Page Comparison

1. Access system menu

From main menu:

• Click user name/office

• Select Configuration and click Setup Negotiators
  
  The Negotiator and User Setup screen is displayed, see next step

2. Negotiator and User Setup screen

• The Negotiator and User Setup screen is displayed

• All active and inactive users are listed on the left side, with the selected user details shown on the right

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1. Add new user details

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• Click the Add button (top left)
  This action clears the right side of the screen, ready to add the new user details

• Enter the following details, an asterisk* denotes required information

  • Code*: enter a 3 or 4 digit unique code, often based on user initials, e.g. TMS, TMS1

  • Name*: the user’s first and last name, e.g. Tim Smith

  • Office*: select the office the user is associated with

  • Contact*: enter the user’s email address, this is an essential task as it ensures the user’s login will function correctly (contact numbers can also be entered, but this is optional)

  • Job Title: used for information purposes across the system, can be inserted in letters/emails

  • Letter Name: useful if a more formal sign-off is to be used in letters/emails generated within the system, e.g. Timothy M Smith, RICS

  • Login: N/A, leave blank

  • Password*: enter a unique password for this user which must contain a minimum on 6 characters

  • Image: upload the user’s photograph (which is then used on the main menu/Organiser)

2. Save new user & add to SUMS

On screen shown in step 1:

• Click Save (top right)

If prompted to add user to SUMS:

• Click Yes

3. Enter credentials

In the Confirm Credentials screen:

• Enter the E-mail address and Password you use to log into AgencyCloud and click Accept
  

• A message will be displayed to confirm adding the user has been successful
  
  Before exiting the Negotiator and User Setup screen, click the Advanced tab - see next section

4. Approvals section

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• Approval Limit - click set and select the required limit from the drop-down menu
  Limits offered are dependent on configuration

• Approval Offices - click linkand select the required office(s), or leave blank for all

5. Advanced section

On the Advanced tab, extra features and functions can be added for the selected user:

• Template editor: when ticked, the user will be given access to the Letter Template Editor, an inbuilt tool for adding/editing letter templates used across AgencyCloud - for more information on using the Letter Template Editor, use this guide:
  Using Letter Template Editor to create, edit and distribute letter templates

• Screen scaling: this setting affects the screen size for this user - users can also change this themselves via the update/edit my details screen - for more information, use this guide:
  Change personal details (edit my details)

• Organiser, Enable internet registrations functionality: when ticked, allows portal enquiries to be accessible by this user via the Internet Registrations option on the Organiser - for more information, click here: Internet Registrations (portal leads)

• Click Save then click Exit (top right)

1. Select the user to transfer data from

• On left side of screen, select user to transfer the data from
  

• Click Transfer (top left)

2. Select the user receiving the records

• Tick beside the user who is to receive the transferred records
  

• Click Select

3. Select records

• Choose which record types should be transferred - choose between:
  i. All records
  OR
  ii. Individual records
  
  See sections 3i & 3ii below

3i. All records

In the screen shown in step 3 above:

• Choosing All records transfers each record type with no further options given

• Click Accept to start the transfer process

Confirmation messages are displayed at each stage allowing you to choose Yes/No to confirm the transfer

3ii. Individual records

If the records to be transferred need to be shared across a number of existing users, individual record types should be selected

In the screen shown in step 3 above:

• Select a record type and click Accept
  The records to be transferred will be displayed in a grid

• Use the tick box to the left of the record to select which records are to be transferred to the selected user
  To aid selection, column headings can be clicked for usual grid sorting/filtering options and use the top left tick box to de-select all records

• Click Exit to start the transfer process
  Repeat as needed for each record type to be transferred to this user, then repeat the whole process for each negotiator to transfer data to