Resetting a Management User Password
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.
Self-service path: Step 1: Request a password reset email → Step 2: Open the reset link → Step 3: Set a new password. After recovery, run Getting Started — Lockout catch-up after password recovery. Stuck flows: Troubleshooting. Non-linear operator habits (Lockout catch-up, Payment alert to receivables triage, Pending manual receipt approval, Reject/revert mistaken receipts, Month-end invoicing (fixed date), Bulk Hostkit invoicing, Utility overage collections, Check-out final utilities handoff, Check-in to check-out handoff, Check-out collections before refund, Check-out ledger cleanup before refund, Finance debt receivables triage, Handling a Late Payment collections, Cancellation collections before void, Same-day turnover coordination, Occupancy KPI to block hygiene handoff, Partly collected security deposit, Wrong tenant on a booking, Cancel Booking vs Delete Booking, Portfolio retirement decisions, Directory list load failures, Booking sidebar tab load failures, Confirmation alert triage, Portfolio segmentation by tenant category) have matching Related subsections below. Full pairing matrix: Resetting a Management User Password section cross-reference · Common Workflows section cross-reference.
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.
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.
This is different from tenant authentication. Tenants use Booking ID + Access Code, not email/password. See Tenant Portal.
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
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.
- Go to platform.vivin.app.
- On the sign-in page, use the Reset your password link under the form (wording may match your interface language).

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

- Enter the management user's email address.
- 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.
Step 2: Open the reset link (token step)
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.
- Open the reset email in your inbox.
- Click the password reset link from the email.
- 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.

Full pairing matrix: Resetting a Management User Password section cross-reference.
Step 3: Set a new password
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.
- Enter a new password (minimum 6 characters).
- Confirm the same password in the second field.
- Click Reset password.
After a successful reset, you will see a confirmation message and can return to sign-in.
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.
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):

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

- Go back to platform.vivin.app/reset-password.
- Request a fresh reset link.
- Use the newest email link and complete the reset flow again.
Didn't receive the reset email
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.
- Wait 1-2 minutes and refresh your inbox.
- Check spam/junk and quarantine folders.
- Confirm you entered the correct email address.
- If the user is managed by an admin, resend a reset email from Settings > Users & Roles.
Passwords do not match
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
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.
- Sign in at platform.vivin.app and confirm the new password works in the browser.
- Re-issue the Bearer JWT your Landlord MCP bridge uses (management session bootstrap — see Landlord MCP — How it connects).
- Discard stale
Mcp-Session-Idheaders and open a new MCP session. - If tools still return 403 or unexpected scope errors, file Using in-app support — tenant MCP
notify-landlordandcreate-maintenance-ticketdo not restore operator JWT scope.
Full pairing matrix: Resetting a Management User Password section cross-reference.
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) |
Related
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
Documentation-map bullets pair with Introduction — Section cross-reference and FAQ — Section cross-reference. Hub parity: Common Workflows hub — Documentation map & escalation. Full pairing matrix: Resetting a Management User Password section cross-reference · Common Workflows section cross-reference.
- Common Workflows — Hub pairing matrix across all operator guides
- Getting Started — First login after invite or password reset; Lockout catch-up after password recovery (onboarding mesh parity)
- FAQ & Troubleshooting — Quick answers when reset email or token steps fail
- Get Help & Support — Email escalation when self-service reset is not enough
- Using in-app support — Structured Vivin support tickets when your role has the Support permission
Upstream & downstream workflows
Workflow bullets pair with Common Workflows — Workflow cross-reference for inter-guide step pairing. Full pairing matrix: Resetting a Management User Password section cross-reference · Common Workflows section cross-reference.
- Notification triage (section cross-reference; Deeper workflow reads; hub) — After you regain access, clear unread payment or booking alerts from
/notifications(Step 5 (section cross-reference; Deeper workflow reads; hub)); file Step 6 (section cross-reference; Deeper workflow reads; hub) when row-click or read-state is still broken - Processing a New Booking — Step 6 (section cross-reference; Deeper workflow reads; hub) — Portal gates on new or replacement bookings delayed by lockout
- Processing a New Booking — Step 6b (section cross-reference; Deeper workflow reads; hub) — Month-end Pending confirmation receipts after regaining access
- Managing a Check-out — Step 6b (section cross-reference; Deeper workflow reads; hub) — Departure-week Pending receipts after regaining access
- Cancelling a Booking — Step 6 (section cross-reference; Deeper workflow reads; hub) — Operations ticket closure and rebook mesh delayed by lockout
- Cancelling a Booking — Step 6b (section cross-reference; Deeper workflow reads; hub) — Cancellation settlement receipts and stale alerts after regaining access
- Entering Monthly Utility Bills — Step 4b (section cross-reference; Deeper workflow reads; hub) — Utility overage Pending receipts after regaining access
- Entering Monthly Utility Bills — Step 5 (section cross-reference; Deeper workflow reads; hub) / Step 6 (section cross-reference; Deeper workflow reads; hub) — Monthly bill cycle delayed by lockout
- Managing a Check-out — Step 7 (section cross-reference; Deeper workflow reads; hub) — Departure closure delayed by lockout
- Manual block hygiene (section cross-reference; Deeper workflow reads; hub) — Stale calendar holds that suppressed occupancy during lockout
- Handling a Late Payment — Step 4b (section cross-reference; Deeper workflow reads; hub) — Approve collections receipts backlog after regaining access
- Portfolio KPI review — Step 6 (section cross-reference; Deeper workflow reads; hub) — Tenant-segment review when lockout delayed month-end KPI pass
- Portfolio KPI review — Step 7 (section cross-reference; Deeper workflow reads; hub) — Catch-up month-end reconciliation when lockout delayed Total Debt and Finance drill-downs
- Managing a Check-in — Step 6 (section cross-reference; Deeper workflow reads; hub) — Urgent access-code or Nuki tickets delayed before move-in day
- Onboarding a New Property — Step 7 (section cross-reference; Deeper workflow reads; hub) — First arrivals on newly onboarded inventory before escalating Nuki defects (Step 6)
- Handling a Late Payment — Step 6b (section cross-reference; Deeper workflow reads; hub) — Collections Pending mesh at month-end after arrival week (Step 6)
- Managing a Check-in — Step 6b (section cross-reference; Deeper workflow reads; hub) — Month-end Pending move-in receipts after regaining access
- Handling a Late Payment — Step 6 (section cross-reference; Deeper workflow reads; hub) — Collections backlog when lockout delayed segment-wide arrears triage
- Handling a Late Payment — Step 1 (section cross-reference; Deeper workflow reads; hub) — Collections backlog when lockout delayed triage of payment overdue alerts
Navigation & bookmarks
Bookmark routes pair with Management Frontend Deep Links and Create New menu. Full pairing matrix: Resetting a Management User Password section cross-reference · Common Workflows section cross-reference.
