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NOTE: You do not have to complete this form fully. You can enter in as much or as little information you have now update it later. Click the “Submit” button once you’ve entered in all the information you have.
In the Client Profiles Archive, you'll see a list of all the Client Profiles.
Hover your mouse over the Client Profile you wish to update and click "Edit". Do not click "Quick Edit" or "Trash". You will be taken to the Client Profile Update screen.
This is where you’ll update the client & build information throughout the rest of the project. You’ll use the tabs to navigate to the information you wish to update. Once you’ve made your updates, be sure to click the blue “Update” button in the top right corner to save and publish your updates. BE SURE your updates are correct because emails will be sent to your client each time you publish an update! See the “Client Notifications” section to see what notifications your client is receiving.
NOTE: NEVER update the “Select Client” or “Author” field. This will cause a major break in the profile. They should always match. STOP IMMEDIATELY, do not click anything else and see the Troubleshooting section if you accidentally change this field OR if you see that these two fields do not match.
Updating the Pre-Start Stage or Construction Stage
Adding a Weekly Update
Meetings and dates for HOA applications can be input in the "Meetings & Important Dates" tab. Be sure to click the blue "Update" button to save your updates. The client will receive an email notifying them of the date. See the "Client Notifications" section to see what notifications your client is receiving.
This is where you’ll update the build information throughout the project. You’ll use the tabs to navigate to the information you wish to update. Once you’ve made your updates, be sure to click the blue “Update” button on the right hand side to save and publish your updates. BE SURE your updates are correct because emails will be sent to your client each time you publish an update! See the “Client Notifications” section to see what notifications your client is receiving.
NOTE: NEVER update the “Select Client” or “Author” field. This will cause a major break in the profile. They should always match. STOP IMMEDIATELY, do not click anything else and see the Troubleshooting section if you accidentally change this field OR if you see that these two fields do not match.
To removed a builder note, DO NOT DELETE IT. Just select "No" under the "Activate Builder Note" field. This will deactivate the builder note and the client will no longer be able to see it.
If you need more than 5 builder note spaces, contact the website administrator.
You will create both the client Username (also known as “Family Name”) and Password when you create a new Client Account.
The client can use either their Username or Account Email to login to their Build Dashboard.
Your client will receive an email sent to their Account Email that contains their login credentials: Username & Password.
You can view what a clients Username is by clicking on “Client Account” in the lefthand menu. The Username for each client is listed in the Username column. The account email is listed in the Email column. The Username CANNOT BE CHANGED. The Account Email can be updated by the client OR by D&S.
To view and/or update a Client Account, hover your mouse over the client you wish to view and click “Edit”. DO NOT CLICK DELETE OR VIEW!! This will cause a major break in the Client Portal.
You’ll never be able to see a Client’s password. You will be able to set them a new password (that you choose) by clicking the “Set New Password” button or you can send them a link so that they may update their own password. Both of these options should only be used if the client has forgotten their password or cannot log in for some reason.
This is also where you can update a Client’s Account Email. Ignore the “Nickname”, “Website”, and “Hide Admin Area” fields.
Be sure to click the blue “Update User” button to save any updates you made.
NOTE: THE “SEND RESET LINK” OPTION WILL NOT WORK IF YOUR CLIENT IS USING THE SAFARI BROWSER ON DESKTOP. ASK THEM DO USE ANOTHER BROWSER OR RESET THE PASSWORD YOURSELF. THIS OPTION WILL WORK FOR THE MOBILE SAFARI BROWSER.
A client can also initiate a password reset by clicking the “Lost your password?” prompt. They will need to know and have access to their Account Email to reset their password.
NOTE: THIS WAY DOES NOT WORK USING THE SAFARI BROWSER ON DESKTOP!! IF YOUR CLIENT GETS A “PASSWORDS DO NOT MATCH” ERROR, ASK THEM TO USE ANOTHER BROWSER OR RESET THEIR PASSWORD YOURSELF. HIS OPTION WILL WORK FOR THE MOBILE SAFARI BROWSER.
This is the page the client will see when they click “Edit/Update Account”. They’ll be able to change their password and see/update their Account Email.
Clients will log in through the same link that Dunn & Stone admin log in. This is the first page a client will see. They can choose to view the Build Dashboard or View/Update Account.
Here is a list of all the email notifications each client will receive and what triggers them.
Notification: Your Login Credentials
Trigger: When the “Add New Client Account” form is filled out and submitted.
Recipients: Account Email
Email Content:
Hello [Username]! You have successfully been registered in the Dunn & Stone Builders Client Portal. You’ll be able to view build progress, weekly updates, and other information about your new home during the build. Here is your login information:
Login URL: dunnandstonebuilders.com/dashboard
Username: [user:username]
Password: [acf:password_for_email]
Thank You,
Your Team at Dunn & Stone Builders
Notification: You have a new Weekly Update!
