To create your unique Login credentials, you will need your 16-digit Account number (as printed on your coupon): IF YOU DO NOT HAVE YOUR COUPON......s

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1 CommunityPro PORTAL TUTORIAL For BOARD MEMBERS To: Register & Learn to Navigate in CommunityPro PORTAL BOARD ROOM Login & Access Ledger Balances & Make Assessment Payments This tutorial is designed to help Board members Login to the CommunityPro PORTAL Board Room. Through CommunityPro PORTAL Board members can view their Association financial information in real time 24/7, retrieve on-demand reports. Sentry Website & CommunityPro PORTAL System Requirements - Windows 7, 8, 8.1, 10 Operating System - Internet Explorer 11 (IE 11) - Mozilla Firefox Operating system and browsers not listed above will experience compatibility issues with the website, as they are missing the modern components necessary for display, navigation, and functionality. The site is compatible with ipad/safari and works on the iphone, but it is not optimized for it. make sure you are running the latest OS on your mobile device. Thank you and we hope you enjoy using Sentry management's exclusive CommunityPro PORTAL. 1. To begin, please go to: and click on MY ACCOUNT. 09/2018 Page 1 of 13

2 To create your unique Login credentials, you will need your 16-digit Account number (as printed on your coupon): IF YOU DO NOT HAVE YOUR COUPON......simply call Sentry s Customer Service Team at Monday through Friday (8:30 AM to 7:00 PM ET) OR contact your Community Association Manager. 2. You are now at the Homeowner Login Page used by both Board members and Homeowners (as Board members you are also Homeowners). Click on "New User Registration". 3. This opens to the New User Registration Page. (a) Fill in all required fields. Please note: your address, User ID (choose a User ID that is alphanumeric, up to 8 characters) and Password (can be alphanumeric, 5 to 20 characters) are ALL case sensitive. An will be sent from Sentry confirming your User ID for future logins. Important Information! As stated in the Sentry Privacy Policy: Your property address, phone number & address is not shared or otherwise provided to any third party (excluding those who assist in operating and providing services) unless statutorily required. We use your Name and Address as recorded in county and state records which is public information. 09/2018 Page 2 of 13

3 In order to receive pertinent and current information about your community you should allow your address to be used for both receiving correspondence and blasts (eblasts). Remember--this information is not shared with third parties. An will be sent confirming your User ID (Name) for all future Logins. User ID must be alphanumeric, up to 8 characters and is case sensitive. Password must be alphanumeric, 5 to 20 characters and is case sensitive. Should you opt out of receiving your assessment coupons because you pay by echeck, credit/debit card or AutoPay, upon approval of your community's annual budget you will still be mailed one coupon which simply provides your 16-digit Account # and amount of your new assessment. (b) Type your 16-digit Account # into this text box. (c) Put a checkmark in the Box I have read the Terms..." then click on Register. 09/2018 Page 3 of 13

4 4. Now that you are registered as a Homeowner the "Homeowner Login" screen will appear again. Simply enter your newly created Login credentials User ID (Name) and Password then click on the yellow "Login" button. If you forget your Password click here. You will receive in your a temporary password that is issued through an automated system. Then you will be prompted to enter a new password (you can reuse your original password if you like but it's not required). If you forgot OR need to change your User ID, simply us at: website@sentrymgt.com and we will RESET your User ID & Password the next business morning. This wipes out your old information allowing you to re-register again. You can reuse your original password if you like but it's not required. However, your User ID must be completely different than what you may have used before. Our SMI Information Department Hours are 8:30am to 5:00pm Monday to Friday EST. 5. Once logged in you see Your Name and your Community Manager s name and to the left of that you see Menu Items starting with Close (Log Out) and ending with Terms/Privacy Policy. 09/2018 Page 4 of 13

5 HOW TO MAKE PAYMENTS Homeowners can make payments from either: Option #1 - CommunityPro PORTAL, OR Option #2 - Sentry Management's Website Opt #1 - From your Association's PORTAL the Online Payment Options are available via a direct link to be selected as a Menu Item. HINT: While in the PORTAL, you can check your current account balance before making your payment. Click on "Your Ledger Card" for your current balance due. Opt #2 - From the Sentry Management Website just click on Make a Payment. 09/2018 Page 5 of 13

6 Online Payments are made through third party vendor websites separate from Sentry's website and PORTAL. Since these are vendor websites, your unique Sentry PORTAL login can NOT be duplicated. In order to make online payments you need to create an additional unique login credential at the vendor websites. Once you select a payment option, then follow their prompts. Your Association 16-digit Account number(s) is always required to complete any transaction. Simply select a payment option below and follow the prompts. Remember: 1) Prior to making your payment if you need your current balance you should access your Ledger Card through the PORTAL to view your balance. From the Sentry website click on My Account and Login to your Association s PORTAL and select Menu Item Your Ledger Card. 2) It is NOT required to Login within the CommunityPro PORTAL to make your payment. PAYMENT OPTIONS 09/2018 Page 6 of 13