- Deep Links — Auth routes — Bookmarkable
/reset-passwordand token query parameters - Users & Roles — Admin Resend password when self-service reset is not enough
- My Profile — Update display name after regaining access (email stays read-only)
- Interface Language — Restore preferred locale from Personal Settings after sign-in
Concepts & settings that shape this workflow
Concept and settings bullets pair with Concepts hub subsection index and Concept cross-reference and Account Settings — Tab cross-reference. Full pairing matrix: Resetting a Management User Password section cross-reference · Common Workflows section cross-reference.
- Tenant Portal — Tenant authentication contrast (Booking ID + Access Code, not email/password) (section cross-reference; Deeper workflow reads; 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
- Tenant MCP — Booking-scoped Bearer JWT for external assistants; does not replace management password recovery (Step 1 contrast);
get-portal-linksandget-payment-inforemain tenant-scoped while operators reset management credentials;notify-landlorddoes not fix operator JWT failures after rotation (section cross-reference; Deeper workflow reads; hub) - Automation & AI — MCP and in-product AI session recovery after password rotation (section cross-reference; Deeper workflow reads; hub)
- Landlord MCP — Refresh Bearer JWT and
Mcp-Session-Idwhen external automation clients fail after Step 3; file Using in-app support for persistent 401/403 scope errors (section cross-reference; Deeper workflow reads; hub) - Integrations & Distribution — Restore access before editing marketplace credentials under Account Settings → Integrations (section cross-reference; Deeper workflow reads; hub)
- ChatBot settings — WhatsApp pairing may still show Disconnected until you sign back in
- Settings > Subscription — Billing and card-on-file when you cannot sign in to update payment method
- Settings > Emails — Resume Communication Rules configuration after lockout delayed tenant onboarding mail
- Settings > Tenant categories — Resume segment and portal-module configuration after regaining access
- Settings > Preferences — In-app notifications — Restore account-wide alert masters if a lockout delayed category changes
- Payment Allocation — Two-layer receipts, invoiced-floor rent edits, and credit note reject/revert warnings (section cross-reference; Deeper workflow reads; hub)
- Booking Lifecycle — Computed Upcoming → Ongoing → Ended / Canceled status model, list filters, and Timeline (section cross-reference; Deeper workflow reads; hub)
Deeper workflow reads
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.
- Landlord MCP — Account-scoped portfolio automation from external clients (section cross-reference; Deeper workflow reads; hub)
Deeper API reads
API reads pair with API Reference hub subsection index and API guide cross-reference. Hub parity: Common Workflows — Deeper API reads. Full pairing matrix: Resetting a Management User Password section cross-reference · Common Workflows section cross-reference.
- Management session authentication — Operator Core API JWT refresh after Step 3 before Landlord MCP catch-up (section cross-reference; Deeper workflow reads; hub)
- Authentication — Management JWT vs integration Bearer keys — tenants use portal codes, not this workflow (section cross-reference; Deeper workflow reads; hub)
- Error Handling — Recoverable
401/403responses when external clients reuse stale JWTs (section cross-reference; Deeper workflow reads; hub) - AI usage API — Refresh management JWT after Step 3 before polling
GET /ai-usage/summaryduring lockout catch-up (section cross-reference; Lockout catch-up after password recovery; hub)
Lockout catch-up after password recovery
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.
- Common Workflows — Lockout catch-up after password recovery — Hub matrix when sign-in was restored mid-workflow
- Common Workflows — Lockout catch-up after password recovery — Hub matrix for all post-recovery workflows
- Getting Started — Lockout catch-up after password recovery — Canonical operational backlog mesh
- Step 3 — Set a new password — Refresh Landlord MCP JWT after recovery (
workflows-login-reset-password-link.png) - Notification triage — Step 4 / Step 5 — Clear accumulated alerts (
notifications-row-navigate-to-booking-detail.png) - Common Workflows — Payment alert to receivables triage — Ongoing receivables after lockout
- Common Workflows — Directory list load failures — Retry when lists fail after recovery
- Portfolio KPI review — Step 7 — Month-end sign-off after catch-up
Pending manual receipt approval
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.
- Common Workflows — Pending manual receipt approval — Hub matrix when recorded transfers still await Approve payments
- Glossary — Pending manual in-payment (Finance) — Definition and three-surface triage
- Glossary — Pending manual receipt approval hub — Surface table + per-guide/module mesh reciprocal hub
- FAQ — Pending manual receipt approval hub — Symptom table + per-guide/module mesh
- Portfolio KPI review — Step 7 — Month-end Pending catch-up
- Processing a New Booking — Step 6b — Confirmation mesh
- Finance — Pending manual payments — Amber Pending chip (
finance-transactions-pending-pill.png,finance-transactions-pending-approve-flow.mp4) - Notification triage — Pending manual receipt approval — Clear stale payment alerts on Step 4 / Step 5 (
notifications-row-navigate-to-booking-detail.png) - Handling a Late Payment — Pending manual receipt approval — Collections Pending catch-up on Step 4b / Step 6b
- Managing a Check-out — Pending manual receipt approval — Departure Pending catch-up on Step 6b
Utility overage collections
Lockout-delayed utility payment overdue backlog pairs with Notification triage — Steps 4–5 after Step 3 — Set a new password — hub: Common Workflows — Lockout catch-up after password recovery. Hub parity: Common Workflows — Utility overage collections. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.