Trigger: When the “Weekly Update Message 1 (or 2, 3,… etc.)” field has text added OR deleted it will trigger this email.
Recipients: Account Email, Client One Email, Client Two Email, Additional Email, Realtor All Updates Email, Realtor Weekly Updates Only Email
Email Content:
Hello [Username]!
You have a new weekly update!
Please visit the Client Portal to view it.
Thank You!
Your Team at Dunn & Stone Builders
Notification: You have a new Builder Note!
Trigger: When the “Builder Note 1 (or 2, 3,… etc.)” field has text added OR deleted it will trigger this email.
Recipients: Account Email, Client One Email, Client Two Email, Additional Email, Realtor All Updates Email
Email Content:
Hello [Username]!
You have a new builder note!
Please visit the Client Portal to view it.
Thank You!
Your Team at Dunn & Stone Builders
Notification: Your Interior Design Meeting Has Been Scheduled
Trigger: When the “Interior Design Meeting” field has text added OR deleted it will trigger this email.
Recipients: Account Email, Client One Email, Client Two Email, Additional Email, Realtor All Updates Email
Email Content:
Hello [Username]!
Your interior design meeting has been scheduled for [Date of Meeting].
You can find this date documented in your Client Portal.
Thank You!
Your Team at Dunn & Stone Builders
Notification: Your Exterior Design Meeting Has Been Scheduled
Trigger: When the “Exterior Design Meeting” field has text added OR deleted it will trigger this email.
Recipients: Account Email, Client One Email, Client Two Email, Additional Email, Realtor All Updates Email
Email Content:
Hello [Username]!
Your interior design meeting has been scheduled for [Date of Meeting].
You can find this date documented in your Client Portal.
Thank You!
Your Team at Dunn & Stone Builders
Notification: Your Builder Intro Meeting Has Been Scheduled
Trigger: When the “Builder Intro Meeting” field has text added OR deleted it will trigger this email.
Recipients: Account Email, Client One Email, Client Two Email, Additional Email, Realtor All Updates Email
Email Content:
Hello [Username]!
Your builder introduction meeting has been scheduled for [Date of Meeting].
You can find this date documented in your Client Portal.
Thank You!
Your Team at Dunn & Stone Builders
Notification: Your HOA Application Has Been Submitted
Trigger: When the “HOA Application Submitted” field has text added OR deleted it will trigger this email.
Recipients: Account Email, Client One Email, Client Two Email, Additional Email, Realtor All Updates Email
Email Content:
Hello [Username]!
Your HOA application was submitted to your community HOA on [Date of App Submit].
You can find this date documented in your Client Portal.
Thank You!
Your Team at Dunn & Stone Builders
Notification: Your HOA Application Has Been Approved
Trigger: When the “HOA Application Approved” field has text added OR deleted it will trigger this email.
Recipients: Account Email, Client One Email, Client Two Email, Additional Email, Realtor All Updates Email
Email Content:
Hello [Username]!
Your HOA application was approved on [Date of App Approval].
You can find this date documented in your Client Portal.
Thank You!
Your Team at Dunn & Stone Builders
Problem:
You accidentally deleted a Client Account or Client Profile.
Solution:
Don’t panic but also don’t do anything else, don’t click any more buttons, and contact the Website Administrator.
Problem:
If you see a lock symbol in the row of the client you’re needing to update it means someone else has their Client Profile open.
Solution:
Contact the person who has the profile open and ask them to update and exit.
OR
If you know that no one is in the profile and lock symbol is still present, you can choose to edit the account and “Take Over”.
Problem:
Your dashboard looks wrong.
Solution:
Log out by hovering over “Hi there, [Username]” and selecting “Log Out” and try logging in again. If this continues to happen, log out of the site, clear your browser history, and log in again.
Problem:
You clicked “Add New” at the top of the “Client Account” archive page instead of clicking the “Add New Client Account” button on the Sales/Design Dashboard.
Solution:
Click “Dashboard” in the lefthand menu and click the “Add New Client Account” button on the dashboard.
Problem:
You clicked “Add New” at the top of the “Client Profiles” archive page instead of clicking the “Add New Client Profile” button on the Sales/Design Dashboard.
Solution:
Click “Dashboard” in the lefthand menu and click the “Add New Client Profile” button on the dashboard.
Problem:
You added a new Client Account but when you go to create their Client Profile they are missing from the “Select Client” dropdown.
Possible Cause & Solution:
You didn’t select “Author” in the “Client Role” dropdown when you created the Client Account. Here are the steps to determine if this is the reason:
The reset password link on the login page DOES NOT work if the client is using the desktop version of the Safari browser. If they are trying to reset their password by using the “Lost Password” link on the login page OR if you are sending them a reset password link through the “Send Password Link” in their user account they will need to complete this process by using a different browser. However the mobile version of the Safari browser DOES work.
