My Profile
The My Profile page lets you view and manage your own account information — your name and email as displayed across the platform. This is separate from Users, which manages team members and their permissions.
Update My Profile (/profile) any time after step 3 Users — display names feed @mention threads and Audit filters; optional during Getting Started — Recommended Setup Sequence steps 1–12. Per-user locale and notification opt-outs live on Personal Settings (/settings/personal). Full tab map: Recommended setup order. Workflow pairing after go-live: Account Settings — Setup sequence after go-live.
Edit display fields in Profile Fields and save from Updating Your Profile. Access issues: Permissions. Locale and email toggles are on Personal Settings — not /profile. Non-linear operator habits (Lockout catch-up, Pending manual receipt approval, Reject/revert mistaken receipts, Portfolio segmentation by tenant category, Notification row-click navigation, Payment alert to receivables triage, Confirmation alert triage, Finance debt receivables triage, Finance Income status drill-down, Cash flow forecast drill-down) have matching Related subsections below. Full pairing matrix: My Profile section cross-reference · Account Settings — Tab cross-reference.
This page is outside the Account Settings tab list: open platform.vivin.app/profile directly or from in-product links that point to /profile. It is not the same URL as Personal Settings under Account Settings (/settings/personal), where per-user preferences live (interface language, tab order, and your email delivery toggles) in the Account section of the settings shell.
Display name here feeds @mention threads and Audit Created by filters — keep it aligned after staff changes. Interface language, tab order, and per-user email toggles live on Personal Settings (/settings/personal), not on /profile. Admins manage teammates on Users. Section-to-doc pairing: My Profile section cross-reference. Hub tab matrix: Account Settings — Tab cross-reference.
Who can use it
Saving name changes requires an accepted API update for your user — when Save profile returns 403, admins adjust roles on Users and roles or use Resetting a Management User Password for sign-in recovery. Full pairing matrix: My Profile section cross-reference.
Any signed-in management user can open /profile. Saving name changes requires the API to accept an update for your user (most roles can edit their own profile; a 403 means your role blocks profile edits — see Permissions below). This page is separate from Account Settings tabs, which are gated by granular keys such as account_settings.general_information — see Users and roles.
Accessing My Profile
/profile is outside the Account Settings tab list — bookmark routes from Deep Links — Profile routes and send operators to Personal Settings (/settings/personal) for locale and notification opt-outs. Full pairing matrix: My Profile section cross-reference.
- Use the direct profile URL while logged in: platform.vivin.app/profile.
- In the current layout, the left sidebar User section contains Account (Settings) and Logout only.
- Use this page to update your first and last name only. Interface language is configured under Account Settings → Personal Settings (
/settings/personal), not on My Profile.
Profile Fields
Email stays read-only here — per-user Payment notification emails and Service subscription emails live under Personal Settings — Your email preferences behind the account Preferences — Notifications master. Full pairing matrix: My Profile section cross-reference.
| Field | Editable | Description |
|---|---|---|
| First name | Yes | Your given name. Used in the header, notifications, and across the platform. |
| Last name | Yes | Your surname. Displayed alongside your first name. |
| No | Your login email. Email changes are not supported in this flow. |
Email updates are not currently supported from the My Profile page. If you need to change your email address, contact your administrator or a Super Admin.
Payment notification emails and Support ticket assigned emails are not configured on this page. Use Account → Personal Settings (/settings/personal) for your own opt-in/opt-out, and Preferences for the account-wide Receive payment notifications switch — both account and personal payment toggles must be on for you to receive payment messages.
Interface overview
A load-failure banner instead of the name form usually means connectivity — see Glossary — Settings and profile load failures before assuming permission loss. Full pairing matrix: My Profile section cross-reference.
The page is a simple form in the main workspace: first name, last name, and read-only email. A primary Save profile action persists name changes. Below the form, a short note links to Personal Settings (/settings/personal) for interface language, your email delivery toggles, and module tab order — those preferences are not edited on /profile.
The surrounding app shell matches other management pages (sidebar and main content). When your role cannot edit profile fields, the form stays read-only and the app shows a short notice instead of Save profile — see the Permissions caution below.
Load failures — If your profile details cannot be fetched, the page shows We could not load your profile details right now. instead of the name form. Refresh the browser tab or sign in again after connectivity recovers. This is separate from the 403 permission message when Save profile is blocked. See Glossary — Settings and profile load failures.
