OmniPM

Signing in

Each role signs in differently — a password, an emailed code, or a link that is itself the credential.

There is no single login. Each portal uses the method that suits how and where its people work.

PortalHow you sign in
DashboardEmail and password, or a 6-digit PIN sent to your email. A forgotten password is reset from the login page.
Resident portalEmail, then a 6-digit code — no password to remember or leak.
Owner portalEmail, then a 6-digit code. Only registered owners can get in.
ContractorNo sign-in. The job link itself is the credential — which is exactly why it can be revoked.

The resident, owner and dashboard sign-in pages open with the same Resident · Owner · Staff switch, so anyone who lands on the wrong one is one tap from the right one. A company's own website can link to these pages with its name; they then show that company's logo and a link back to its website.

Emailed codes expire quickly

The code a resident or an owner receives is deliberately short-lived: it expires after 10 minutes. It works only on the screen where it was requested, and once a new one is sent, only the newest works there.

This is the source of most "the code doesn't work" reports, and the answer is almost always the same: it was requested a while ago, an older code was typed after a newer one was sent, or it was typed on a different screen from the one that asked for it. Send a new one. Too many requests in a short time are slowed down: the screen asks them to wait and try again.

Once in, a session lasts about a week before it has to be renewed.

A code is not a way to share a portal. A resident whose partner also needs access should not pass codes along: register the second person as a co-occupant instead.

The dashboard

Email and password, or a 6-digit PIN sent to your email: choose Sign in with email PIN on the login page. Every dashboard account can use either, office staff and field staff alike.

Forgot your password? Choose Forgot password? on the login page, type your email, and enter the PIN we send you together with a new password. You are signed in straight away. A workspace administrator can still set a staff member's password under Settings.

Because a PIN arrives by email, whoever can read an account's inbox can get into that account. Keep that email account secure.

Housekeepers and maintenance staff sign in at the same dashboard, narrowed to their role. Their accounts have no shared starting password: the first time in is with a one-time code emailed to them, after which they set their own password under the lock icon at the top of the screen — and can change it the same way later. When someone leaves, their coordinator switches the account off and it stops working immediately.

Which screens an account can then reach depends on its role, not on where it signed in. See Roles and portals.

Contractors

Contractors get no account at all. A share link for one maintenance project is the whole credential.

Because the link is the credential, anyone holding it has the access it grants — and that includes the building handbook, entrance codes and WiFi. Set an expiry, and revoke it when the job is done. See The maintenance model.

Guests

Short-stay guests never sign in. They arrive through a tokenised check-in link, complete registration and read the handbook for their stay. The token is the access, and it is scoped to that one booking.

When someone cannot get in

  1. Are they using the right portal? A resident trying the dashboard login will never succeed — the account does not exist there. The switch at the top of every sign-in page takes them to the right one. See Who uses it.
  2. Is the code stale, or an older one? Send a new one, and use the newest.
  3. Is the email the one on the record? Sign-in matches the address held on the reservation or owner record, not any address the person also owns.
  4. For owners: they must be registered. An unregistered owner gets no code, because there is nowhere to send it.

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