Page Comparison

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 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

    

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

  

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

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 (& 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