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When given the appropriate permissions, it is possible to set-up users on your system via the manage users screen and the new user wizardnew user wizard

Once a new user has been set up, the option to associate a team member is also offered - in most situations, a team member would be associated

Tip

What is a user? A user account provides the ability to log in to the on IRE/Reapit Bookings system but does not provide the ability to assign someone to properties/viewings

What is a team member? An IRE/Reapit Bookings user needs to be a team member in order to assign someone to properties/viewings within the system

If only a team member account needs to be set-up (and not a user account), see this guide:
Team members - add, edit & make inactive (IRE / Reapit Bookings)

This guide covers:

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Access

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manage users screen & new user wizard

From the IRE dashboard menu (on left):

Click Settings(1) and , select Admin (2)
Click Manage Users tab (3) and click New User Wizard (4)

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then click Manage Users
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Click New User Wizard
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Tip
See step 1 for information on how to create a new user account

Step 1: create new user account

To create a new user account, enter the following information:

User Name (login name): enter the user namefor the account
It is recommended to use first name and first letter of the surname - e.g. LukeP
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Mobile number: enter the user’s mobile number
This number will be used for verification codes
Codes are sent when logging in from a new computer/device
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Email address: enter the user’s email address
This email address is used to receive the login details when logging in for the first time
It is also used if/when the password needs to be reset - the new password will be sent to this address
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Role: select the role permission to assign to the user - choose from Bronze, Silver or Gold
Diamond should only be applied for the Manager/Director/Owner of the business
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Authorised products: select which IRE products the user should have access to
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Default home page: select the default home page for the user
This is the page they will see when logging in
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If you would like to set up a team member to associate with the account:
- Click Yes – Set up Team Member - see section below Step 2: associate team member
- If not, click No - Finish - this will create the user and close the wizard
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Note
An A team member association is needed when assigning someone to properties/inspections within the system A (a team member association is required in most scenarios)

Step 2: associate team member

To associate a team member, enter the following information:

First Name & Last Name: enter the first and last name of the team member
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Contact details & product type
- Team Mobile: enter mobile this number of the team member (only enter taken from the previous step
  A number should only be entered here if it is a work mobile number )for the team member
- Team Phone: enter phone number of the team member
- Team Email: enter email address of the team member
- Specify which products the team member uses: tick Rentals, Sales, BDM, as appropriate
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Team Role: specify what role the team member has in the company, click Next
Don't worry too much about the accuracy of what is chosen, as long as you can differentiate between lettings, sales etc.
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If the required role is not available, select the best fit ensuring that it is for sales or lettings, as appropriate

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Step 3: customise team member

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

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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, click No - Finish
This creates the new user account with the team member association (and email signature) set up
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Note
Yes - Merge option - ignore this option when adding a new user & team member For information on merging a team member, click here: Remove & merge a team member (IRE / Reapit Bookings)

Versions Compared

Old Version 6

New Version 7

Key

Access

manage users screen & new user wizard

Step 1: create new user account

Step 2: associate team member

Step 3: customise team member

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