- Common Workflows — Utility overage collections — Hub matrix (
utilities-allocations-row-breakdown-expanded.png,finance-contract-values-in-debt-filter.png,utilities-allocations-review-flow.mp4) - Getting Started — Lockout catch-up after password recovery — Canonical catch-up mesh after Step 3
- Notification triage — Utility overage collections — Row-click path during catch-up
- Entering Monthly Utility Bills — Step 4 — Confirm overage before collections
- Handling a Late Payment — Step 1 — Collections follow-through
- Portfolio KPI review — Step 7 — Month-end overage arrears sign-off
Check-out final utilities handoff
Lockout-delayed departure-week utility settlement pairs with Managing a Check-out — Step 6 and Entering Monthly Utility Bills — Steps 2–4 after Step 3 — Set a new password — hub: Common Workflows — Lockout catch-up after password recovery. Hub parity: Common Workflows — Check-out final utilities handoff. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.
- Common Workflows — Check-out final utilities handoff — Hub matrix (
utilities-allocations-review-flow.mp4,bookings-detail-payment-plan-tab-schedule.png) - Getting Started — Lockout catch-up after password recovery — Canonical catch-up mesh after Step 3
- Managing a Check-out — Step 6 — Departure-week settlement backlog
- Entering Monthly Utility Bills — Step 4 — Final overage posting verification
- Managing a Check-out — Step 6b — Pending mesh after regaining access
- Portfolio KPI review — Step 7 — Month-end departure utility sign-off
Check-in to check-out handoff
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.
- Common Workflows — Check-in to check-out handoff — Hub matrix (
operations-check-in-out-check-outs-next-7-days.png,bookings-timeline-view.png) - Glossary — Check-in to check-out handoff hub — Surface table + per-guide/module mesh
- Step 3 — Set a new password — Recovery before departure-week catch-up
- Managing a Check-out — Step 1 — Missed Check-outs planning during lockout
- Notification triage — Step 5 — Unread payment alerts on Ongoing stays
- Getting Started — Lockout catch-up after password recovery — Ordered catch-up habit
- FAQ — Managing a Check-out hub — Departure-week symptom table
Check-out collections before refund
Lockout-delayed departure-week collections backlog pairs with Notification triage — Steps 4–5 after Step 3 — Set a new password — hub: Common Workflows — Lockout catch-up after password recovery. Hub parity: Common Workflows — Check-out collections before refund. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.
- Common Workflows — Check-out collections before refund — Hub matrix (
workflows-check-out-coordination-flow.mp4,bookings-detail-payment-plan-tab-schedule.png,finance-contract-values-in-debt-filter.png) - Getting Started — Lockout catch-up after password recovery — Canonical catch-up mesh after Step 3
- Notification triage — Check-out collections before refund — Row-click path during catch-up
- Handling a Late Payment — Step 1 — Collections follow-through
- Managing a Check-out — Step 6 — Settlement before Step 5
- Portfolio KPI review — Step 7 — Month-end departure arrears sign-off
Check-out ledger cleanup before refund
Lockout-delayed duplicate departure transfers pair with Reject / Revert on Transactions after Step 3 — Set a new password — hub: Common Workflows — Lockout catch-up after password recovery. Hub parity: Common Workflows — Check-out ledger cleanup before refund. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.
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Common Workflows — Check-out ledger cleanup before refund — Hub matrix (
bookings-detail-transactions-revert-modal-info-banner.png,finance-transactions-bulk-reject-selected-bar.png) -
Getting Started — Lockout catch-up after password recovery — Canonical catch-up mesh after Step 3
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Notification triage — Check-out ledger cleanup before refund — Duplicate alert row-click during catch-up
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Reject/revert mistaken receipts — Reject / Revert before KPI sign-off
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Managing a Check-out — Step 6 — Settlement before Step 5
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Portfolio KPI review — Step 7 — Month-end duplicate cleanup sign-off
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FAQ — Check-out ledger cleanup before refund hub — Symptom table for phantom In Debt / Ready To Refund blocked when tenant paid once
Cancellation collections before void
Lockout-delayed pre-cancel collections backlog pairs with Notification triage — Steps 4–5 after Step 3 — Set a new password — hub: Common Workflows — Lockout catch-up after password recovery. Hub parity: Common Workflows — Cancellation collections before void. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.
- Common Workflows — Cancellation collections before void — Hub matrix (
finance-contract-values-in-debt-filter.png,bookings-cancel-booking-modal-refund-types.png,workflows-cancel-booking-refund-modal-flow.mp4) - Getting Started — Lockout catch-up after password recovery — Canonical catch-up mesh after Step 3
- Notification triage — Cancellation collections before void — Row-click path during catch-up
- Cancelling a Booking — Step 2 — Settlement before Step 4
- Handling a Late Payment — Step 1 — Collections follow-through
- Portfolio KPI review — Step 7 — Month-end pre-cancel arrears sign-off
Notification row-click navigation
Lockout-delayed payment overdue backlog pairs with Notification triage — Steps 4–5 after Step 3 — Set a new password — hub: Common Workflows — Lockout catch-up after password recovery. Hub parity: Common Workflows — Notification row-click navigation. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.
