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Resetting a Management User Password

First-time workspace setup

New invites should set a password via Getting Started — Accessing the Platform after Settings → Users (setup step 3) creates the account. After recovery, run Getting Started — Lockout catch-up after password recovery to clear onboarding, alert, and month-end meshes delayed by the lockout. Refresh Landlord MCP JWT after Step 3. Workflow pairing: Common Workflows — Setup sequence after go-live.

Use this guide when a management platform user cannot sign in because they forgot their password.

This workflow applies to users who log into platform.vivin.app with email + password.

Pair with other workflows

New team members invited from Users and roles should complete first login per Getting Started — Accessing the Platform after setting a password here. Section-to-step pairing: Resetting a Management User Password section cross-reference. Full pairing matrix: Common Workflows — Workflow cross-reference.

Important

This is different from tenant authentication. Tenants use Booking ID + Access Code, not email/password. See Tenant Portal.

Tenant MCP contrast

Booking-scoped Tenant MCP uses Bearer JWT for automation bridges tied to tenant booking context — it does not reset management email/password sign-in. Tenants recover portal access with Booking ID + Access Code on Tenant Portal, not this workflow — get-portal-links and get-payment-info remain available to tenant MCP clients while operators recover management access here. After you rotate a management password, refresh external Landlord MCP client JWTs and Mcp-Session-Id sessions; tenant MCP service tokens are a separate credential surface.

Step 1: Request a password reset email

Pair with other Resetting a Management User Password steps

Self-service entry pairs with Deep Links — Auth routes (bookmark /reset-password), Interface Language (sign-in link wording), and Users & Roles (admin Resend password when this step is not enough). Tenant MCP uses booking-scoped Bearer JWT — tenants recover portal access on Tenant Portal with Booking ID + Access Code, not this workflow. Downstream: Step 2 (open the tokenized email link). Full pairing matrix: Resetting a Management User Password section cross-reference.

  1. Go to platform.vivin.app.
  2. On the sign-in page, use the Reset your password link under the form (wording may match your interface language).

Management sign-in — password reset entry point

  1. You land on /reset-password with an email field and Send reset link (you can also open platform.vivin.app/reset-password directly).

Management password reset — request form with email and Send reset link

  1. Enter the management user's email address.
  2. Click Send reset link.

The form validates the email format in the app before calling the server (for example when the address is missing @ or the domain). Fix the highlighted message and submit again — you do not need to wait for a server round-trip to catch a malformed address.

The system always confirms with a generic success message ("If an account exists..."), even if the email does not match a user. This is expected behavior for account security.

Full pairing matrix: Resetting a Management User Password section cross-reference.

Pair with other Resetting a Management User Password steps

Token validation pairs with FAQ — Management account access and Get Help & Support when the link is missing or already expired. Upstream: Step 1 (request a fresh link if the token fails). Downstream: Step 3 (set and confirm the new password). Full pairing matrix: Resetting a Management User Password section cross-reference.

  1. Open the reset email in your inbox.
  2. Click the password reset link from the email.
  3. Verify the URL includes a reset token parameter (for example: /reset-password?token=...).

If the token is valid, the page shows Create new password with two password fields and Reset password.

Management password reset — Create new password with new and confirm fields

Full pairing matrix: Resetting a Management User Password section cross-reference.

Step 3: Set a new password

Pair with other Resetting a Management User Password steps

Successful rotation pairs with Getting Started — Accessing the Platform (first login after invite), My Profile (display name), and Getting Started — Lockout catch-up after password recovery (onboarding and month-end meshes delayed by lockout). Upstream: Step 1 / Step 2. Downstream: refresh Landlord MCP Bearer JWT (see tip below), then Notification triage — Step 4 / Step 5, Portfolio KPI review — Step 7 (poll AI usage API for landlord_chat / utility_bill_extraction after JWT refresh — there is no in-app ledger screen yet), and the Step 6b receipt mesh across bookings, check-in/out, cancellations, utilities, and collections. Full pairing matrix: Resetting a Management User Password section cross-reference.

  1. Enter a new password (minimum 6 characters).
  2. Confirm the same password in the second field.
  3. Click Reset password.

After a successful reset, you will see a confirmation message and can return to sign-in.

