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

1. Add new user details

• 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

• 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 user

• Locate the user to be removed, select when found

• Tick Negotiator is inactive (top right, beside user Code)

• Click Save

2. 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