- Common Workflows — Notification row-click navigation — Hub matrix (
notifications-row-navigation-flow.mp4,notifications-row-navigate-to-booking-detail.png) - Glossary — Notification row navigation — Target-field order and bell General contrast
- Glossary — Notification row navigation hub — Surface table + per-guide/module mesh
- FAQ — Notification row-click navigation hub — Lockout-delayed payment overdue after Step 3 symptom table
- Getting Started — Lockout catch-up after password recovery — Canonical catch-up mesh after Step 3
- Notification triage — Step 4 — payment overdue row-click backlog (
notifications-row-navigation-flow.mp4) - Common Workflows — Confirmation alert triage — Upcoming confirmation alerts during catch-up
- Pending manual receipt approval — Lockout-delayed Pending on Step 4 / Step 5 (
finance-transactions-pending-pill.png) - Handling a Late Payment — Notification row-click navigation — Collections follow-through after catch-up
Rent reduction after invoicing
Lockout-delayed month-end repricing pairs with Contract Info → Change monthly rent after Step 3 — Set a new password — hub: Common Workflows — Lockout catch-up after password recovery. Hub parity: Common Workflows — Rent reduction after invoicing. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.
- Common Workflows — Rent reduction after invoicing — Hub matrix (
bookings-detail-change-monthly-rent-modal.png,bookings-rent-reduction-invoiced-floor-flow.mp4) - FAQ — Rent reduction after invoicing hub — Lockout-delayed month-end repricing symptom table
- Getting Started — Lockout catch-up after password recovery — Canonical catch-up mesh after Step 3
- Portfolio KPI review — Rent reduction after invoicing — Step 7 month-end repricing sign-off
- Common Workflows — Bulk Hostkit invoicing — Issue credit notes after external rent relief
- Glossary — Invoiced floor (rent) — Change monthly rent clamp vs Edit amount Save block
- FAQ — Lower rent below invoiced — External credit note path
Month-end invoicing (fixed date)
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.
- Common Workflows — Month-end invoicing (fixed date) — Hub matrix (
settings-invoicing-invoice-date-toggle.png,finance-transactions-fixed-invoice-date-banner.png,finance-transactions-bulk-toolbar-fixed-invoice-date-banner.png) - Getting Started — Lockout catch-up after password recovery — Canonical catch-up mesh after Step 3
- Invoicing — Default invoice date — Toggle Use today as invoice date off + Save
- Common Workflows — Bulk Hostkit invoicing — Issue allocation after fixed date is saved
- FAQ — Month-end invoicing (fixed date) hub — Symptom table + toggle reset after batch
- Portfolio KPI review — Month-end invoicing (fixed date) — Step 7 month-end export mesh
- Notification triage — Month-end invoicing (fixed date) — Alert cleanup before bulk export (Step 5)
Bulk Hostkit invoicing
Lockout-delayed month-end Issue allocation pairs with Finance → Transactions bulk export after Step 3 — Set a new password — hub: Common Workflows — Lockout catch-up after password recovery. Hub parity: Common Workflows — Bulk Hostkit invoicing. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.
- Common Workflows — Bulk Hostkit invoicing — Hub matrix (
finance-transactions-bulk-selection-bar.png,settings-invoicing-hostkit-series.png) - FAQ — Bulk Hostkit invoicing hub — Symptom table + per-guide mesh
- Getting Started — Lockout catch-up after password recovery — Canonical catch-up mesh after Step 3
- Common Workflows — Month-end invoicing (fixed date) — Fixed Invoice date before bulk export
- FAQ — Bulk Hostkit invoicing slow — HTTP 429 pacing — leave batch running; refresh Transactions before re-issue
- Notification triage — Bulk Hostkit invoicing — Alert cleanup before month-end bulk export
- Portfolio KPI review — Bulk Hostkit invoicing — Step 7 month-end export mesh
WhatsApp per-booking messaging
Lockout-delayed Inbox / message backlog pairs with bell Inbox on Notification triage — Step 2 after Step 3 — Set a new password — hub: Common Workflows — Lockout catch-up after password recovery. Hub parity: Glossary — WhatsApp per-booking messaging hub · Common Workflows — WhatsApp per-booking messaging. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.
- Common Workflows — WhatsApp per-booking messaging — Hub matrix (
notifications-dashboard-bell-inbox-tab.png,inbox-module-triage-flow.mp4) - Glossary — WhatsApp per-booking messaging hub — Surface table + per-guide/module mesh reciprocal hub
- FAQ — WhatsApp per-booking messaging hub — Lockout-delayed Inbox backlog after Step 3 symptom table
- Getting Started — Lockout catch-up after password recovery — Canonical catch-up mesh after Step 3
- Notification triage — Step 2 —
New WhatsApp message from …backlog (inbox-module-overview.png) - ChatBot settings — Status Bot — Disconnected until you sign back in
- Notification triage — WhatsApp per-booking messaging — Message ping triage during catch-up
- Using in-app support — WhatsApp per-booking messaging — When thread load fails after recovery
Bot reasoning (audit)
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.
- Common Workflows — Bot reasoning (audit) — Hub matrix (
bookings-detail-communication-tab-bot-reasoning-expanded.png) - Glossary — Bot reasoning (audit) hub — Surface table + per-guide/module mesh reciprocal hub
- FAQ — Bot reasoning (audit) hub — Symptom table for Reasoning vs ChatBot settings
- ChatBot settings — Bot reasoning audit — Read-only thread audit vs editable persona / IF/THEN
- Bookings — Communication tab — Reasoning control on Bot bubbles
- Glossary — ChatBot settings hub — Edit persona / IF/THEN after thread audit
- Step 3 — Set a new password — Workflow step where bot replies surface
ChatBot settings
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.
- Common Workflows — ChatBot settings — Hub matrix (
settings-chatbot-tab-overview.png,settings-chatbot-status-bot-connected.png,settings-chatbot-save-rule-flow.mp4) - Glossary — ChatBot settings hub — Surface table + per-guide/module mesh reciprocal hub
- FAQ — ChatBot settings hub — Symptom table for pairing, persona, and IF/THEN tuning
- ChatBot settings — Persona, IF/THEN rules, Status Bot WhatsApp pairing
- Glossary — Bot reasoning (audit) hub — Thread Reasoning audit after rule changes
- Onboarding a New Property — Step 4 — Setup-step pairing for tenant chatbot rules
Payment notification (operator)
Lockout-delayed payment overdue and Pending manual in-payment backlog pairs with Notification triage — Steps 4–5 after Step 3 — Set a new password — hub: Lockout catch-up after password recovery. Hub parity: Common Workflows — Payment notification (operator). Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.
