Access to some configuration screens within AgencyCloud the system can be given to authorised users to allow common system maintenance tasks to be carried out without contacting Reapit Support
This page lists out each area of configuration which can be opened up for self-service and the minimum version of AgencyCloud needed to use the screen
Configuration/setup screen | Reason for use |
|---|
Version required | |
|---|---|
Setup Negotiators
|
Amend user information, add new users, remove existing users |
& transfer data from one user to another | 12.83+ | ||
Setup Areas
| Add/edit property areas |
| 12.83+ | ||
Setup Offices
| Add/edit |
branch/office set-ups | 12.143+ |
Setup |
Sources / Position / Feedback
|
| Add/edit |
Referral functionality allows an applicant, vendor or contact to be referred to pre-set companies12.144
sources/advertising, applicant status & viewing feedback options | 12.145+ | |||
Setup (Tenancy) Checks
| Add/edit checks & agreements, including:
| 12.144+ | ||
Setup |
Contact Categories
|
Add/edit |
contact categories offered in the |
Marketing expenses functionality is available for both advertising and non-advertising expenses, and includes marketing packages
12.144+
Setup Sources / Position / Feedback
contact record | 12.145+ | ||
Setup Mailings
| Add/edit |
mailings & events options offered in the contact record | 12.145+ |
Setup |
Referrals
|
Add/edit |
referral options | 12. |
144+ |
Setup |
Marketing Expenses
|
Add/edit |
options offered in the |
marketing expenses screen | 12. |
144+ |
Related articles
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| Tip |
|---|
Click this link for a page which provides access to all self service configuration user guides: |
| Note |
|---|
Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help |
| Excerpt | ||
|---|---|---|
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This page outlines which versions of AgencyCloud Reapit offer self service options |