Versions Compared

Old Version 1

changes.mady.by.user Fiona Hardy

Saved on

compared with

New Version Current

changes.mady.by.user Fiona Hardy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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 - usually, in most situations, a team member would be associated

...

Tip

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

What is a user? A user account on IRE/Reapit Bookings 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 within the system

Info

If your staff member only requires a login but is not required to assign properties/viewings, just a user account needs to be created for them, as outlined here:
Set-up new users & associate team members for Inspect Real Estate (IRE ) / Reapit Bookings)

This guide covers:

Table of Contents
minLevel3
maxLevel3
outlinefalse
styledisc
typelist
printabletrue

Add team member

1. Select

to

add new team member option

From

the IRE

dashboard menu (on left):

  • Click People

(1)

  • and select Team

(2)

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

Add team member.pngImage Modified

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 Removed
    • Step 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

    • 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:

    • 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

      • 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 option - ignore this option when adding a new user
    For information on merging a team member, click here:
    Remove & merge a team member (IRE / Reapit Bookings)

    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 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 (& re-activate an inactive account)

    1. Access make inactive option

    From 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 (& re-activate an inactive account)

    From 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 (or click Clear Search link, top left, to clear all filters)

    Filter by label (Content by label)
    showLabelsfalse
    max8
    maxCheckboxfalse
    sortcreation
    showSpacefalse
    reversetrue
    cqllabel = "ire-manage-processusers"
    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
    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)