- Common Workflows — Payment notification (operator) — Hub matrix (
notifications-row-navigate-to-booking-detail.png,notifications-row-navigation-flow.mp4) - Glossary — Payment notification (operator) — Three row types + opt-in layers
- FAQ — Payment notification (operator) hub — Symptom table + per-guide/module mesh
- Settings — Preferences — Notifications & emails — Account Receive payment notifications master
- Settings — Interface language — Your email preferences — Per-user Payment notification emails
- Step 3 — Set a new password — Catch-up unread Payments rows
- Lockout catch-up after password recovery — Canonical catch-up mesh
- Pending manual receipt approval — Pending accumulated during lockout
- Payment alert to receivables triage — Payment overdue backlog triage
Payment alert to receivables triage
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.
- Common Workflows — Payment alert to receivables triage — Hub matrix (
notifications-row-navigate-to-booking-detail.png,notifications-row-navigation-flow.mp4) - Glossary — Payment alert to receivables triage — Ongoing/Ended payment overdue before Debt Aging
- Glossary — Payment alert to receivables triage hub — Surface table + per-guide/module mesh
- FAQ — Payment alert to receivables triage hub — Lockout-delayed payment overdue after Step 3 symptom table
- Getting Started — Lockout catch-up after password recovery — Canonical catch-up mesh after Step 3
- Notification triage — Step 4 — payment overdue row-click backlog (
notifications-row-navigation-flow.mp4) - Common Workflows — Confirmation alert triage — Upcoming confirmation alerts during catch-up
- Pending manual receipt approval — Amber Pending before Debt Aging (
finance-transactions-pending-pill.png) - Portfolio KPI review — Payment alert to receivables triage — Month-end sign-off after catch-up
Finance debt receivables triage
Lockout-delayed receivables backlog pairs with Step 3 — Set a new password — route payment overdue alerts via Common Workflows — Payment alert to receivables triage before Top debtors sign-off. Hub parity: Common Workflows — Finance debt receivables triage. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.
- Common Workflows — Finance debt receivables triage — Hub matrix (
finance-overview-income-chart-debt-aging.png,dashboard-kpi-total-debt-tooltip.png) - Getting Started — Lockout catch-up after password recovery — Canonical catch-up mesh after Step 3
- Notification triage — Steps 4–5 — Alert backlog before Debt Aging (
notifications-row-navigation-flow.mp4) - Common Workflows — Payment alert to receivables triage — Ongoing receivables after lockout
- Pending manual receipt approval — Amber Pending before Top debtors (
finance-transactions-pending-pill.png) - Portfolio KPI review — Finance debt receivables triage — Month-end sign-off after catch-up
- Glossary — Finance debt receivables triage hub — Surface table + per-guide/module mesh reciprocal hub
- FAQ — Finance debt receivables triage hub — Lockout-delayed receivables symptom table
Handling a Late Payment collections
Lockout-delayed collections backlog after Step 3 — Set a new password pairs with Getting Started — Lockout catch-up → Handling a Late Payment — Steps 1–6. Hub parity: Common Workflows — Handling a Late Payment collections hub. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.
- Common Workflows — Handling a Late Payment collections hub — Hub matrix (
finance-overview-income-chart-debt-aging.png,notifications-row-navigation-flow.mp4) - Getting Started — Lockout catch-up after password recovery — Post-recovery backlog mesh
- Notification triage — Step 4 — Alert-driven entry after lockout
- Handling a Late Payment — Steps 1–6 — Collections follow-through
- Pending manual receipt approval — Pending queue after lockout
- Glossary — Handling a Late Payment collections hub — Surface table + per-guide/module mesh reciprocal hub
- FAQ — Handling a Late Payment collections hub — Lockout-delayed collections symptom table
Dashboard Total Debt subtitle
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.
- FAQ — Dashboard Total Debt subtitle — Headline vs >15 days subtitle (
dashboard-kpi-total-debt-tooltip.png) - Lockout catch-up after password recovery — Catch-up mesh after Step 3
- Pending manual receipt approval — Amber Pending before headline trust
- Portfolio KPI review — Step 7 — Month-end sign-off delayed by lockout
- Finance debt receivables triage — Debt Aging after catch-up (
dashboard-kpi-total-debt-tooltip.png)
Uncovered Debt KPI
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.
- FAQ — Uncovered Debt KPI — Deposit coverage vs Total Debt (
finance-overview-kpi-cards.png) - Glossary — Uncovered Debt — Strip compare after sign-in restore
- Lockout catch-up after password recovery — Catch-up before KPI trust
- Pending manual receipt approval — Amber Pending before strip read
- Dashboard Total Debt subtitle — Ongoing-only
/vs Finance strip
Finance Income status drill-down
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.
- FAQ — Finance Income status drill-down — Income chart (Paid / Scheduled / In debt); month-scoped payment-line modal (
finance-overview-income-status-in-debt-modal.png) - Glossary — Finance income status — In debt segment vs Debt Aging booking rows
- Finance debt receivables triage — Top debtors when you need ranked debtors, not payment lines (
finance-overview-debt-aging-expanded-bucket.png) - FAQ — Bookings that owe money — Booking-level receivables on Debt Aging
- Lockout catch-up after password recovery — Receivables backlog after sign-in
- Glossary — Finance Income status drill-down hub — Surface table + per-guide/module mesh reciprocal hub
- FAQ — Finance Income status drill-down hub — Lockout-delayed Income read symptom table
Cash flow forecast drill-down
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.