My Profile hint-link capture re-verified 2026-06-17 05:10 UTC (VIVIN_DOCS_BASE_URL=http://localhost:5173 VIVIN_DOCS_RECORD_API=$VITE_API_BASE_URL npx tsx tools/capture-docs-enrichment-media.ts).


Updating Your Profile
Saved display names feed @mention on Bookings — Comments tab and Created by on Audit → Manual Blocks — refresh after staff turnover before month-end reviews. Full pairing matrix: My Profile section cross-reference.
- Open platform.vivin.app/profile while logged in.
- Edit First name and Last name as needed.
- Click Save profile.
Validation: both name fields are required (trimmed). Empty first or last name shows an inline error and does not call the API. On success, a green Profile updated successfully message appears; on failure, a red alert explains the problem (permission denied vs generic save error).
Your changes take effect immediately in the signed-in session. The updated name is used anywhere the product shows the operator who performed an action, including:
- Sidebar user section and booking attribution (Created by, Change history on Listings)
- Audit → Manual Blocks Created by filter and column when you create availability holds
- @mention autocomplete on booking Internal Notes (see Bookings > Internal Notes tab)
- Operations tickets and internal timelines that record the acting user
Email and password are not changed here. For sign-in password resets, use Resetting a Management User Password (self-service from the login screen when your account allows it).
Permissions
When Save profile is blocked, file Using in-app support or ask a Super Admin on Users and roles to adjust the role matrix. Full pairing matrix: My Profile section cross-reference.
If you see You do not have permission to update profile details, your role blocks profile edits. Contact a Super Admin or administrator to change your name in Users or to adjust your role. The form fields may still appear, but Save profile will not persist.
My Profile section cross-reference
Use this table when one My Profile topic naturally leads into another Account Settings tab, operator module, workflow, or concept — each row links to the docs you should read before or after saving identity fields.
| My Profile topic | Pair with these docs |
| --------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Who can use it | Users and roles, Resetting a Management User Password |
| Accessing My Profile | Deep Links — Profile routes, Interface Language |
| Profile Fields | Personal Settings — Your email preferences, Preferences — Notifications |
| Interface overview | Glossary — Settings and profile load failures |
| Updating Your Profile | Bookings — Comments tab, Audit → Manual Blocks |
| Permissions | Using in-app support, Users and roles |
| Lockout catch-up after password recovery | Resetting a Management User Password, Getting Started — Lockout catch-up, Common Workflows — Lockout catch-up |
| Pending manual receipt approval | Users and roles — Role permissions (Approve payments), Finance — Pending manual payments |
| Reject/revert mistaken receipts | Payment Allocation — Correcting mistaken receipts, Finance — Row actions on in-payment rows |
| Notification row-click navigation | Personal notification opt-out vs /notifications row-click | Account Settings — Notification row-click navigation, Common Workflows — Notification row-click navigation, Notifications module — Notification row-click navigation |
| Payment alert to receivables triage | payment overdue after personal Payments filter | Account Settings — Payment alert to receivables triage, Common Workflows — Payment alert to receivables triage, Handling a Late Payment — Step 1 |
| Confirmation alert triage | Upcoming alerts when personal opt-out hides rows | Account Settings — Confirmation alert triage, Common Workflows — Confirmation alert triage, Processing a New Booking — Step 5b |
| Finance debt receivables triage | Portfolio Top debtors / Debt Aging after settings on this tab | Account Settings — Finance debt receivables triage, Common Workflows — Finance debt receivables triage, Finance module — Finance debt receivables triage |
| Finance Income status drill-down | Income → In debt vs Debt Aging after settings on this tab | Account Settings — Finance Income status drill-down, Common Workflows — Finance Income status drill-down, FAQ — Finance Income status drill-down hub |
| Cash flow forecast drill-down | Cash flow forecast month bars vs Income segments | Account Settings — Cash flow forecast drill-down, Common Workflows — Cash flow forecast drill-down, FAQ — Cash flow forecast drill-down hub |
| Portfolio segmentation by tenant category | Tenant categories, Bookings — Other filters, Common Workflows — Portfolio segmentation |
Related
Related below links this Account Settings tab to modules, workflows, concepts, and escalation paths. Pair Documentation map & escalation with Account Settings hub — Documentation map & escalation; pair Upstream & downstream workflows with Account Settings — Tab cross-reference. Topic-to-section pairing in sections above: My Profile section cross-reference. Full hub matrix: Account Settings — Section cross-reference.