Landlord MCP JWT refresh after password rotation

Management email/password sign-in issues a fresh browser session — external Landlord MCP clients must also exchange a new Bearer JWT (and recreate Mcp-Session-Id if the old session expired) before portfolio tools resume. Booking-scoped Tenant MCP service tokens are a separate credential; rotating a management password does not invalidate tenant-facing portal access (Booking ID + Access Code). When external sessions still return 401 after a fresh login, file Using in-app support with the client name and error text — not a tenant notify-landlord escalation. After you regain access, catch up delayed operational work: Notification triage (Step 4 row-click for payment alerts, then Step 5; file Step 6 when row-click or read-state APIs still fail), month-end Pending receipt triage in Portfolio KPI review — Step 7 and the Step 6b mesh (Processing a New Booking — Step 6b, Managing a Check-in — Step 6b, Managing a Check-out — Step 6b, Cancelling a Booking — Step 6b, Entering Monthly Utility Bills — Step 4b), segment collections in Handling a Late Payment — Step 6 / Step 6b, tenant-segment review in Portfolio KPI review — Step 6, stale calendar holds in Manual block hygiene, monthly bill gaps in Entering Monthly Utility Bills — Step 5 (file Step 6 when AI extraction is blocked), portal gates on new or replacement bookings in Processing a New Booking — Step 6 and first-live inventory in Onboarding a New Property — Step 7, and departure closure on Managing a Check-out — Step 7 when lockout delayed move-out sign-off.

After Step 1 — check your inbox

If you requested a link in Step 1, the app shows a Check your email confirmation (generic message even when the address is unknown — by design):

Management password reset — Check your email confirmation after Send reset link

Full pairing matrix: Resetting a Management User Password section cross-reference.

Troubleshooting

Pair with other Resetting a Management User Password steps

Troubleshooting pairs with Using in-app support when you regain browser sign-in but permissions, Finance filters, or external MCP scope still block work — distinct from tenant notify-landlord escalations. Upstream: return to Step 1 for a fresh token; complete Step 3 before external JWT refresh. Downstream catch-up: Notification triage — Step 6, Handling a Late Payment — Step 6 / Step 6b, Manual block hygiene, and Settings > Subscription when billing lockouts persist. Full pairing matrix: Resetting a Management User Password section cross-reference.

Invalid or expired reset link/token

Pair with other Resetting a Management User Password steps

Expired tokens loop back to Step 1 — use the newest email link only. Pair with FAQ — Management account access when multiple reset attempts stack in your inbox. Full pairing matrix: Resetting a Management User Password section cross-reference.

If you see an error indicating the reset link/token is invalid or expired:

Management password reset — invalid or expired token message

  1. Go back to platform.vivin.app/reset-password.
  2. Request a fresh reset link.
  3. Use the newest email link and complete the reset flow again.

Didn't receive the reset email

Pair with other Resetting a Management User Password steps

Delivery delays pair with Users & Roles (admin Resend password), Settings > Emails (when Communication Rules blocked onboarding mail during lockout), and Get Help & Support when spam filters persist. Upstream: re-run Step 1 with the correct management email. Full pairing matrix: Resetting a Management User Password section cross-reference.

  1. Wait 1-2 minutes and refresh your inbox.
  2. Check spam/junk and quarantine folders.
  3. Confirm you entered the correct email address.
  4. If the user is managed by an admin, resend a reset email from Settings > Users & Roles.

Passwords do not match

Pair with other Resetting a Management User Password steps

Field mismatch stays on Step 3 — confirm both entries match before Reset password. If the token expired while you were editing, return to Step 1. Full pairing matrix: Resetting a Management User Password section cross-reference.

If the form shows "Passwords do not match", re-enter both fields so they are identical.

External MCP clients still fail after reset

Pair with other Resetting a Management User Password steps

External session recovery pairs with Landlord MCP — How it connects and Landlord MCP — Permissions and safety (refresh Bearer JWT and Mcp-Session-Id after Step 3). Tenant MCP notify-landlord does not restore operator JWT scope — file Using in-app support for persistent 401/403. Downstream: Portfolio KPI review — Step 7 when MCP auth blocked month-end reconciliation during lockout. Full pairing matrix: Resetting a Management User Password section cross-reference.

