AgencyCloud configuration access (self-service) availability by version

Access to some configuration screens within AgencyCloud 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 Adding a new user, removing a user and transferring data between users	Amend user information, add new users, remove existing users & transfer data from one user to another	12.83+
Setup Areas Areas - how to add & manage	Add/edit property areas Areas are commonly used for matching	12.83+
Setup Offices Offices - how to add & manage	Add/edit branch/office set-ups	12.143+
Setup Referrals Referrals - how to add & edit	Add/edit referral options Referral functionality allows an applicant, vendor or contact to be referred to pre-set companies	12.144+
Setup (Tenancy) Checks Checks & agreements - how to set-up & maintain	Add/edit checks & agreements, including: Checks: Pre-Tenancy, Post-Tenancy, Pre-Instruction, Offer, Certificate Agreements: Break Clauses, Allowances, Renewal Options, Responsibilities	12.144+
Setup Marketing Expenses Marketing expenses - how to add & edit	Add/edit options offered in the marketing expenses screen Marketing expenses functionality is available for both advertising and non-advertising expenses, and includes marketing packages	12.144+
Setup Sources / Position / Feedback Source of enquiry/advertising, applicant status & viewing feedback options - how to add & edit	Add/edit sources/advertising, applicant status & viewing feedback options	12.145+
Setup Contact Categories Contact categories - how to add & edit	Add/edit contact categories offered in the contact record	12.145+
Setup Mailings Mailings & events - how to add & edit	Add/edit mailings & events options offered in the contact record	12.145+

AgencyCloud configuration access (self-service) availability by version

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