Documentation map & escalation
Documentation-map bullets pair with Introduction — Section cross-reference and FAQ — Section cross-reference. Hub parity: Account Settings hub — Documentation map & escalation. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.
- Account Settings hub — Tab pairing matrix across workspace configuration
- Deep Links — Profile routes — Bookmarkable
/profileafter access is restored - Getting Started — Accessing the Platform — First sign-in before opening
/profile - Glossary — Settings and profile load failures — Inline error banner documented in Interface overview
- Using in-app support — File a Vivin ticket when profile edits are blocked by permissions
Upstream & downstream workflows
Workflow bullets pair with Common Workflows — Workflow cross-reference for inter-guide step pairing. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.
- Resetting a Management User Password (section cross-reference; Deeper workflow reads; hub) — Self-service recovery when you cannot open
/profile - Notification triage (section cross-reference; Deeper workflow reads; hub) — Clear payment alerts after you restore access and update notification preferences (Step 4 (section cross-reference; Deeper workflow reads; hub) when a payment overdue row brought you here)
- Notifications — Payment overdue alerts (in-app) — Operator Payments category rows when scheduled charges are overdue after you restore profile access
- Portfolio KPI review (section cross-reference; Deeper workflow reads; hub) — Month-end reconciliation when a renamed display name should match Audit Created by filters
- Handling a Late Payment — Step 1 (section cross-reference; Deeper workflow reads; hub) — Identify overdue charges when payment alerts arrive after you restore profile access and a payment overdue row-click brought you here
- Managing a Check-out & Deposit Refund (section cross-reference; Deeper workflow reads; hub) — Operator profile distinct from tenant IBAN collection during deposit refund
Deeper workflow reads
Workflow reads pair with Common Workflows hub subsection index and Workflow cross-reference. Each workflow sub-guide reciprocates with [Deeper workflow reads](./user-profile.md#deeper-workflow-reads) anchors on Account Settings bullets — hub parity: Account Settings hub — Deeper workflow reads. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.
- Resetting a Management User Password — Self-service recovery when you cannot open
/profile(section cross-reference; Deeper API reads; hub) - Notification triage — Clear payment alerts after you restore access and update notification preferences (Step 4 when a payment overdue row brought you here) (section cross-reference; Deeper API reads; hub)
- Portfolio KPI review — Month-end reconciliation when a renamed display name should match Audit Created by filters (section cross-reference; Deeper API reads; hub)
- Handling a Late Payment — Step 1 — Identify overdue charges when payment alerts arrive after you restore profile access and a payment overdue row-click brought you here (section cross-reference; Deeper API reads; hub)
- Managing a Check-out & Deposit Refund — Operator profile distinct from tenant IBAN collection during deposit refund (section cross-reference; Deeper API reads; hub)
Related Account Settings tabs
Tab bullets pair with Account Settings — Tab cross-reference and Recommended setup order. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.
- Users — Manage team members and their roles (admin only)
- General Information — Company identity and branding settings
- Interface Language — Personal locale on
/settings/personal(distinct from/profileidentity fields) - Interface Language — Your in-app notifications — Per-user category opt-outs after you restore access
- Preferences — Notifications — Account-level payment notification switches that complement per-user email toggles
- Emails — Communication Rules — Account communication rules paired with per-user email toggles on Interface Language
- Subscription — Billing contact when your profile email must stay read-only but card-on-file needs updating
Operator modules
Module bullets pair with Modules — Module cross-reference. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.
- Bookings — Comments tab —
@mentionautocomplete uses your display name on internal threads - Audit → Manual Blocks — Created by filter and column after staff turnover (Manual block hygiene)
- Audit — Discounts tab — Created by on manual blocks and discount reasons after staff turnover
- Operations module — Ticket assignee and timeline attribution when your display name changes
- Inbox module — WhatsApp thread headers and assignee labels after a display-name change
Deeper concept reads
Concept reads pair with Concepts hub subsection index and Concept cross-reference. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.
