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This page outlines how you can carry out user management without the need to log a request through Reapit Support - with access to the Setup Negotiators configuration optionNegotiator and User Setup screen, you can amend user information, add new users, remove existing users and transfer data from one user to another
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A key contact can request access to the Negotiator and User Setup |
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screen by contacting Reapit Support, click here to request this |
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Before making any changes to your AgencyCloud configuration, ensure you have read through the relevant guidance provided and that changes are verifiedCorrection of changes applied that impact the operation of AgencyCloud in this section should be read thoroughly - any changes made to configuration that causes an impact on operation may incur a charge in order for the Reapit Service team to address | ||
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1. Access System menu
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This guide covers:
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When you have a new starter, it is important that you create a new account for them Instead, you need to make the old account inactive and then create a new account See Add a new user and Remove an existing user sections below for more information |
How to access the Negotiator and User Setup screen
1. Access system menu From main menu:
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2. Negotiator and User Setup screen
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| title | b. Adding a new user |
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Add a new user
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When you have a new starter, it is important that you create a new account for them Instead, you need to make the old account inactive and then create a new account See Remove an existing user section below for more information |
1. Add new user details |
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 From the Negotiator and User Setup screen:
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Password*: enter a unique password for this user which must contain a minimum on 6 characters
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2. Save new user & add to SUMS
Click Save, the following prompt will be displayed, click Yes
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3. Enter webservice credentials
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In the Webservice Credentials screen, enter the E-mail address and Password you use to log into your Reapit software and click Accept
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2. Access further tabs/sections Before exiting the Negotiator and User Setup screen:
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3. Approvals section
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4. Advanced section On the Advanced tab, extra features and functions can be added for the selected user: |
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 Security Group(s) Where configured, click Add negotiator to group to add the user to relevant security group(s) Template editor |
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system - for more information on using the Letter Template Editor, see the Knowledge Base guide: Using Letter Template Editor to create, edit and distribute letter templates Screen scaling |
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- users |
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can also change this themselves via |
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the update/edit my details screen - for more information, see the Knowledge Base guide: Change personal details (edit my details) Internet Reg Offices |
5. Save changes From buttons top right:
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Remove an existing user
From the Negotiator and User Setup screen |
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1. Select user
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2. Enter webservice credentials
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
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Transfer data from one user to another
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Useful for staff leavers and when staff members change roles.From the Negotiator and User Setup screen (outlined in section a): |
1. Select the user to transfer data from |
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From the Negotiator and User Setup screen:
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2. Select the user receiving the records |
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3. Select records |
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3a. All records In the screen shown in step 3 above:
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3b. Individual records If the records to be transferred need to be shared across a number of existing users, an individual record |
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type should be selected In the screen shown in step 3 above:
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Related articles
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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 |
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When given access to the Negotiator and User Setup Negotiators screen, it is possible to amend user information, add new users, remove existing users and transfer data from one user to another |
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