  1. Sign in at platform.vivin.app and confirm the new password works in the browser.
  2. Re-issue the Bearer JWT your Landlord MCP bridge uses (management session bootstrap — see Landlord MCP — How it connects).
  3. Discard stale Mcp-Session-Id headers and open a new MCP session.
  4. If tools still return 403 or unexpected scope errors, file Using in-app support — tenant MCP notify-landlord and create-maintenance-ticket do not restore operator JWT scope.

Full pairing matrix: Resetting a Management User Password section cross-reference.

Walkthrough: sign-in Reset your password link → request form → Check your email → tokenized Create new password screen → example submit with an invalid token (error state).

Resetting a Management User Password section cross-reference

Use this table when one step in this workflow naturally leads into another module, concept page, or downstream workflow — each row links to the docs you should read before or after that step.

| Workflow step / section | Pair with these docs | | --------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Step 1 — Request a password reset email | Deep Links — Auth routes, Interface Language, Users & Roles (admin Resend password), Tenant MCP (booking-scoped Bearer JWT — does not replace management password recovery; tenants use Tenant Portal Booking ID + Access Code; get-portal-links unaffected by management password rotation) | | Step 2 — Open the reset link | FAQ — Management account access, Get Help & Support (when self-service reset fails) | | Step 3 — Set a new password | Getting Started — Accessing the Platform, My Profile (display name after regaining access), Landlord MCP — How it connects (refresh Bearer JWT and Mcp-Session-Id after rotation), Using in-app support (when external MCP sessions still fail after fresh login), Notification triage (Step 4, Step 5, Step 6), Portfolio KPI review — Step 6 (tenant-segment catch-up after lockout), Portfolio KPI review — Step 7 (month-end catch-up), Processing a New Booking — Step 6 (portal gates delayed by lockout), Onboarding a New Property — Step 7 (first-live inventory delayed by lockout), Handling a Late Payment — Step 6b (collections Pending mesh), Entering Monthly Utility Bills — Step 5 / Step 6 (monthly bill cycle delayed by lockout), Managing a Check-out — Step 7 (departure closure delayed by lockout), Manual block hygiene (stale holds delayed occupancy triage) | | Troubleshooting | Using in-app support (when signed in but blocked by permissions; external MCP 401/403 after password rotation), Notification triage, Notification triage — Step 5, Notification triage — Step 6, Portfolio KPI review — Step 6 (tenant-segment catch-up after lockout), Portfolio KPI review — Step 7 (month-end catch-up after lockout), Handling a Late Payment — Step 1, Handling a Late Payment — Step 4b, Handling a Late Payment — Step 6 (collections backlog delayed by lockout), Processing a New Booking — Step 6b, Managing a Check-in — Step 6 (urgent arrival-week tasks delayed by lockout), Managing a Check-in — Step 6b (month-end Pending move-in receipts after regaining access), Managing a Check-out — Step 6b, Cancelling a Booking — Step 6b, Entering Monthly Utility Bills — Step 4b, Manual block hygiene (stale holds delayed occupancy triage), Settings > Subscription (billing lockouts), Settings > Tenant categories (segment rules blocked until access is restored), Landlord MCP — Permissions and safety, Tenant MCP — Maintenance and escalation (notify-landlord contrast — does not fix operator JWT scope) | | Lockout catch-up after password recovery | Sign-in recovery and post-recovery backlog mesh | Common Workflows — Lockout catch-up, Getting Started — Lockout catch-up, Step 3 | | Pending manual receipt approval | Pending queue accumulated during lockout | Common Workflows — Pending manual receipt approval, Portfolio KPI review — Step 7, Finance — Pending manual payments | | Reject/revert mistaken receipts | Duplicate receipts found during catch-up | Common Workflows — Reject/revert mistaken receipts, Payment Allocation — Correcting mistaken receipts | | Same-day turnover coordination | Lockout-delayed turnover ticket catch-up after Step 3 | Common Workflows — Same-day turnover coordination, Step 3 — Set a new password, FAQ — Same-day turnovers (operations-add-ticket-modal.png, bookings-timeline-day-week-month-and-sidebar.mp4) | | Occupancy KPI to block hygiene handoff | Lockout-delayed occupancy KPI review after Step 3 | Common Workflows — Occupancy KPI to block hygiene handoff, Step 3 — Set a new password, FAQ — Analytics (KPI workspace) (analytics-kpi-occupancy-tab.png, audit-manual-blocks-filter-scroll.mp4) | | Partly collected security deposit | Deposit shortfalls missed during lockout catch-up | Common Workflows — Partly collected security deposit, Managing a Check-in — Step 3, Finance — Deposits status summary cards, Glossary — Deposit lifecycle status, Getting Started — Lockout catch-up | | Wrong tenant on a booking | Lockout catch-up backlog with wrong profile links | Common Workflows — Wrong tenant on a booking, Step 3 — Set a new password, FAQ — Wrong tenant on a booking (bookings-detail-change-tenant-control.png, bookings-detail-change-tenant-flow.mp4) | | Cancel Booking vs Delete Booking | Lockout catch-up Delete vs Cancel on backlog | Common Workflows — Cancel Booking vs Delete Booking, Step 3 — Set a new password, FAQ — Cancel Booking vs Delete Booking (bookings-cancel-booking-modal-refund-types.png, bookings-list-canceled-tab.png, workflows-cancel-booking-refund-modal-flow.mp4) | | Portfolio retirement decisions | Lockout-delayed retirement catch-up after Step 3 | Common Workflows — Portfolio retirement decisions, Step 3 — Set a new password, FAQ — Portfolio retirement decisions (listings-archived-populated-table.png, finance-transactions-type-summary-cards.png) | | Directory list load failures | Directories fail after password recovery catch-up | Common Workflows — Directory list load failures, Step 3 — Set a new password, FAQ — Directory list load failures (notifications-module-load-failure.png, utilities-bills-load-failure.png) | | Booking sidebar tab load failures | Lockout catch-up Communication tab red | Common Workflows — Booking sidebar tab load failures, Step 3 — Set a new password, FAQ — Communication or Tickets load failure (bookings-detail-communication-tab-whatsapp-thread.png, bookings-detail-tickets-tab.png) | | Confirmation alert triage | Lockout-delayed Upcoming confirmation backlog | Common Workflows — Confirmation alert triage, Step 3 — Set a new password, FAQ — Processing a New Booking hub (notifications-row-navigate-to-booking-detail.png, bookings-detail-transactions-approve-payment-modal.png) | | Portfolio segmentation by tenant category | Segment-scoped backlog after recovery | Common Workflows — Portfolio segmentation, Portfolio KPI review — Step 6 | | Check-out final utilities handoff | Lockout-delayed departure-week utility settlement backlog | Common Workflows — Check-out final utilities handoff, Step 3 — Set a new password, Managing a Check-out — Step 6 (utilities-allocations-review-flow.mp4, bookings-detail-payment-plan-tab-schedule.png) | | Check-in to check-out handoff | Lockout-delayed departure-week planning backlog | Common Workflows — Check-in to check-out handoff, Step 3 — Set a new password, Managing a Check-out — Step 1 (operations-check-in-out-check-outs-next-7-days.png, bookings-timeline-view.png) | | Check-out collections before refund | Lockout-delayed departure-week collections backlog | Common Workflows — Check-out collections before refund, Step 3 — Set a new password, Managing a Check-out — Step 6 (workflows-check-out-coordination-flow.mp4, bookings-detail-payment-plan-tab-schedule.png, finance-contract-values-in-debt-filter.png) | | Check-out ledger cleanup before refund | Lockout-delayed duplicate discovery during catch-up | Common Workflows — Check-out ledger cleanup before refund, Step 3 — Set a new password, Managing a Check-out — Step 6 (bookings-detail-transactions-revert-modal-info-banner.png, finance-transactions-bulk-reject-selected-bar.png) | | Payment alert to receivables triage | Lockout-delayed payment overdue backlog after Step 3 | Common Workflows — Payment alert to receivables triage, Step 3 — Set a new password, Common Workflows — Confirmation alert triage (notifications-row-navigate-to-booking-detail.png, notifications-row-navigation-flow.mp4) | | Finance debt receivables triage | Lockout-delayed receivables backlog after password recovery | Common Workflows — Finance debt receivables triage, Step 3 — Set a new password, Common Workflows — Payment alert to receivables triage (finance-overview-income-chart-debt-aging.png, finance-overview-debt-aging-walkthrough-flow.mp4, finance-transactions-pending-pill.png) | | Handling a Late Payment collections | Lockout catch-up → collections Steps 1–6 after Step 3 password recovery | | Finance Income status drill-down | Lockout catch-up — Income → In debt modal vs Top debtors after Step 3 | Common Workflows — Finance Income status drill-down, Step 3 — Set a new password, Finance debt receivables triage (finance-overview-income-status-in-debt-modal.png, finance-overview-income-drill-down-flow.mp4) | | Cash flow forecast drill-down | Lockout catch-up — Cash flow forecast month-to-date collections after Step 3 | Common Workflows — Cash flow forecast drill-down, Step 3 — Set a new password, Finance Income status drill-down (finance-overview-cash-flow-all-payments-modal.png, finance-overview-cash-flow-drill-down-flow.mp4) | | Cancellation collections before void | Lockout-delayed pre-cancel collections backlog | Common Workflows — Cancellation collections before void, Step 3 — Set a new password, Cancelling a Booking — Step 2 (finance-contract-values-in-debt-filter.png, bookings-detail-transactions-approve-payment-modal.png, bookings-cancel-booking-modal-refund-types.png, workflows-cancel-booking-refund-modal-flow.mp4) | | Rent reduction after invoicing | Lockout-delayed month-end repricing on live bookings | Common Workflows — Rent reduction after invoicing, Step 3 — Set a new password, Glossary — Invoiced floor (rent) (bookings-detail-change-monthly-rent-modal.png, bookings-rent-reduction-invoiced-floor-flow.mp4) | | Month-end invoicing (fixed date) | Lockout-delayed fixed Invoice date before Issue allocation | Common Workflows — Month-end invoicing (fixed date), Step 3 — Set a new password, Portfolio KPI review — Month-end invoicing (fixed date) (settings-invoicing-invoice-date-toggle.png, finance-transactions-bulk-toolbar-fixed-invoice-date-banner.png) | | Bulk Hostkit invoicing | Lockout-delayed month-end Issue allocation backlog | Common Workflows — Bulk Hostkit invoicing, Step 3 — Set a new password, FAQ — Bulk Hostkit invoicing slow (finance-transactions-bulk-selection-bar.png, settings-invoicing-hostkit-series.png) |