- Integrations & Distribution — Personal profile settings do not configure marketplace credentials — use Account Settings → Integrations (section cross-reference; hub)
- Tenant Portal — Display name on
/profilemay appear on outbound WhatsApp messages and internal@mentionthreads (section cross-reference; hub) - FAQ — Tenant contract signing blocked — No PDF yet, mandatory Your Details gates, category locks, or Lease purpose; portal signing vs paper upload on Contract Info
- Payment Allocation — Two-layer receipts, invoiced-floor rent edits, and credit note reject/revert warnings (section cross-reference; hub)
- Booking Lifecycle — Computed Upcoming → Ongoing → Ended / Canceled status model, list filters, and Timeline (section cross-reference; hub)
Lockout catch-up after password recovery
Operational backlog after sign-in recovery pairs with Resetting a Management User Password before you resume display-name edits on /profile. Hub parity: Common Workflows — Lockout catch-up after password recovery. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.
- Common Workflows — Lockout catch-up after password recovery — Hub matrix when sign-in was restored mid-setup before profile identity fields are updated
- Getting Started — Lockout catch-up after password recovery — Canonical operational backlog mesh (notification triage, Pending Steps 6b, portal gates)
- Resetting a Management User Password — Recover access when login email on this page differs from billing contacts
- Pending manual receipt approval — Month-end Pending mesh when operators with restored access still lack Approve payments
Pending manual receipt approval
Receipt approval pairs with Users and roles role assignments — Approve payments is not toggled on /profile. Hub parity: Common Workflows — Pending manual receipt approval. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.
- Common Workflows — Pending manual receipt approval — Hub matrix when recorded bank transfers still show pending until a teammate with Approve payments clears KPIs
- Users and roles — Role permissions — Approve payments is granted on the Users tab, not on My Profile
- Finance — Pending manual payments — Amber Pending chip visible after profile or permission changes
- FAQ — Manual receipt still pending — Why KPIs lag until approval
Reject/revert mistaken receipts
Receipt cleanup pairs with Permissions — operators need Approve payments before Reject / Revert on Finance rows attributed to their display name. Hub parity: Common Workflows — Reject/revert mistaken receipts. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.
- Common Workflows — Reject/revert mistaken receipts — Hub matrix when duplicate receipts need Reject / Revert after Approve
- Payment Allocation — Correcting mistaken receipts — Two-layer model and credit note accounting follow-up
- Audit → Manual Blocks — Created by filter uses your display name after staff turnover
- Finance — Row actions on in-payment rows — Bulk Reject selected when your role includes Approve payments
Portfolio segmentation by tenant category
Segment filters pair with per-user Interface Language locale — operator UI language does not change tenant category labels in filters. Hub parity: Common Workflows — Portfolio segmentation by tenant category. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.
- Common Workflows — Portfolio segmentation by tenant category — Hub matrix when segment filters must align across reservations, receivables, and tenant profiles
- Tenant categories — Segment rules configured in Account Settings (not on
/profile) - Bookings — Other filters — Tenant category in portfolio Other filters
- Finance — Tenant category filter — Ledger segmentation during month-end reconciliation
Notification row-click navigation
Personal Payments notification opt-out on this tab may hide your payment overdue rows — contrast with account-wide masters on Preferences — In-app notifications before row-click triage. Hub parity: Account Settings — Notification row-click navigation. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.
- Account Settings — Notification row-click navigation — Hub matrix (
notifications-module-row-click-target.png,notifications-row-navigation-flow.mp4) - Common Workflows — Notification row-click navigation — Operator procedure hub
- Notifications module — Notification row-click navigation — Canonical
/notificationsinbox pairing - FAQ — Notification row-click navigation hub — Symptom table
Payment alert to receivables triage
Profile notification toggles do not change portfolio debt — row-click payment overdue alerts into Bookings before month-end Finance → Overview reads. Hub parity: Account Settings — Payment alert to receivables triage. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.
- Account Settings — Payment alert to receivables triage — Hub matrix (
notifications-row-navigate-to-booking-detail.png,notifications-row-navigation-flow.mp4) - Common Workflows — Payment alert to receivables triage — Operator procedure hub
- Handling a Late Payment — Step 1 — Collections follow-through after row-click
- FAQ — Payment alert to receivables triage hub — Symptom table
Confirmation alert triage
Personal opt-outs do not approve team confirmation receipts — Upcoming alerts still need an operator with Approve payments on Bookings — Transactions. Hub parity: Account Settings — Confirmation alert triage. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.
