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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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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:

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1. Select add new team member option

From the dashboard menu (on left):

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

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

3. Customise team member

In Step 2:

Use this screen to create the team member’s email signature
- type Type required text
- 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

Note
Yes - Merge Team Member option - ignore this option when adding a new user For information on merging a team member, click here: LINK COMING SOON! 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

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1. Access edit option

From the 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

2. Make required changes

Make required changes to the selected team member account
Click relevant save & close option when finished

Make team member inactive (& re-activate an inactive account)

1. Access make inactive option

From the 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

2. Confirm

A confirmation prompt will be displayed:

Click OK

3. Access inactive team members & restore(& re-activate an inactive account)

From the dashboard menu (on left):

Click People and select Team (as shown in step 1)
Change the view setting (top right) from Active to All
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

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

Click OK

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)

Versions Compared

Old Version 3

New Version Current

Key

Make team member inactive (& re-activate an inactive account)

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