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This guide has been reviewed against our global client base and classed as relevant to all regions |
When setting up a user account on IRE/Reapit Bookings (as outlined here), the option to associate a team member to the user account is offered - in most situations, a team member would be associated
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This guide covers:
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1. Select add new team member option From the dashboard menu (on left):  |
2. Enter team member contact details In Step 1: Enter the team member’s name and contact details 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 with the new team member account: 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 next step 
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3. Customise team member In Step 2: Use this screen to create the team member’s 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 
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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 
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