- Account Settings — Confirmation alert triage — Hub matrix (
notifications-row-navigate-to-booking-detail.png,bookings-detail-transactions-approve-payment-modal.png) - Common Workflows — Confirmation alert triage — Operator procedure hub
- Processing a New Booking — Step 5b / Step 6 — Canonical confirmation gates
- FAQ — Confirmation alert triage hub — Symptom table
Finance debt receivables triage
Profile locale does not change receivables KPIs — when Total Debt looks stale after password recovery, run lockout catch-up before trusting Finance → Overview. Hub parity: Account Settings — Finance debt receivables triage. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.
- Account Settings — Finance debt receivables triage — Hub matrix (
finance-overview-income-chart-debt-aging.png,finance-overview-debt-aging-walkthrough-flow.mp4) - Common Workflows — Finance debt receivables triage — Operator procedure hub
- Finance module — Finance debt receivables triage — Canonical Finance → Overview surface
- FAQ — Finance debt receivables triage hub — Symptom table
Handling a Late Payment collections
Profile locale does not change receivables KPIs — when Total Debt looks stale after password recovery, run lockout catch-up before trusting Finance → Overview Hub parity: Account Settings — Handling a Late Payment collections. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.
- Account Settings — Handling a Late Payment collections — Hub matrix (
finance-overview-income-chart-debt-aging.png,notifications-row-navigate-to-booking-detail.png,finance-overview-debt-aging-walkthrough-flow.mp4) - Common Workflows — Handling a Late Payment collections hub — Operator procedure hub
- Finance debt receivables triage — Debt Aging before Step 1
- Pending manual receipt approval — Clear amber Pending before collections outreach
- FAQ — Handling a Late Payment collections hub — Symptom table
- Glossary — Handling a Late Payment collections hub — Surface table + per-guide/module mesh
Finance Income status drill-down
Per-user notification opt-outs on Personal Settings do not hide Income chart segments — open Finance → Overview for segment drill-down. Hub parity: Account Settings — Finance Income status drill-down. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.
- Account Settings — Finance Income status drill-down — Hub matrix (
finance-overview-income-chart-debt-aging.png,finance-overview-debt-aging-walkthrough-flow.mp4) - Common Workflows — Finance Income status drill-down — Operator procedure hub
- Finance module — Income status drill-down — Canonical Finance → Overview surface
- FAQ — Finance Income status drill-down hub — Symptom table
Cash flow forecast drill-down
After lockout catch-up, confirm Cash flow forecast month bars on Finance → Overview match Dashboard collections before filing support tickets. Hub parity: Account Settings — Cash flow forecast drill-down. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.
- Account Settings — Cash flow forecast drill-down — Hub matrix (
finance-overview-income-chart-debt-aging.png,finance-overview-debt-aging-walkthrough-flow.mp4) - Common Workflows — Cash flow forecast drill-down — Operator procedure hub
- Finance module — Cash flow forecast drill-down — Canonical Finance → Overview surface
- FAQ — Cash flow forecast drill-down hub — Symptom table
Key glossary terms
Glossary rows pair with Glossary cluster cross-reference. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.
-
Manual unavailability (manual block) — Blocks you create on unit calendars appear under your name in Audit
-
Glossary — End-of-Booking cost split — Charge Time → End of Booking splits daily overage across every occupied unit; still-staying roommates stay in the denominator (#2111)
-
Glossary — Change history — Operator-initiated edits on Listings setup and Bookings Changelog; create-time defaults excluded (#2093)
-
FAQ — Booking Changelog scope — Operator-initiated edits only; create-time defaults excluded (#2093)
-
Glossary — Archived booking ledger visibility — Delete Booking hides manual/provider_platform rows on Finance → Transactions; vIBAN and credit card stay visible (#1897)
-
Bookings — Provider platform payment — Non-rejected provider platform in-payment blocks Delete Booking until Reject or assign (#2076)
-
FAQ — Delete Booking on integration reservation — Clear pending provider platform in-payment with Reject or assign before soft-archive (#2076)
-
Listings — Property edit sidebar pills — Setup / Full integration / Photos pills on property and unit edit sidebars; replaced the old Go to details shortcut (#2082)
-
Glossary — Finance tenant category cache refresh — Recategorizing a tenant on Tenants → Tenant Info force-refreshes Finance caches so Contract Values, Overview, and Deposits filters match within seconds (#2088)
-
FAQ — Finance tenant category filter parity — Finance Other filters drawer lists segments on cached bookings only; mirror Bookings / Tenants when a segment is missing
-
FAQ — Assign tenant category for direct booking — Add booking has no category field; assign on Tenants → Tenant Info or + Create New → Tenant before contract mail
