Resident Portal Management
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      1. EE Academy
      2. Admin Permissions
      3. Resident Portal Management

      How to Manage Resident Settings for the Resident Portal

      Step By Step Guide

      To manage Resident Settings, including Resident Portal settings and Passbook settings, please follow the steps below.

      Step 1. Navigate to the Admin tab under the Main Menu, click Admin Settings.

      Step 2. Navigate to the Resident Settings section.

      Step 3. The following actions are available.

        • Enable residents to submit text on form submissions.

          • If enabled, Residents can submit text descriptions on Work Orders, if it is "Off" they are only able to select from drop-down options.

            Please note that dropdown options Residents have for Work Order Submissions are added in System Setup with  Work Order Categories and Items as well as  Work Order Locations. 

        • Enable the ability to send Residents emails on creation.
        • Adjust the Passbook Savings Rate.
          • Click the Edit button (pencil/paper icon) to make and save any necessary adjustments.
        • Access the Resident Portal Link.
        • Mass Actions - Change Lease and/or Subsidy Pricing in Mass
          • Download the CSV template
            • Existing data will be prefilled in the template.
            • Make necessary adjustments.
            • Upload the updated CSV.
      Image Guide
      To manage Resident Settings, including Resident Portal settings and Passbook settings, please follow the steps below.

      Step 1 & 2

      Admin Settings Screenshot-png

      Step 2 Options

      Allow Residents to Submit Text on Form Submissions

      • If enabled, Residents can submit text descriptions on Work Orders, if it is "Off" they are only able to select from drop-down options.

        Please note that dropdown options Residents have for Work Order Submissions are added in System Setup with  Work Order Categories and Items as well as  Work Order Locations. 

      Change Passbook Savings Rate/Imputed Income

      • When projecting Annual Income to determine eligibility and tenant rent for the HUD affordable housing programs, PHAs and Owner/Agents must consider imputed income from the assets when the combined total of all family assets exceeds $5,000.

      The rule states:

      When net family assets are more than $5,000, annual income includes the greater of the following:

      1. Actual income from assets; or
      2. A percentage of the value of family assets based on the current passbook savings rate as established by HUD. This is called imputed income from assets.

      The Passbook Savings Rate in ExactEstate will be associated with with our Income Certification for Affordable Housing as noted above. We would suggest checking before altering this value. But to edit it, click the link shown below.

      On this page you can edit the value to be whatever is provided by HUD. Submitting the form will store the new value in the system.

       

       Access the Resident Portal Link

      Mass Actions: Change Lease & Subsidy Pricing in Mass