Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

There are two ways to add an email address for an existing AgencyCloud user which depend on whether your user accounts are managed by a central administration team or by individual users themselves

Follow the relevant section below:

  • For admin users with permission to manage other AgencyCloud users - see section a

  • For standard users with permission to manage their own user account only - see section b

a. For admin users with permission to manage other AgencyCloud users

  • From AgencyCloud, open Configuration > Setup Negotiators screen
    This requires you to be logged in as a user with permissions to manage your own negotiator records

  • In the Negotiator and User Setup screen, select the user you wish to add an email address for and click the Advanced tab

  • Click Installation Options > SUMS Options > Add e-mail address

  • Click Yes when prompted, then enter the user’s email address in the box displayed and click Accept when done

Info

If the email address entered in step 4 is not unique, i.e. an AgencyCloud user that uses this email address already exists, you will not be able to add the email address

A new unique email address or email address alias will be required instead

b. For standard users with permission to manage their own user account only

From main menu:

  • Click your name/office in the top left corner of the screen, then click Edit My Details

    Image RemovedImage Added
  • From the Update My Details screen, next to E-mail, click Add then enter your email address

  • Click Save to finish

...

  • Your account may be inactive and will need to be reactivated by Reapit Support

Tip

Approval is needed from your company's Reapit key contact/self-service administrator in order to reactivate your account - click here to use this form

...

Topics relating to when

...

managing adding/editing user details on AgencyCloud

Does it change how I add/edit user details when we use Reapit Connect to log in?

...