Reapit Connect FAQs

This article contains the frequently asked questions for customers migrating to Reapit Connect

1. I have the ability to change configuration files – how can I do that with the new login screen?

From the login screen, press CTRL + SHIFT + F9 - this will give the option to revert to the old screen where changing of configuration files is supported.

2. I manage adding users to AgencyCloud – how does this change impact me?

The process of adding users onto AgencyCloud will not change. The exception being when users are added with a valid email address, they will be provided with a welcome email containing a temporary password. When logging in using the temporary password, they will be advised to update the password to a more memorable one.

3. Why can’t I set a password on new user accounts?

User passwords are now handled via a self-managed authentication service. Once a user is registered, they will be sent a temporary password to their registered email address.

For new users, if the emailed temporary user password does not work, or the email is deleted/lost, you can re-issue another temporary password. This is done through the Negotiator and User Setup screen which will issue a new temporary password to the user's registered email:

4. I've forgotten my password - how do I reset it?

From the main login screen, click Forgot your password? to reset your password.

5. I don’t have an email address. How can I add one to AgencyCloud?

There are two ways to add an email address for an existing AgencyCloud user, this depends on whether your user accounts are managed by a central administration team or by individual users themselves.
5a & 5b below outline both methods

5a. Adding an email address - admin users with permission to manage other AgencyCloud users

From AgencyCloud, open Configuration > Setup Negotiators screen
This requires you to be logged in as a user with permissions to manage your own negotiator records
In the Negotiator and User Setup screen, select the user you wish to add an email address for and click the Advanced tab
Click Installation Options > SUMS Options > Add e-mail address
Click Yes when prompted, then enter the user’s email address in the box displayed and click Accept when done

If the email address entered in step 4 is not unique, i.e. an AgencyCloud user that uses this email address already exists, you will not be able to add the email address

A new unique email address or email address alias will be required instead

5b. Adding an email address - general AgencyCloud users, with permission to only manager their own user account

From within AgencyCloud, click your name/office in the top left corner of the screen, then click Edit My Details
From the Update My Details screen, click Add next to E-mail and enter your email address
Click Save to finish