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Glossary — SIMAR water contract ID — SIMAR (Loures e Odivelas) water bills use Cód. Local in Connections — not Nº de Contador; leading zeros stripped (#2110)
-
FAQ — SIMAR water bill property match — Cód. Local in Connections — not Nº de Contador; strip leading zeros (#2110)
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Glossary — Per-booking maintenance ticket opt-out — Add booking checkboxes skip automatic CI/CO tickets for one reservation only; property rule unchanged (#1140)
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FAQ — Cancel Booking vs Delete Booking — Cancel for real stays with settlement; Delete soft-archives mistaken/test rows (#1897 / #2076)
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Glossary — Archived property — Archive retires a building to Listings → Archived without deleting bookings; distinct from Delete Booking (reservation soft-archive) — Listings — Archived properties
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FAQ — Archive a property — Edit property sidebar Archive / Unarchive on Listings; building-level — not Delete Booking or Cancel booking
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FAQ — Portfolio retirement decisions — Archive property (building) vs Cancel booking vs Delete Booking (reservation soft-archive) — three-way decision table
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Deposit lifecycle status — Finance → Deposits and booking Deposit tab pill states visible after you restore Approve payments access post lockout
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Finance — Deposit status filter — Other filters → Deposit status multi-select on Bookings and Finance (#2090)
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Finance — Deposit lifecycle status cards — Deposit lifecycle status row on Finance → Deposits; click Partial paid for collection shortfalls (#2091)
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FAQ — Partly collected security deposit — Paid above zero but below Amount on booking Deposit; Partial paid card on Finance → Deposits (#2090 / #2091)
-
Operations — Tickets toolbar search — Paste the full sequential ticket ID (for example
S259,T27) in toolbar Search (#2074) -
FAQ — Find a ticket by its ID — Paste the full sequential ticket ID (for example
S259,T27) in Operations → Tickets toolbar Search (#2074) -
FAQ — Skip automatic check-in/out tickets for one booking — Turn off Use unit contract rents and other contract details on Add booking to reveal CI/CO ticket checkboxes (#1140)
-
FAQ — Same-day turnovers — Check-out + check-in on one unit same day: Operations → Check-in & Check-out, Timeline / Multicalendar, turnover tickets
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FAQ — Manual payments after Delete Booking — Delete Booking hides manual/provider_platform rows on Finance → Transactions; vIBAN and credit card stay visible (#1897)
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Glossary — Directory list load failures — First-fetch directory failures show Retry / Try again; distinct from filter-empty states and booking-sidebar tab errors
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Glossary — Vacant Unit Preference — Include manual blocks counts operator holds as free on Dashboard / Sales vacancy surfaces (#1427)
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FAQ — Communication or Tickets load failure — Tab-scoped Refresh (Communication) or Retry (Tickets); other booking sidebar tabs stay usable
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Operations — Property-level ticket search — Property-name matches share the top relevance tier with unit hits; building-scoped rows float first under an active Property filter (#2089)
-
Notification row navigation — Row-click targets from
/notificationsafter profile or permission changes -
FAQ — Notification row-click navigation — On
/notifications, row click marks unread then openslink,bookingId,tenantId,listingId, orpropertyId(first match); Dashboard bell General rows stay in-panel unlesslinkis set -
FAQ — Phone shows Operations only — Mobile phone user agent locks operators with Operations access to
/operations; iPads and narrow desktop browsers keep the full module list -
FAQ — AI token usage — Poll GET /ai-usage / GET /ai-usage/summary with management JWT;
landlord_chat+utility_bill_extraction; no management UI screen yet -
FAQ — Automatic check-in email — Trigger matrix, 15-day cutoff, paper upload vs portal signing, Nuki-only toggle, Send / Resend on Contract Info
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FAQ — WhatsApp and email per booking — Bookings → Communication tab when tenant chatbot is enabled; Inbox for portfolio-wide triage
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FAQ — Deposit missing on Finance Deposits — Default ~3 months date range; clear or widen before triaging older move-outs or dispute row actions
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FAQ — Pending manual in-payment on /notifications — Alert persists until Approve payments clears Finance or booking Transactions
