Admin Help

Once you've logged into the Heritage website with an Administrative account, you should be redirected to the Wordpress Dashboard. To also view the website in a different tab, do the following:

While holding the CTRL button, select the home icon at the top left of the Dashboard page.

By holding the CTRL button, the website will open in a new tab. If you do not hold down the CTRL button, select the home icon will replace the Dashboard window with the view of the website.

After updating the website or resetting an owner's password, you'll want to clear server cache.

To clear server cache, from the top of the Wordpress Dashboard, select Autoptimize -> Clear CSS / JS Cache.

You will see the page refresh. All updates should now be on the server.

It is possible for you to setup an email account without also having owner directory information. This comes in handy when administration is being done by someone who is not an owner or member of the HOA.

To create a user account without using the registration form (which creates an Owner Directory entry), go to 'Users' from the Wordpress Dashboard. Select 'Add User' at the top of the page, add a unique username, email address and add the name. The default role is Owner. Change / add to this role as necessary.

After logging into an Admin account, you can access owner account profile entries by going to the Formidable -> Entries in the Wordpress Dashboard.

Filter the entries by selecting the Website Account Registration form from the dropdown at the top of the page that indicates ‘View all forms’ as the default filter.

You should then be able to use the search at the top right to find the record.

Select to Edit the record, update the field(s) then select the blue Update button at the top right.

Don't forget to clear server cache.

The owner can also change many of the fields associated with their account. They need to login to their owner account, click the View link on their entry in the Members Directory, the click the Edit link when viewing their profile.

To find the owner's email account information, select 'Users' from the Wordpress Dashboard.

You can search for the owner's record at the top right where you see the button labeled 'Search Users.' You should be able to search against the owner's first or last name.

The username and email used for each account must be unique.

This information may be needed by the owner when trying to reset their password.

Either the username or email address can be used in the Username field on the login / logout form.

If a website owner tries to login with an invalid username or password, they will be blocked for two weeks from trying again by the Wordfence plugin. The owner will get a notification that they have been blocked.

To unblock them from logging in, do the following:

In the Wordpress Dashboard, select:
Wordfence -> Firewall. Then select the Blocking tab at the top of the page. Select the checkbox next to the owner's information then select THE 'UNBLOCK' button.

Once unblocked, the owner will be able to reset their password. Here's an email that you can copy and paste - edit to include the owner's name, email account and username information:

Hi ________,

I've unblocked your Heritage owner account. Your account uses your _______________ email account and the username:

_______________

If you need to reset your password, please take the following actions:

1) Go to the website HOA page and select the Login link at the top right of the screen.
2) Once on the HOA Login/Logout page, please select ‘Forgot your password?’ to reset your password.

The reset link will be included in an email sent to the above email account.

Please let me know if you have any questions.

If an owner sends a request for a new owner website account, you may want to check to make sure they already don't have one that is active. If they do...

1) Check to make sure they have not been blocked:

To unblock them from logging in, do the following:

In the Wordpress Dashboard, select:
Wordfence -> Firewall. Then select the Blocking tab at the top of the page. Select the checkbox next to the owner's information then select THE 'UNBLOCK' button.

2) Send an email - replace the username and email account information:

Hi _________,

It looks like you already have a Heritage website account setup.

The username is: _____ and uses the email address: _______________

If you need to reset your password, please take the following actions:

1) Go to the website HOA page and select the Login link at the top right of the screen.
2) Once on the HOA Login/Logout page, please select ‘Forgot your password?’ to reset your password.

The reset link will be included in an email sent to the above email account.

If you need to update your information, you will find a View link on the Members Directory for your entry. If you click this, it will take you to your information. Just click the Edit link and you will be able to make updates.

Please let me know if you have any questions.

Most sincerely,