ADMIN - Portal Settings

 

Portal Main Switch

 

If Main Switch is ‘On’:

 

- UNIT Debtors will all be able to access the portal

 

- NON-UNIT Debtor’s ability to access the portal will depend on their individual ‘Portal Access Status’

 

- You will also have the option to:

Include Login Webpage and Strataboss ID (as shown below) in PDFs and emails of Invoices and Reminder Notices / Outstanding / Overdue Statements for:

UNIT Debtors; and NON-UNIT Debtors with 'Active' Portal Access Status.

 

 

If Main Switch is ‘Off’:

 

- ALL debtors will be BLOCKED from accessing the portal

 

- Portal login details will NOT appear in any PDFs and emails

 

 

Features that are fixed in the Portal for all Debtors are:

  • Dashboard
  • Bank-In Slips (if it is ‘On’ in Bank-In Slip Settings)
  • Notices
  • Account Transactions
  • Invoices
  • Receipts
  • My Details

 

Optional features that you may turn on or off for all Debtors are:

  • Requests
  • Downloading of Receipts

 

Optional features that you may turn on or off for Unit Debtors only are:

  • Forms
  • Meeting Minutes
  • Financials

 

When you set a feature to “Off” the menu tab for that feature will not appear in the portal’s menu.

Only the menu tabs of features set to “On” will appear in the portal’s menu.

 

 

 

 

 

The ‘Project Management Details Published in the Portal’ section shows you the details that Debtors will see in the portal.

The corporation name can be edited in Settings > Project Details.

The management company’s name and the details of the management staff can be edited in Settings > Management Details.

 

 

There is an option here where if it is ticked, the following will apply:

‘Upon successful 'First Time Portal Login' by Debtors whose correspondence method is ‘Post Only’,

AUTOMATICALLY change the correspondence method of such Debtors from ‘Post Only’ to 'Both Email & Post'.

 Note: You should select this option if you want to email invoices and other documents to Debtors because Strataboss will only send emails to Debtors whose correspondence method is ‘Both Email & Post’ or ‘Email Only’.

 

 

 

 

 

Online Payment requires an account with a third-party payment gateway service provider who will provide the required Secret Key for integration. Currently, integration is available with the Billplz payment gateway.