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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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Add team member

1. Select to add new team member option

From the dashboard menu (on left):

  • Click People and select Team

  • Click ellipsis icon (…) far right and select New Team Member / User

Add team member.png

2. Enter team member contact details

From In Step 1:

  • Enter the team member’s name and contact details

    Step 1 Create new team member.pngImage RemovedSelect

    • Ensure the correct Team Role is selected

    • Select whether the team member is using Rentals, Sales or both

    • Use Own Number For should only be ticked if the team member’s number is to be used when sending out applicable text/SMS messages (for Rentals, Sales or both)

  • When all details have been entered, select which action to take regarding whether to customise with the new team member account, options are:

    • No - Create Basic Team Member
      This sets up a team member account without an email signature or logo

    • Yes - Customise Further
      Allows the new team member account to be customised with an email signature and logo- see
      See next step

      Step 1 Create new team member - bottom of screen.pngImage RemovedStep 1 Create new team member.pngImage Added

3. Customise team member

From In Step 2:

  • Use this screen to create the team member’s email signature

    • type required text and use formatting options above

    • As indicated below, a logo can be added

      Step 2 Customise team member.pngImage Removed
    Select which action to take regarding whether to customise the team member account, options are:

    • Use the formatting options (highlighted below) to change text size and colour
      The insert/edit image button (3rd button from left) can be used to add a logo to the email signature

  • When all details have been entered, select which action to take with the new team member account:

    • No - Finish
      Click to create the new team member without creating a user account for them too

    • Yes - Create New User
      Click to create the new team member and also create a user account for them too - see next step

      Step 2 Customise team member.pngImage Added
Note

Yes - Merge Team Member


What does this do???

  • No - Finish

  • Yes - Create New User

    Step 2 Customise team member - bottom of screen.pngImage Removed

    • Edit team member

    Make team member inactive

    option - ignore this option when adding a new user
    For information on merging a team member, click here: LINK COMING SOON!

    4. Create new user account (for new team member account just created)

    In step 3:

    • Information previously added is automatically copied across

    • Add the User Name (login name)
      Recommended to use initial and surname, as shown below

    • Ensure the correct Role and default home page are selected

    • Click Done - Create Team Member and User

      Step 3 Create user account.pngImage Added

    Edit team member

    1. Access edit option

    From the dashboard menu (on left):

    • Click People and select Team

    • To the right of the team member account to edit, click ellipsis icon (…) far right and select Edit

      Edit option.pngImage Added

    2. Make required changes

    • Make required changes to the selected team member account

    • Click relevant save & close option when finished

    Edit team member.pngImage Added

    Make team member inactive

    1. Access make inactive option

    From the dashboard menu (on left):

    • Click People and select Team

    • To the right of the team member account to make inactive, click ellipsis icon (…) far right and select Make Inactive

    Make inactive option.pngImage Added

    2. Confirm

    A confirmation prompt will be displayed:

    • Click OK

    		Make inactive conf prompt.pngImage Added

    3. Access inactive team members & restore

    From the dashboard menu (on left):

    • Click People and select Team (as shown in step 1)

    • Change the view setting (top right) from Active to All

      Switch view from active to all.pngImage Added

    • Inactive team member accounts will be listed after the active users
      Use the functions at the bottom of the page to view more users and/or scroll through multiple pages

    • Can search for the inactive team member directly using the column search/filter functions
      e.g. click Last column heading, enter required last name and click Search

      Search for user.pngImage Added

    To restore an inactive team member:

    • To the right of the inactive team member, click ellipsis icon (…) far right and select
      Make Inactive - Make Active

    Restore inactive team member.pngImage Added

    • Click OK

      Re-activate team member conf prompt.pngImage Added
    Tip

    The re-activated team member will be displayed in the list of active team member accounts

    To remove the filter on a column (created by searching), click the column heading with the active filter and click Clear

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    Excerpt
    hiddentrue

    When setting up a user account on IRE/Reapit Bookings, the option to associate a team member to the user account is offered - usually, (in most situations, a team member would be associated - however, if onlya user account has been added, the process outlined in this guide should be followed)