- FAQ — Cash flow forecast drill-down — Cash flow forecast chart (Month / Day); All payments modal (
finance-overview-cash-flow-all-payments-modal.png) - Glossary — Cash flow forecast (Finance Overview) — Collections history vs Dashboard rent-due chart vs Income status
- Finance Income status drill-down — Paid / Scheduled / In debt when scheduled vs collected mismatch
- Dashboard — Cash Flow Forecast — Rent due timing (
dashboard-cash-flow-forecast-chart.png) — not Finance collections - Lockout catch-up after password recovery — Collections backlog after sign-in
- Glossary — Cash flow forecast drill-down hub — Surface table + per-guide/module mesh reciprocal hub
- FAQ — Cash flow forecast drill-down hub — Lockout-delayed collections symptom table
Reject/revert mistaken receipts
Duplicate receipts discovered during lockout catch-up pair with Payment Allocation — Correcting mistaken receipts. Hub parity: Common Workflows — Reject/revert mistaken receipts. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.
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Common Workflows — Reject/revert mistaken receipts — Hub matrix when duplicate receipts need Reject / Revert
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Glossary — Credit note warning (reject/revert) — Modal banners and Not issued credit note queue
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Glossary — Reject/revert mistaken receipts hub — Surface table + per-guide/module mesh reciprocal hub
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Glossary — Credit note warning (reject/revert) hub — Modal-banner surface table + per-guide/module mesh
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FAQ — Credit note warning (reject/revert) hub — Symptom table + per-guide/module mesh
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Payment Allocation — Correcting mistaken receipts — Duplicate receipts after lockout
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Glossary — Credit note (payment reject/revert) — Invoiced duplicate cleanup
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Troubleshooting — MCP 403 after JWT refresh
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Getting Started — Lockout catch-up after password recovery — Canonical catch-up mesh after Step 3 (
notifications-row-navigation-flow.mp4) -
Notification triage — Reject/revert mistaken receipts — Clear stale payment alerts on Step 5
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Portfolio KPI review — Reject/revert mistaken receipts — Month-end Revert during Step 7 (
bookings-detail-transactions-revert-modal-info-banner.png) -
Finance — Row actions on in-payment rows — Bulk Reject selected (
finance-transactions-bulk-reject-selected-bar.png) -
FAQ — Reject/revert mistaken receipts hub — Lockout-delayed duplicate symptom table
Same-day turnover coordination
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.
- Common Workflows — Same-day turnover coordination — Hub matrix (
operations-add-ticket-modal.png,operations-check-in-out-check-outs-next-7-days.png) - Glossary — Same-day turnover coordination hub — Surface table + per-guide/module mesh
- Getting Started — Lockout catch-up after password recovery — Canonical catch-up mesh after Step 3
- Managing a Check-out — Step 2 — Turnover ticket backlog after lockout
- Managing a Check-in — Step 1 — Arrival-week overlap scan
- Notification triage — Step 4 — Missed arrival alerts during lockout
- FAQ — Same-day turnovers — Four-step operator habit
Occupancy KPI to block hygiene handoff
Lockout-delayed month-end KPI review after Step 3 — Set a new password should include hub Common Workflows — Occupancy KPI to block hygiene handoff — pair Getting Started — Lockout catch-up after password recovery before you edit Sales → Pricing on a suppressed dip. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.
- Common Workflows — Occupancy KPI to block hygiene handoff — Hub matrix (
analytics-kpi-occupancy-tab.png,audit-manual-blocks-workspace.png) - Glossary — Occupancy KPI to block hygiene handoff hub — Surface table + per-guide/module mesh reciprocal hub
- FAQ — Occupancy KPI to block hygiene handoff hub — Lockout-delayed occupancy KPI symptom table
- Getting Started — Lockout catch-up after password recovery — Canonical catch-up mesh after Step 3
- Portfolio KPI review — Step 3 — Month-range Ranking roll-up backlog
- Manual block hygiene — Step 1 — Downstream Audit pass
- Notification triage — Step 1 — Dashboard bell scan after recovery
Deposit missing on Finance Deposits
Lockout-delayed refund and dispute triage pairs with Getting Started — Lockout catch-up after password recovery — clear 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.
- Common Workflows — Deposit missing on Finance Deposits — Hub matrix (
finance-deposits-date-range-clear-flow.mp4) - Getting Started — Lockout catch-up after password recovery — Canonical catch-up mesh after Step 3
- Managing a Check-out — Deposit missing on Finance Deposits — Step 5 refund triage after lockout
- Portfolio KPI review — Deposit missing on Finance Deposits — Month-end sign-off backlog
- FAQ — Deposit missing on Finance Deposits — Symptom table
Deposit lifecycle status
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.
- Step 3 — Set a new password — Lockout-delayed deposit triage
- Common Workflows — Deposit lifecycle status — Hub matrix
- Glossary — Deposit lifecycle status —
depositStatuspill vocabulary - Lockout catch-up after password recovery — Canonical catch-up mesh
Partly collected security deposit
Lockout-delayed catch-up after Step 3 — Set a new password should include Finance → Deposits Partial paid triage — pair hub Common Workflows — Partly collected security deposit with Getting Started — Lockout catch-up before first Managing a Check-in — Step 4. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.
- Common Workflows — Partly collected security deposit — Hub matrix (
finance-deposits-lifecycle-partial-paid-card.png,bookings-detail-deposit-tab-partial-badge.png) - Getting Started — Lockout catch-up after password recovery — Canonical catch-up mesh after Step 3
- Managing a Check-in — Step 3 — Chase shortfall before first arrival after lockout
- Deposit missing on Finance Deposits — Clear toolbar range for older move-outs missed during lockout
- Finance — Deposit lifecycle status cards — Partial paid card for portfolio triage
- FAQ — Partly collected security deposit — Distinct from Partial Paid rent on Payment Plan
- Glossary — Deposit lifecycle status —
depositStatuspill vocabulary
Wrong tenant on a booking
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.
- Common Workflows — Wrong tenant on a booking — Hub matrix (
bookings-detail-change-tenant-control.png) - Getting Started — Lockout catch-up after password recovery — Canonical catch-up mesh after Step 3
- Processing a New Booking — Wrong tenant on a booking — Post-import profile check on Step 6
- Portfolio KPI review — Wrong tenant on a booking — Month-end sign-off after catch-up
- Bookings — Change tenant — Eligibility guards
- Glossary — Wrong tenant on a booking hub — Surface table + per-guide/module mesh reciprocal hub
- FAQ — Wrong tenant on a booking — Symptom table
Cancel Booking vs Delete Booking
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.
