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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

Before making any changes with your Agency Cloud configuration ensure you have read through the guidance provided and that changes are verified.  Correction of changes applied that impact the operation of Agency Cloud may incur a charge for our service team to address.

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Step 1 below outlines how to access the Configuration, Setup Negotiators option.

If you do not have access to this screen, liaise with your internal key contact.

• Click your user name/office/picture at the top of the main menu to view the System menu
  
  
• Click Configuration and select Setup Negotiators
  
• 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
  
  For information on how to use this screen, see steps 2-4 below

From the Negotiator and User Setup screen (outlined in step 1): 

• Click the Add button
  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)

• Click Save, the following prompt will be displayed, click Yes
  
• In the Webservice Credentials screen, enter the E-mail address and Password you use to log into your Reapit software and click Accept
  

• A message will be displayed to confirm adding the user has been successful
  If an error is displayed, contact Reapit Support
  
  Before exiting the Negotiator and User Setup screen, click the Advanced tab - as outlined in 2a
  
  

  Expand
  title 2a. Advanced options - extra features & functions
  On the Advanced tab, extra features and functions can be added for the selected user: Template editor: these permissions refer to the use of the Letter Template Editor, an inbuilt tool for adding/editing letter templates used across the database Screen scaling: affects the screen size for this user users may also change this themselves via their Update My Details screen Organiser, Enable internet registrations functionality: when ticked, allows portal enquiries to be accessible by this user via the Internet Registrations panel on the Organiser Click Save then click Exit

  
  

From the Negotiator and User Setup screen (outlined in step 1): 

• Select the user name on the left
  
  
• Top right of the screen, tick Negotiator is inactive
  
• Click Save
  
  
• The Webservice Credentials screen will be displayed, enter the E-mail address and Password you use to log into your Reapit software and click Accept
  

This option is useful for staff leavers and when staff members change roles.

From the Negotiator and User Setup screen (outlined in step 1): 

• Select the user to transfer data from and click Transfer
  
• Select the user who is to receive the transferred records, click Select
  
• The screen shown below is displayed, choose which record types should be transferred, choose between 1. All records OR 2. Individual records - see sections 1 & 2 below
  Note: in all cases, archived records will not be transferred
  
  
  1. All records
  
  
• Choosing All records transfers each record type with no further options given
  
• Click Accept to start the transfer process
  
  Confirmation messages are displayed at each stage allowing you to choose Yes/No to confirm the transfer
  
  
  OR
  
  2. Individual records
  If the records to be transferred need to be shared across a number of existing users, individual record types should be selected
  
  
• Select a record type and click Accept
  
• Select which records are to be transferred to the selected user
  To aid selection, column headings can be clicked for usual grid sorting/filtering options and use the top left tick box to de-select all records
  
  
• Click Exit to start the transfer process
  
  Repeat as needed for each record type to be transferred to this user, then repeat the whole process for each negotiator to transfer data to