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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

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titleUse of configuration options - good practice advice

We would like to share our experience to help you successfully take on the configuration of your own Agency Cloud environment; the advice and guidance outlined here is based on many years of working with Reapit Agency Cloud with all of our client-base.

  • Always determine what outcome/challenge you are trying to address before considering any change; avoid the desire to scour options to 'find something new'
  • We recommend that you start by looking to align configuration, on paper, to your business processes, policies and service levels before mapping to Agency Cloud configuration
  • Nominate one person who will have responsibility for applying changes; ensure changes are managed formally and controlled (this also help our Support teams)
  • Consider the impact on your customers and - more importantly - your staff; how will the change be communicated and trained out - the adoption of change comes from understanding why and the value to be derived
  • Avoid the temptation to create a myriad of configuration options - complexity serves to confuse, rather than clarify and focus staff
  • Avoid reactive/unconsidered changes to configuration; as the saying goes - change in haste, repent at leisure!
  • If in doubt, seek assistance - talk to Reapit Support or your Customer Success Manager who can offer advice
Warning
  • DO NOT REMOVE / DELETE CURRENT ENTRIES FROM SYSTEM CONFIGURATION
  • ALWAYS VERIFY YOUR CHANGES BEFORE APPLYING TO ALL STAFF
    See Testing configuration changes below for more information




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titleGetting started - accessing Configuration options & System Configuration screen

This section outlines how to access the configuration options available to you (as outlined in the earlier section entitled Configuration business options):

1. Access Configuration menu and options available

  • Click name/office top left of the main menu

  • From the System menu, click Configuration

    The options displayed will depend on the level of access to configuration you have
  • Selecting System Configuration displays the screen shown in step 2

    Other Setup options are available below this



2. System Configuration options

On the System Configuration screen:

  • Use the tabs along the left side of the screen to access the required section


3. Saving changes

  • After making any updates, click Save (bottom right)

Info
titleWarning

Be careful when making changes that impact Company level - see Testing configuration changes below for more information



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titleHow to request Support

Any advice or guidance you require must be raised via the Reapit Service Portal by clicking this link and selecting 'Configuration Control (Restricted' for case category.  If you do not do this, then your queries will not be directed to the correct team.

The Service Desk are not positioned to handle configuration queries/issues that originate from the client directly, due to the complexity.

All support provided is based on a reasonable endeavours basis only and we do not offer Service Level expectations for this.


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