Dashboard
Understand the resident home page, account snapshot, action prompts, updates, events, and shared documents.
Overview
The resident dashboard is the first page residents see after signing in at /portal. It summarizes the resident's linked homeowner record, current account status, latest board updates, upcoming public events, and recently shared public documents.
If the signed-in account is not linked to a homeowner profile, the page redirects to onboarding. A resident only sees records attached to their own homeowner ID and community.
What Appears on the Dashboard
| Area | What it shows |
|---|---|
| Welcome header | Community name, resident first name, and unit/location when available |
| Hero status | Payment alert, open violation count, and all-clear state |
| Action required panel | Direct links to unpaid dues, open violations, or active requests |
| Quick actions | Payments, Requests, Documents, and Messages |
| Status cards | Current balance, violation status, and active request count |
| Latest updates | Recent published portal announcements |
| Next up | Upcoming public calendar events |
| Helpful documents | Recently uploaded public documents |
The dashboard is intentionally action-first. If something needs attention, the relevant card links to the exact resident page instead of making the resident search through the portal.
Account Status Logic
The dashboard checks three resident-specific signals:
- Outstanding dues - the latest pending or late dues payment for the resident.
- Open violations - violations with
openorescalatedstatus. - Active requests - maintenance requests with
open,assigned, orin_progressstatus.
If none of those signals exist, the resident sees an all-clear state. If one or more signals exist, the dashboard shows an action-required panel with one card per issue.
Payment Alerts
If a resident has a pending or late payment, the dashboard shows:
- The amount due
- The due date
- Whether the payment is overdue
- A call to action
The payment button depends on the HOA's Stripe Connect setup:
| Connect status | Dashboard behavior |
|---|---|
| Active with account ID | Shows a Pay Now path through the Payments page |
| Not connected or restricted | Sends residents to payment instructions and board messaging |
The dashboard does not create payments. It only reads existing dues payment records generated by the board dues workflow.
Quick Actions
The quick action cards route residents to common workflows:
- Payments - current balance, payment history, receipts, and online payment when enabled.
- Requests - submit or track maintenance/community issue requests.
- View documents - access board-shared public files.
- Messages - contact the board through the resident-board conversation thread.
Latest Updates
The dashboard shows the most recent published announcements that are visible in the resident portal. To appear here, an announcement must:
- Belong to the resident's community
- Have been published
- Not be deleted
- Use the
portalorbothchannel - Not be expired
Pinned announcements are ordered ahead of unpinned announcements.
Next Up
The Next Up panel shows upcoming public community events. Events must be marked public by the board to appear in the resident portal. Board-created meetings are shown in the resident calendar only when they are community-visible meeting types, such as annual or special meetings.
Helpful Documents
The dashboard shows up to three recent public documents. A document appears only when the board has marked it public. Resident downloads use signed links that expire, so the file URL in storage is never exposed directly.
Notifications and Tutorials
The resident header includes the notification bell and theme toggle. The dashboard also has a resident tutorial that can introduce:
- The account snapshot
- Quick actions
- Status cards
- Updates
- Upcoming events
- Documents
- Notifications
- Theme and profile controls
Residents can rerun or reset tutorials from Settings.