You can adjust the text displayed on the Certificate of Insurance (COI) menu that a member sees in their member portal to match your organization's COI policy. You can update this text globally in the system settings or customize the text per property. For information about adjusting the other menu tiles in the member portal, see Customizing the member portal menus.
This article describes the process for updating the COI text.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
Changing the COI menu text globally
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Details screen appears.
Select Customer Portals in the side menu, then the Member and Home Page tabs.
Locate the Move-In Manager tile in the grid.
NOTE: The tile name might differ if your organization has updated the tile name.
Click the edit button next to the tile. The Move-In Manager tile menu appears.
Click Edit. Adjust the COI Description field as desired.
Click Save.
Changing the COI menu text per property
Select Properties in the top menu.
Locate the property in the grid and click the property's name. The Property Spaces screen appears.
Select Member Portal in the side menu. The Events menu appears.
Select the COI tab.
Click the edit button. Modify the description as desired.
Click Save.
NOTE: Properties with their own COI description do not use the system's COI description.