Residents are logging in, but seeing their Application instead of their Resident Portal.

"I can't make a payment. I am only seeing my Application in Inosio". - Your New Tenant

Rohan

Last Update 2 months ago

New tenants are calling in/emailing stating "I can't make a payment. I am only seeing my Application in Inosio".


This is generally caused by failing to use the Applicant integration in Promas. It saves you time, effort, eliminates manual entry errors, and eliminates Inosio registration issues like this one.


Below is what the Applicant Portal looks like:

Below is what the Resident portal looks like:

The applicant integration does a ton of stuff behind the scenes. If you use it all of the following is eliminated. So give this a read and solve the issue for your resident, but MOST IMPORTANT figure out who forgot to use the integration to create the Tenant Profile and tell them to remember next time!


Figure out what the cause is:

There are a few permutations of what could be the problem:

  1. The resident record in Inosio is NOT registered.
  2. The resident record in Inosio is registered with the SAME email as their applicant account.
  3. The resident record in Inosio is registered with a DIFFERENT email as their applicant account.


How do I figure this out? First check the Residents page, see if the resident is registered or not. If they are confirm the email address they used. 


Then check the approved applicants page and see what email they used there. Do they match? Remember small typos will cause a problem!

1. Resident is NOT Registered in Inosio

This is a simple "get the resident access to their account" issue and should be resolved by sending the tenant their activation link AND having them select "I have an account" when registering. 


See the two images below, then scroll down and read more about "making the resident portal the default view".

2. Resident is registered with the same email.

All they need to do is log in, select the drop down with their email in the upper right, and select their property address. This will navigate them to their "Resident Portal". 


Scroll down and read about how to make the resident account the default view for the final "future call/email eliminating" touch.

3. Resident is registered with a different email.

This is simply the case of confirming with the resident which email address they should use when logging into Inosio. If they use the right one, then they'll see their resident account.


Resident's can update their log in credentials under 'Profile Settings' if they want to once they log in.


Switching between accounts.

Inosio users can have many "entity types". For example you can be a property manager, apply to live at one of your rental properties as a resident,  and also be an owner of investment properties that your team manages. In this very complex and unrealistic case - you will have each of those different accounts nested under one log in. You navigate between the accounts by selecting your email/profile icon and selecting the account you want to view.


In reality, this is most commonly utilized by approved applicants and/or residents that change units, etc.

Making the resident portal the default log in view.

Since your applicants don't need to see their application details regularly, it makes sense to update the default account they view when logging in. This way they are navigated directly to their resident portal when logging in.


Have them select "Profile Settings" and select "Make Default" on the row with their current property address.