Pair with other Resetting a Management User Password guide sections

Related below links this workflow to modules, concepts, settings, and escalation paths. Pair Documentation map & escalation with Common Workflows hub — Documentation map & escalation; pair Upstream & downstream workflows with Common Workflows — Workflow cross-reference. Topic-to-section pairing in sections above: Resetting a Management User Password section cross-reference. Full hub matrix: Common Workflows section cross-reference.

Documentation map & escalation

Upstream & downstream workflows

Pair with other Resetting a Management User Password guide sections
Pair with other Resetting a Management User Password guide sections

Concepts & settings that shape this workflow

Pair with other Resetting a Management User Password guide sections

Deeper workflow reads

Pair with other Resetting a Management User Password guide sections

Concept workflow reads pair with Concepts hub subsection index and Concept cross-reference. Each concept sub-guide reciprocates with [Deeper workflow reads](../workflows/resetting-a-management-user-password.md#deeper-workflow-reads) anchors on Resetting a Management User Password bullets — hub parity: Common Workflows hub — Deeper workflow reads. Full pairing matrix: Resetting a Management User Password section cross-reference · Common Workflows section cross-reference.

Deeper API reads

Pair with other Resetting a Management User Password guide sections

Lockout catch-up after password recovery

Pair with other Resetting a Management User Password guide sections

This guide is the sign-in recovery path — after Step 3, continue to Getting Started — Lockout catch-up after password recovery. Downstream mesh: Notification triage — Step 4 (route payment overdue via Payment alert to receivables triage and Upcoming alerts via Confirmation alert triage; notifications-row-navigation-flow.mp4), Pending manual receipt approval (bookings-detail-transactions-approve-payment-modal.png, finance-transactions-pending-pill.png), Finance debt receivables triage, Portfolio KPI review — Step 7. Hub parity: Common Workflows — Lockout catch-up after password recovery. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.

Pending manual receipt approval

Pair with other Resetting a Management User Password guide sections

Month-end Pending receipts often accumulate during lockout — catch up after Step 3. Hub parity: Common Workflows — Pending manual receipt approval. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.

