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This guide has been reviewed against our global client base and classed as relevant to all regions

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1. Access setup negotiators screen

From the main menu:

  • Click your name/office (top left)

  • Click Configuration and select Setup Negotiators

    Image RemovedImage Added

2. Setup internet registrations functionality

From the screen above:

  • Select required user on left and select Advanced tab (top right)

  • To allow/disallow internet registrations functionality for this user ????????

    • Tick Enable internet registrations functionality

    • Offices - indicates which offices portal leads will be received by this user (if blank, internet registrations will be received for the user’s office only)
      Where permitted, further offices can be added to allow that office’s leads to be displayed in this user’s internet registrations screen in AgencyCloud
      ADD SCREENSHOT

Info

The setup negotiators screen is one of several configuration areas within AgencyCloud where access can be given to authorised users - for more information on using this screen, see this guide:
Add a new user, remove a user and transfer data between users

For more information on further configuration areas within AgencyCloud where access can be given to authorised users, see this page: Self service configuration options for AgencyCloud

For more information on internet registrations functionality, click here:
Internet Registrations (portal leads)

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Excerpt
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From AgencyCloud 12.167168+, the setup negotiators screen can be used to provide a user with the ability to receive internet registrations (portal leads) - it is also possible to set-up which office(s) they are to receive leads for

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