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This guide has been reviewed against our global client base and classed as relevant to all regions

When given the appropriate permissions, it is possible to set-up users on your system via the manager users screen and the new user wizard

This guide covers:

Access Manage Users screen

From the IRE dashboard menu (on left):

  • Click Settings (1) and select Admin (2)

  • Click Manage Users tab (3) and click New User Wizard (4)

New user wizard button.png

Step 1: create new user account

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

  • User Name (login name): enter the user name for the account
    It is recommended to use first name and first letter of the surname - e.g. LukeP

    User name field.png
  • 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

    Mobile number field.png
  • 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

    Email address field.png
  • Role: select the role permission to assign to the user - choose from Bronze, Silver or Gold
    Diamond should only be applied for the Manager/Director/Owner of the business

    Role field.png
  • Authorised products: select which IRE products the user should have access to

    Authorised products options.png
  • Default home page: select the default home page for the user
    This is the page they will see when logging in

    Default home page options.png

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

    Prompt to associate a team member.png

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

Step 2: associate team member

To associate a team member, enter the following information:

  • First Name & Last Name: enter the first and last name of the team member

    Associate team member - name fields.png
  • Contact details & product type

    • Team Mobile: enter mobile number of the team member (only enter if it is a work mobile number)

    • 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
    Don't worry too much about the accuracy of what is chosen, as long as you can differentiate between lettings, sales etc.

    Associate team member - team role menu.png

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

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