Utility overage collections

Pair with other Resetting a Management User Password guide sections

Check-out final utilities handoff

Check-in to check-out handoff

Pair with other Resetting a Management User Password guide sections

Lockout-delayed catch-up after Step 3 — Set a new password should scan Operations → Check-in & Check-out for Ongoing stays entering departure week — hub: Common Workflows — Check-in to check-out handoff. Hub parity: Common Workflows — Lockout catch-up after password recovery. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.

Check-out collections before refund

Pair with other Resetting a Management User Password guide sections

Check-out ledger cleanup before refund

Pair with other Resetting a Management User Password guide sections

Cancellation collections before void

Notification row-click navigation

Rent reduction after invoicing

Pair with other Resetting a Management User Password guide sections

Month-end invoicing (fixed date)

Pair with other Resetting a Management User Password guide sections

Lockout-delayed month-end bulk export pairs with saving a fixed Invoice date in Settings → Invoicing before Finance → Transactions bulk Issue allocation after Step 3 — Set a new password — hub: Common Workflows — Lockout catch-up after password recovery. Hub parity: Common Workflows — Month-end invoicing (fixed date). Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.

Bulk Hostkit invoicing

Pair with other Resetting a Management User Password guide sections

WhatsApp per-booking messaging

Bot reasoning (audit)

Pair with other Resetting A Management User Password guide sections

Lockout-delayed bot threads after Step 3 — expand Reasoning under mint Bot bubbles on Bookings → Communication → WhatsApp to audit automated replies before editing ChatBot persona or IF/THEN rules. Hub parity: Glossary — Bot reasoning (audit) hub · Common Workflows — Bot reasoning (audit). Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.

ChatBot settings

Pair with other Resetting A Management User Password guide sections

Pair Account Settings → ChatBot (Persona, IF/THEN, Status Bot) with thread review on Communication when lockout-delayed bot threads after step 3. Hub parity: Glossary — ChatBot settings hub · Common Workflows — ChatBot settings. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.

Payment notification (operator)

Pair with other Resetting a Management User Password guide sections

Payment alert to receivables triage

Pair with other Resetting a Management User Password guide sections

Lockout-delayed payment overdue backlog pairs with Notification triage — Steps 4–5 after Step 3 — Set a new password — route Ongoing receivables before Top debtors sign-off. Hub parity: Common Workflows — Payment alert to receivables triage. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.

Finance debt receivables triage

Pair with other Resetting a Management User Password guide sections

Handling a Late Payment collections

Dashboard Total Debt subtitle

Pair with other Resetting a Management User Password guide sections

Lockout catch-up on Getting Started — Lockout catch-up should clear Pending and alerts before trusting stale Total Debt on /. Hub parity: Common Workflows — Finance debt receivables triage. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.

Uncovered Debt KPI

Pair with other Resetting a Management User Password guide sections

Lockout catch-up on Step 3 should finish Pending triage before you trust Finance → Overview Uncovered Debt reads. Hub parity: Common Workflows — Finance debt receivables triage. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.

Finance Income status drill-down

Pair with other Resetting a Management User Password guide sections

After Step 3 lockout catch-up — Income → In debt modal vs Debt Aging Top debtors before Portfolio KPI review — Step 7. Hub parity: Common Workflows — Finance Income status drill-down. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.

Cash flow forecast drill-down

Pair with other Resetting a Management User Password guide sections

After Step 3 lockout catch-up — Cash flow forecast confirms month-to-date collections before Portfolio KPI review — Step 7. Hub parity: Common Workflows — Cash flow forecast drill-down. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.

Reject/revert mistaken receipts

Pair with other Resetting a Management User Password guide sections

Same-day turnover coordination

Pair with other Resetting a Management User Password guide sections

Lockout-delayed catch-up after Step 3 — Set a new password should include hub Common Workflows — Same-day turnover coordination — scan Operations → Check-in & Check-out for missed turnover tickets before incoming Managing a Check-in — Step 4. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.

Occupancy KPI to block hygiene handoff

Pair with other Resetting a Management User Password guide sections

Deposit missing on Finance Deposits

Pair with other Resetting a Management User Password guide sections

Lockout-delayed refund and dispute triage pairs with Getting Started — Lockout catch-up after password recoveryclear Finance → Deposits toolbar date range before older move-outs. Hub parity: Common Workflows — Deposit missing on Finance Deposits. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.