- Common Workflows — Cancel Booking vs Delete Booking — Hub matrix (
bookings-cancel-booking-modal-refund-types.png,finance-transactions-type-summary-cards.png) - Glossary — Cancel Booking vs Delete Booking hub — Surface table + per-guide/module mesh reciprocal hub
- Getting Started — Lockout catch-up after password recovery — Canonical catch-up mesh after Step 3
- Processing a New Booking — Cancel Booking vs Delete Booking — Delete on duplicate Step 1 imports
- Wrong tenant on a booking — Valid stay with wrong profile → Change tenant
- FAQ — Delete Booking on integration reservation — provider platform guard (#2076)
- Bookings — Delete Booking (soft archive) — Soft-archive control location
Portfolio retirement decisions
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.
- Common Workflows — Portfolio retirement decisions — Hub matrix (
listings-archived-populated-table.png,finance-transactions-type-summary-cards.png) - Glossary — Portfolio retirement decisions hub — Surface table + per-guide/module mesh reciprocal hub
- Getting Started — Lockout catch-up after password recovery — Canonical catch-up mesh after Step 3
- Portfolio KPI review — Portfolio retirement decisions — Step 7 ledger gaps after soft-archive cleanup
- Manual block hygiene — Portfolio retirement decisions — Portfolio sunsetting after hold cleanup
- FAQ — Cancel Booking vs Delete Booking — Cancel when ledger history matters
- Notification triage — Step 4 — Alert backlog before retirement scope choice
Provider platform Delete Booking guard
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.
- Common Workflows — Provider platform Delete Booking guard — Hub matrix (
bookings-provider-platform-reject-delete-flow.mp4) - Glossary — Provider platform Delete Booking guard hub — Surface table + per-guide/module mesh reciprocal hub
- Step 3 — Set a new password — Catch-up cleanup after lockout
- Cancel Booking vs Delete Booking — Delete on duplicate rows — Cancel for real voids
- Processing a New Booking — Provider platform Delete Booking guard — Duplicate import path
- Bookings — Provider platform payment — Clear in-payment before soft-archive
- FAQ — Delete Booking on integration reservation — Integration guard (#2076)
Archived booking ledger visibility
Lockout catch-up after Step 3 — Set a new password may include cleaning duplicate imports with Delete Booking — Manual 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.
- Common Workflows — Archived booking ledger visibility — Hub matrix (
finance-transactions-type-summary-cards.png) - Glossary — Archived booking ledger visibility hub — Surface table + per-guide/module mesh reciprocal hub
- Step 3 — Set a new password — Catch-up cleanup may use Delete on duplicate rows
- Cancel Booking vs Delete Booking — Cancel when manual receipts must stay
- Provider platform Delete Booking guard — Clear in-payment before Delete (#2076)
- Processing a New Booking — Archived booking ledger visibility — Duplicate import path
- Finance — Archived bookings on the ledger — System vs Manual Transactions
- FAQ — Manual payments after Delete Booking — Symptom table (#1897)
Archive property (building-level)
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.
- Common Workflows — Archive property (building-level) — Hub matrix (
listings-archived-populated-table.png) - Glossary — Archive property (building-level) hub — Surface table + per-guide/module mesh reciprocal hub
- Step 3 — Set a new password — Deferred sunsetting during catch-up
- Getting Started — Lockout catch-up — Backlog after password recovery
- Portfolio retirement decisions — Three-way scope table
- Manual block hygiene — Archive property (building-level) — Hold cleanup before Archive
- Portfolio KPI review — Archive property (building-level) — Step 7 sunsetting review
- FAQ — Archive a property — Archive / Unarchive
Directory list load failures
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.
- Common Workflows — Directory list load failures — Hub matrix (
notifications-module-load-failure.png,dashboard-partial-data-load-failure.png) - FAQ — Directory list load failures hub — Directory Retry after lockout catch-up (Step 3)
- Getting Started — Lockout catch-up after password recovery — Canonical catch-up mesh after Step 3
- Notification triage — Step 2 — /notifications Try again before alert triage
- Handling a Late Payment — Step 1 — Finance directory Retry when Total Debt looks stale
- Portfolio KPI review — Step 7 — Month-end sign-off after catch-up
- FAQ — Directory list load failures — Whole-module vs filter-empty state
Booking sidebar tab load failures
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.
- Common Workflows — Booking sidebar tab load failures — Hub matrix (
bookings-detail-communication-tab-whatsapp-thread.png) - Glossary — Booking sidebar tab load failures hub — Surface table + per-guide/module mesh reciprocal hub
- FAQ — Booking sidebar tab load failures hub — Lockout catch-up tab recovery (Step 3)
- Step 3 — Set a new password — Tab Refresh during lockout catch-up mesh
- Getting Started — Lockout catch-up after password recovery — Backlog triage after recovery
- Notification triage — Booking sidebar tab load failures — Alert row-click then tab fails
- Handling a Late Payment — Booking sidebar tab load failures — Collections Communication on Step 3
- FAQ — Communication or Tickets load failure — Tab-scoped vs list failure
Confirmation to check-in handoff
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.
- Common Workflows — Confirmation to check-in handoff — Hub matrix (
booking-lifecycle-status-tabs-flow.mp4,notifications-row-navigation-flow.mp4) - Glossary — Confirmation to check-in handoff — Upcoming portal gates → arrival week ~7 days before move-in
- Glossary — Confirmation to check-in handoff hub — Surface table + per-guide/module mesh
- Step 3 — Set a new password — Lockout catch-up mesh after recovery
- Lockout catch-up after password recovery — Upstream backlog habit
- Processing a New Booking — Step 6 — Portal gates on delayed imports
- Notification triage — Step 4 — Alert row-click entry
- Managing a Check-in — Step 1 — Downstream after catch-up
- FAQ — Confirmation to check-in handoff — Lockout-delayed handoff symptom table
Confirmation alert triage
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.
