Access to some configuration screens within AgencyCloud the system can be given to authorised users to allow common system maintenance tasks to be carried out without contacting Reapit Support
This page lists out each area of configuration which can be opened up for self-service and the minimum version of AgencyCloud needed to use the screen
Configuration/setup screen | Reason for use | Version required | ||
|---|---|---|---|---|
Setup Negotiators
| Amend user information, add new users, remove existing users & transfer data from one user to another | 12.83+ | ||
Setup Areas
| Add/edit property areas | 12.83+ | ||
Setup Offices
| Add/edit branch/office set-ups | 12.143+ | ||
Setup Sources / Position / Feedback
| Add/edit sources/advertising, applicant status & viewing feedback options | 12.145+ | ||
Setup (Tenancy) Checks
| Add/edit checks & agreements, including:
| 12.144+ | ||
Setup Contact Categories
| Add/edit contact categories offered in the contact record | 12.145+ | ||
Setup Mailings
| Add/edit mailings & events options offered in the contact record | 12.145+ | ||
Setup Referrals
| Add/edit referral options | 12.144+ | ||
Setup Marketing Expenses
| Add/edit options offered in the marketing expenses screen | 12.144+ |
...
| Excerpt | ||
|---|---|---|
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This page outlines which versions of AgencyCloud Reapit offer self service options |