Client Logon List

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Through the Client Logons screen (Figure 57), you will be able to view which of your clients have successfully established an account through MyRentalHome.com or through your PM Website.  The list is divided into profile categoriesOwners, Tenants, and Vendors. 

 

You are also able to review an activity log for each of your clients. Click on the “Activity Log” icon to open a report.  The activity log will display the time and date that the client accessed their account and display the action the client performed.

 

When a client logon is first set up, a connection is made between the username and the online account. For the sake of convenience and uniqueness, the clients email address is used for their logon username.  If that email address changes, they may have difficulty accessing their valid online account.  In this situation, you may need to delete the client logon so they can establish a new one using their updated email address.  This process does not affect any documents or statements. But, it does clear the client's activity log.

 

1.First, update the client email address in PROMAS and synchronize profiles to HomeRentals.net. 
2.Next, delete the client's logon from the Client Logon List.  You may wish to print the clients activity report before you delete their logon. 
3.After the old logon has been completely purged from the Client Logon list, usually overnight, instruct your client to establish a new logon. Instructions for establishing a client logon be found in the client Online Statements and Documents Guides:  Client Online Statements and Documents User's Guide -  Gold and Client Online Statements and Documents User's Guide - Platinum.  You can download the client guides through the Help & Resources ->Download Documents screen in your HomeRentals.net Control Panel. 
 

The RP Management System has a security measure in place that prevents this client from creating a new logon the same day as the old one is deleted. If you delete a logon today, your client can establish a new one tomorrow.

 

Figure 57
Figure 57