Use this facility to allow your tenants, landlords or owners to log in and view real-time information. This is a fantastic way to keep your clients up to date on their property.
Contents:
Step by step
Setup Process
The client login will first need to be set up for the owner in order for them to access it. This can be done by following the below steps.
1. Navigate to an example property
2. Click the Owner Feedback tab > Client Login
3. This will then populate the Client Login screen with a list of all owners attached to the property. To set up their own login click Setup Access
4. We are then able to configure their profile by selecting the below options:
- Profile: - This will default to create a new login profile, otherwise, you can select an existing login profile if they have been set up previously
- Username: - This will default to their email address, however, you can define your desired username format
- Grant Access: - This will determine what data they will be able to view via their client login
- Prospective Buyers: - Here you can define if you would like all client data to show the first name, full name or hide their name
5. Client Save/Update once you have confirmed the desired settings.
At any point, you are able to edit their client login settings if needed via the Setup Access button.
6. Once setup, you are then able to email instructions to the client to finish setting up their client login by clicking on Send Login Email
Clicking "Send Login Email" will send an email to the recipient advising them to login to "ClientLogin" and set a password. This password is encrypted and will only be known by the recipient. The link sent to the recipient must be clicked (and a password set) within 48 hours of receiving the email.
Tip: You can also use this tool to allow a recipient to "reset" their password if it's forgotten.
Activating client login account (As Owner)
1. Once the owner has received the client login access email, they can start to set up their client login by clicking Activate Account
2. This will then prompt them to set a new password for their client login
3. Once set, the client will then be able to use the client login page link provided in the email received to login into their client login
Additional information
If you have chosen to share documents with the owner via the client login, these can be configured within the property by clicking on the Owner Feedback tab > Accessible Files. Here you are able to tick/select files from the filing cabinet to be visible in the client login or owner report. More information on these functions can be found via the Property - Listing: Filling Cabinet and Owner Feedback Report knowledge articles.
Should the client forgets their set password, we provide the ability for them to reset their password via the client login link. Once they have clicked on Forgotten password? link, the client will be prompted to add in their username to be sent an email containing a link to set a new password.