Give Superkey access to Vantaca

Before you start

• You need a Vantaca user who can manage Users, Roles and Responsibilities. This is usually your Vantaca administrator.
• In Vantaca, a user can only sign in once it has a Responsibility. A Responsibility pairs a Role (what the user can do) with the associations it can see. Without one, sign-in fails with "Invalid Login Information!".
• Use insurance@superkey.com exactly. Our team monitors that inbox, and sign-in codes must reach it.

Steps

1. Create the user

   Go to Settings › Users › New User and enter:

   First Name

   Superkey

   Last Name

   Insurance

   Login

   superkey.insurance, or your usual format

   eMail

   insurance@superkey.com

   Cell Number

   (207) 770-5673, our team's shared line. Texts to it land in our shared inbox.

   Require 2 Factor Authentication

   Checked, if your company uses it

   Set a temporary password and click Update.

2. Choose a view-only role

   Vantaca's built-in Outside Accountant role is a view-only role made for outside firms. Use it if it can view these areas. If it can't, copy it under Settings › Roles › Copy, name the copy Superkey (view only), and turn on View only for:

   Area in Vantaca	What we use it for
   Association (including Edit Association, view only)	Legal name, tax ID, number of properties
   Association › Insurance	Current policies on file
   Board/Committee Members	Board contacts for renewals and certificates
   Homeowner List, including Export to Excel	Owner and unit roster for the schedule of values and master policy certificates
   Homeowner details	Community and unit addresses
   Documents	Governing documents, budgets and reserve studies
   Vendors	Your communities' insurance and service vendors

3. Create a Responsibility

   Go to Settings › Responsibilities › + New Responsibility. Name it Outside Accountant – Superkey (or use your copied role's name), pick the role from step 2, and click Update.

4. Assign the user and all associations

   Open the new Responsibility.

   • On the Users tab, click + Assign New User and choose the Superkey user.
   • Under Portfolios, click + Add Portfolio and choose All. New associations are then included automatically.

   If you'd rather limit access to the associations Superkey insures, use the Associations tab instead and tick each one.

   Give this user only this one Responsibility. If a user has two, Vantaca applies the stronger role's permissions everywhere.

5. Check two-step verification

   Your company-wide setting is under System › System Settings › Security › Two Factor Login. Either setting works for us: "Required for all users", or "Users can be enabled individually" with the box from step 1 checked. Codes go to insurance@superkey.com or by text to (207) 770-5673, and are good for 15 minutes.

6. Send us the sign-in details

   Vantaca doesn't email new users their login. Email insurance@superkey.com with your Vantaca company ID and the Login from step 1. Don't put the password in the same email; call us at (207) 770-5673 with it instead. We'll change it when we first sign in.

Prefer an API connection?

Vantaca offers API access to partners. If you'd rather connect Superkey that way, tell us and we'll coordinate with Vantaca.