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FAQ — Uncovered Debt KPI — Finance Total Debt minus deposit offsets; pair with Debt Aging and In debt drill-down
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FAQ — Dashboard Total Debt subtitle — Post-login Total Debt card headline vs >15 days subtitle; ongoing bookings only
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FAQ — Analytics (KPI workspace) — Portfolio KPIs vs Sales/Listings/Dashboard; load-failure Try again
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Invoiced floor (rent) — Rent edits blocked below exported invoice totals after Issue allocation / Invoice selected
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FAQ — Bulk Hostkit invoicing slow — Vivin paces Hostkit API calls and retries HTTP 429 during bulk Issue allocation / Invoice selected; refresh Transactions before re-issuing
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FAQ — Bulk Hostkit invoicing hub — Symptom table + per-guide mesh
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FAQ — Lower rent below invoiced — Change monthly rent clamps and Contract Values → Edit amount blocks net below exported invoice totals; use credit notes in accounting when you truly need a reduction
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Glossary — Fixed invoice date — Account-wide Invoice date before bulk Issue allocation / Invoice selected; amber banner on Finance → Transactions until you turn Use today as invoice date back on
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FAQ — Month-end invoicing (fixed date) hub — Symptom table + toggle reset after batch
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FAQ — Reject or revert an incoming payment — Reject pending rows or Revert confirmed ones; Finance → Transactions uses Reject selected bulk-only; modals warn about credit notes when Finance already invoiced
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FAQ — Finance Income status drill-down hub — Symptom table for segment vs Debt Aging
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FAQ — Finance Income status drill-down — Overview Income chart (Paid / Scheduled / In debt); click a segment for month-scoped payment-line modal; Debt Aging for booking-level receivables
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FAQ — Cash flow forecast drill-down hub — Symptom table for collections vs Income / Dashboard
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FAQ — Cash flow forecast drill-down — Month / Day bar-click habit
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FAQ — Permission denied toast — Red You do not have permission to perform this action. toast when RBAC blocks a save; fix in Users → Role Permissions
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FAQ — Bookings that owe money — Top debtors and overdue buckets on Finance → Overview; Total Debt KPI is not a table
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FAQ — Fixed rent on variable unit — Variable listing + equal rent every contract month → booking stores fixed headline Monthly rent; payment plan unchanged
Module documentation hubs
Module hub bullets pair with Modules — Module cross-reference. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.
- My Profile — Operator identity at
/profile(this page) - Utilities module — Bills Included ceiling model, Connections, AI bill upload, and tenant overage charges on payment plans (hub)
- Operations module — Maintenance tickets, cash flows, check-in/out coordination, Draft ticket queues, and linked cash flows (hub)
- Dashboard module — Post-login Today, Total debt, Vacant Units, and forecast KPI snapshot with bell notification triage (hub)
- Analytics module — Month-range portfolio KPI charts (Overview, Revenue, Occupancy, ADR, RevPAR, Maintenance) with rankings and heatmaps (hub)
- Listings module — Property wizard, Channels tab, Archived inventory, and unit management (hub)
- Properties workspace — Legacy
/propertiesURL redirects into Listings (hub) - Booking engine details — Rich marketplace payload editor via the Full integration pill (hub)
- Finance module — Portfolio ledgers (Overview, Income, Contract Values, Transactions, Payouts, Deposits) with payment approval and deposit settlement (hub)
- Tenants module — Tenant directory, profile sidebars, With Debt segmentation, and table expand for linked bookings (hub)
- Sales module — Portfolio availability, monthly rent editing, and channel manager connections (hub)
- Inbox module — Portfolio-wide WhatsApp workspace with Dashboard bell Inbox sub-tab deep links (hub)
- Notifications module — Full
/notificationshistory with search, filters, and row-click navigation (hub) - AI Chat module — Vivin-internal AI Assistant using Landlord MCP tools for portfolio Q&A (hub)
- Audit module — Portfolio-wide Manual Blocks and Discounts contract-value review (hub)
- Account Settings — Workspace-wide financial policies, templates, integrations, and operational defaults (hub)
- API Reference hub — Partner HTTP contracts, Swagger onboarding, and partial vs full feeds (hub)
- AI usage API — Refresh management JWT after Resetting a Management User Password — Step 3 before polling
GET /ai-usage(section cross-reference; hub)