Review existing assets by selecting View. And revise existing assets by selecting Edit. Any assets you add must be approved by building management.

The Authorization section displays the people with authorized entry to the unit. This may include family members, babysitters, or dog walkers. To create a new authorization, select New. To view a picture of the authorized user, select Authorization Picture. To revise an existing authorization, select Edit. And to remove an authorization, select Deactivate. 

The Attachments section is where any relevant user documents are uploaded. Any attachments you upload will be added to the unit details page and can be viewed by any resident associated with the unit. If applicable, select New to add an attachment.

Next is the Two Factor Authentication section. By default, two factor authentication is disabled. To enable the feature, select Edit. Once enabled, you will be prompted to enter a passcode sent to your mobile device each time you login. Providing you with an extra layer of protection.

The final section on the accounts page is Recent Account Activity. Here you will see a record of all the login activity for your profile. 

This concludes the My Account: Overview. For more information on the My Account feature, please refer to our user guides.

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