Deposit lifecycle status

Pair with other Resetting a Management User Password guide sections

Step 3 — Set a new password catch-up includes deposit lifecycle triage on Finance → Deposits — review depositStatus pills missed during lockout. Hub parity: Common Workflows — Deposit lifecycle status. Full pairing matrix: Resetting A Management User Password section cross-reference · Common Workflows section cross-reference.

Partly collected security deposit

Pair with other Resetting a Management User Password guide sections

Wrong tenant on a booking

Pair with other Resetting a Management User Password guide sections

Lockout-delayed catch-up after Step 3 — Set a new password may surface Upcoming bookings with wrong tenant profiles in the backlog — use Change tenant on Contract Info during Getting Started — Lockout catch-up after password recovery, not Delete Booking when the reservation is otherwise valid. Hub parity: Common Workflows — Wrong tenant on a booking. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.

Cancel Booking vs Delete Booking

Pair with other Resetting a Management User Password guide sections

Lockout-delayed catch-up after Step 3 — Set a new password may surface test or duplicate bookings in the backlog — use Delete Booking on mistaken rows, Cancel booking for real voids that need settlement. Pair Getting Started — Lockout catch-up after password recovery. Hub parity: Common Workflows — Cancel Booking vs Delete Booking. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.

Portfolio retirement decisions

Pair with other Resetting a Management User Password guide sections

Lockout-delayed catch-up after Step 3 — Set a new password should include portfolio retirement decisions you deferred — pair Getting Started — Lockout catch-up with Portfolio KPI review — Step 7 before building Archive. Hub parity: Common Workflows — Portfolio retirement decisions. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.

Provider platform Delete Booking guard

Pair with other Resetting a Management User Password guide sections

Lockout catch-up after Step 3 — Set a new password may include cleaning duplicate integration imports — Reject provider platform in-payment before Delete Booking (#2076). Hub parity: Common Workflows — Provider platform Delete Booking guard. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.

Archived booking ledger visibility

Pair with other Resetting a Management User Password guide sections

Lockout catch-up after Step 3 — Set a new password may include cleaning duplicate imports with Delete BookingManual Transactions hide on Finance → Transactions afterward (#1897). Prefer Cancel when ledger history matters. Hub parity: Common Workflows — Archived booking ledger visibility. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.

Archive property (building-level)

Pair with other Resetting a Management User Password guide sections

Lockout-delayed catch-up after Step 3 — Set a new password may include deferred building sunsetting — use Archive property after holds clear, not Delete Booking on every reservation. Hub parity: Common Workflows — Archive property (building-level). Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.

Directory list load failures

Pair with other Resetting a Management User Password guide sections

After Step 3 — Set a new password, lockout-delayed catch-up may hit whole-module directory failures on Bookings, /notifications, or Finance — use list-card Retry / Try again before you assume zero backlog rows. Hub parity: Common Workflows — Directory list load failures · Glossary — Directory list load failures hub. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.

Booking sidebar tab load failures

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Lockout catch-up on Step 3 — Set a new password may open bookings from delayed payment overdue triage — if Communication shows Could not load messages, use header Refresh while Payment Plan work continues. Whole-module list Retry after sign-in is Directory list load failures. Hub parity: Glossary — Booking sidebar tab load failures hub · Common Workflows — Booking sidebar tab load failures. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.

Confirmation to check-in handoff

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Lockout-delayed catch-up after Step 3 — Set a new password may leave Upcoming imports without finished portal gates — row-click each Booking created / Payment received alert, finish Processing a New Booking — Step 6 / Step 5b before Managing a Check-in — Step 1. Hub parity: Common Workflows — Confirmation to check-in handoff. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.

Confirmation alert triage

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Lockout catch-up on Step 3 — Set a new password often surfaces a backlog of Upcoming Booking created / Payment received alerts — route each row via Notification triage — Step 4, finish Processing a New Booking — Step 5b / Step 6, then Step 5. Contrast Ongoing payment overdue on Payment alert to receivables triage. Hub parity: Common Workflows — Confirmation alert triage. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.

Portfolio segmentation by tenant category

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Key glossary terms

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Module documentation hubs

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