- Common Workflows — Confirmation alert triage — Hub matrix (
notifications-row-navigation-flow.mp4,bookings-detail-transactions-approve-payment-modal.png) - Glossary — Confirmation alert triage — Upcoming Booking created / Payment received before mark-read
- Glossary — Confirmation alert triage hub — Surface table + per-guide/module mesh
- Step 3 — Set a new password — Lockout-delayed confirmation backlog
- Lockout catch-up after password recovery — Upstream hub habit
- Notification triage — Step 4 — Row-click before bulk Mark all as read
- Payment alert to receivables triage — Ongoing receivables contrast
- Getting Started — Lockout catch-up after password recovery — First-session mesh
- FAQ — Confirmation alert triage hub — Lockout catch-up backlog symptom table
Portfolio segmentation by tenant category
Segment-scoped backlog after recovery pairs with Portfolio KPI review — Step 6. Hub parity: Common Workflows — Portfolio segmentation by tenant category. Full pairing matrix: resetting-a-management-user-password-section-cross-reference · Common Workflows section cross-reference.
- Common Workflows — Portfolio segmentation by tenant category — Hub matrix when workflows must align across reservations, receivables, and profiles
- Glossary — Portfolio segmentation by tenant category hub — Surface table + per-guide/module mesh reciprocal hub
- FAQ — Portfolio segmentation by tenant category hub — Segment filter symptom table
- Portfolio KPI review — Step 6 — Segment backlog review
- Bookings — Other filters — Scope catch-up by segment
- Landlord MCP — How it connects — JWT refresh after Step 3
Key glossary terms
Glossary rows pair with Glossary cluster cross-reference. Full pairing matrix: Resetting a Management User Password section cross-reference · Common Workflows section cross-reference.
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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)
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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)
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Glossary — Change history — Operator-initiated edits on Listings setup and Bookings Changelog; create-time defaults excluded (#2093)
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FAQ — Booking Changelog scope — Operator-initiated edits only; create-time defaults excluded (#2093)
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Glossary — Archived booking ledger visibility — Delete Booking hides manual/provider_platform rows on Finance → Transactions; vIBAN and credit card stay visible (#1897)
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Bookings — Provider platform payment — Non-rejected provider platform in-payment blocks Delete Booking until Reject or assign (#2076)
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FAQ — Delete Booking on integration reservation — Clear pending provider platform in-payment with Reject or assign before soft-archive (#2076)
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Listings — Property edit sidebar pills — Setup / Full integration / Photos pills on property and unit edit sidebars; replaced the old Go to details shortcut (#2082)
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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)
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FAQ — Finance tenant category filter parity — Finance Other filters loads full tenant-category catalog (#2314)
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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)
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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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Glossary — Notification row navigation — Row-click targets once you can sign in again
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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 -
Glossary — Credit note (payment reject/revert) — Reject/revert warnings when clearing duplicate receipts after lockout
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Glossary — Deposit lifecycle status —
depositStatuspill vocabulary when deposit shortfalls surface during lockout catch-up -
Glossary — Draft ticket (display status) — Turnover tickets delayed when lockout blocks same-day handover work
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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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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 — 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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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 — Manual receipt still pending — Operator-recorded receipts stay pending until Approve payments; triage on Finance → Transactions (Pending chip) or booking Transactions; Total Debt and Manual Payments KPI lag until approval
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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 — 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: Resetting a Management User Password section cross-reference · Common Workflows section cross-reference.
- Bookings module — Resume operational work after regaining access (section cross-reference; Deeper workflow reads; hub)
- Finance module — Reconcile Transactions or deposit disputes after a lockout delayed month-end close (section cross-reference; Deeper workflow reads; hub)
- Finance > Deposits — Refund queue operators return to after regaining access (section cross-reference; Deeper workflow reads; hub)
- Operations module — Turnover tickets delayed when lockout blocks same-day handover work (section cross-reference; Deeper workflow reads; hub)
- Inbox module — Resume WhatsApp triage after regaining access to the management shell (section cross-reference; Deeper workflow reads; hub)
- Audit module — Resume cross-portfolio discount export after lockout delayed month-end reconciliation (section cross-reference; Deeper workflow reads; hub)
- Utilities module — Bills Included ceiling model, Connections, AI bill upload, and tenant overage charges on payment plans (section cross-reference; Deeper workflow reads; hub)
- Dashboard module — Post-login Today, Total debt, Vacant Units, and forecast KPI snapshot with bell notification triage (section cross-reference; Deeper workflow reads; hub)
- Analytics module — Month-range portfolio KPI charts (Overview, Revenue, Occupancy, ADR, RevPAR, Maintenance) with rankings and heatmaps (section cross-reference; Deeper workflow reads; hub)
- Listings module — Property wizard, Channels tab, Archived inventory, and unit management (section cross-reference; Deeper workflow reads; hub)
- Booking engine details — Rich marketplace payload editor via the Full integration pill (section cross-reference; Deeper workflow reads; hub)
- Properties workspace — Legacy
/propertiesURL redirects into Listings (section cross-reference; Deeper workflow reads; hub) - Tenants module — Tenant directory, profile sidebars, With Debt segmentation, and table expand for linked bookings (section cross-reference; Deeper workflow reads; hub)
- Sales module — Portfolio availability, monthly rent editing, and channel manager connections (section cross-reference; Deeper workflow reads; hub)
- Notifications module — Full
/notificationshistory with search, filters, and row-click navigation (section cross-reference; Deeper workflow reads; hub); Payment overdue alerts when scheduled charges are overdue - AI Chat module — Vivin-internal AI Assistant using Landlord MCP tools for portfolio Q&A (section cross-reference; Deeper workflow reads; hub)
- Account Settings — Resume workspace configuration after access is restored (hub subsection index; Deeper workflow reads; hub)
- API Reference hub — Partner integration credentials when lockout blocked
[email protected]follow-up (hub subsection index; hub)