7 BOARD ROOM PORTAL NAVIGATION TUTORIAL 1. Now that you are Registered simply Login to the Portal where you see your name and your Community Manager s name and to the left of that you see Menu Items starting with Close (Log Out) and ending with Terms/Privacy Policy. In the middle of these topics you see Board Room. (Remember - only Homeowners that are Board members will see the "Board Room" as a menu item. 2. Select "Board Room" and five additional bullet items will open: Property Profile, Homeowner Profiles, Financial Package, Board Room Reports & enewsletters. Remember... this view/access is for Board Members only. 09/2018 Page 7 of 13

8 "Property Profile" includes all important detailed information concerning every aspect of your property made available within our workspace and to you as the Board of Directors. The ribbon at the top of the page includes with selectable links for an array of categories. a b. c. b. a c. d. f. e. d. e. f. 09/2018 Page 8 of 13

9 "Homeowner Profiles" will display a review of all homeowner's information/ledgers and Violation Letters. Search Select Profile Homeowner Profile Rules and Regulations Note: Here you can see a PDF of the violation letter sent to a Homeowner. Ledger Card opens to display account history and current Account balance. Ledger Card 09/2018 Page 9 of 13

10 "Financial Package" allows a Board member to build their package with the content desired by simply checking the boxes provided. Change Period Ending Date (mmyyyy). LAST PERIOD PREPARED Indicates the latest Financial Completed and now available in the "Information Center" menu item. Should there be a question concerning your Association's financial reports, a direct link to our General Ledger Help Desk is available for questions. To send an to the Help Desk use the "CLICK HERE" feature and send your question(s) directly to our General Ledger Help Desk. Tutorial for the Financial Package Contains all the information needed to be fully aware of your Association's financial position. Please see example of the first page (print screen view) for the Balance Sheet as "Displayed". 09/2018 Page 10 of 13

11 The "Information Center" button contains your Association's Governing Documents, Rules & Regulations, Architectural Application and any other Board approved documents. These PDF files can be opened, reviewed, "saved as" and/or printed. The "envelope icon" s directly to any address. Since Homeowners are provided access into the Information Center, (Board only) simply indicates a documents' level of security. Board Members will know when the latest Financial Package is ready as our General Ledger Department will post availability as an Archived Accrual Financial Report in the Information Center. In the Date column 08/11 is the mm/yy of the Financial Report and in parenthesis (mm/dd) indicates actual date placed in the Information Center. The Information Center also includes a Sentry Information Cabinet containing details regarding our additional CommunityPro communication services. Open documents as PDF to view, save as or print... documents directly from the Information Center Important! The Information Center & Calendar are available for use by any Association simply by providing access rights to a duly appointed Board member. This appointed Board member would be the Administrator for this file and allowed to place new or archived documents and/or pictures into additional file drawers within the Cabinet for their Association. The Administrator will also have access to the Association Calendar to place future up coming events for your Community there. 09/2018 Page 11 of 13

12 Board Room Reports provide you as a Board Member the ability to make your own (ad hoc) report for any period of time. Just select any report to open. Property Notebook - Shows all violation letters written to owners - just click on "Submit Form". Accounts Receivable Report - Gives current report of owners delinquent on their accounts - just click "Submit Form" Cash Receipts Summary - Shows each owner's payment on the day posted. Make sure before hitting "Submit Form" to type in the Month & Year to print (MMYYYY). (It won't actually print). Good resource for those who are use to "cash accounting". Purchase Journal - Shows all bills paid and the description of how they are coded. On this report you must fill in "Beginning Date" and "Ending Date" plus the beginning and ending "Chart of Accounts" (COA). Put 4000 for the Beginning Chart and 9999 for Ending Chart. (It's great to run a report at budget time for the upcoming year.) For this example, just put for Beginning Date and for Ending Date. Then hit "Submit Form". General Ledger - Just hit "Submit Form" and this report will automatically give you the full year of every transaction in every COA number that has transpired for that year (Income and Expenses, and Reserves). 09/2018 Page 12 of 13

13 The Community Builder - A value added service, these newsletters will provide educational information helpful for Board members as a knowledge based resource available to you 24/7. Remember Requirements Below: Info: Sentry Website & CommunityPro PORTAL System Requirements - Windows 7, 8, 8.1, 10 Operating System - Internet Explorer 11 (IE 11) - Mozilla Firefox Operating system and browsers not listed above will experience compatibility issues with the website, as they are missing the modern components necessary for display, navigation, and functionality. The site is compatible with ipad/safari and works on the iphone, but it is not optimized for it. make sure you are running th e latest OS on your mobile device. Thank you and we hope you enjoy using Sentry management's exclusive CommunityPro PORTAL. 09/2018 Page 13 of 13