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From the IRE dashboard menu (on left):

tip

See step 1 for information on how to create a new user account

To create a new user account, enter the following information:

User Name (login name): enter the user namefor the account
It is recommended to use first name and first letter of the surname - e.g. LukeP
Mobile number: enter the user’s mobile number
This number will be used for verification codes
Codes are sent when logging in from a new computer/device
Email address: enter the user’s email address
This email address is used to receive the login details when logging in for the first time
It is also used if/when the password needs to be reset - the new password will be sent to this address
Role: select the role permission to assign to the user - choose from Bronze, Silver or Gold
Diamond should only be applied for the Managera manager/Directordirector/Owner of the business owner
Authorised products: select which IRE products the user should have access to
Default home page: select the default home page for the user
This is the page they will see when logging in
If you would like to set up a team member to associate with the account:
- Click Yes – Set up Team Member - see section below Step 2: associate team member
- If not, click No - Finish - this will create the user and close the wizard

Note
A team member association is needed when assigning someone to properties/inspections within the system (a team member association is required in most scenarios)

To associate a team member, enter the following information:

First Name & Last Name: enter the first and last name of the team member
Contact details & product type
- Team Mobile: this number taken from the previous step
  A number should only be entered here if it is a work mobile number for the team member
- Team Phone: enter phone number of the team member
- Team Email: enter email address of the team member
- Specify which products the team member uses: tick Rentals, Sales, BDM, as appropriate
Team Role: specify what role the team member has in the company, click Next
If the required role is not available, select the best fit ensuring that it is for sales or lettings, as appropriate

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, click No - Finish
This creates the new user account with the team member association (and email signature) set up

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

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