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

When setting up a user account on IRE/Reapit Bookings (as outlined here), the option to associate a team member to the user account is offered - usually, in most situations, a team member would be associated

However, if only a user account has been added, without an associated team member, the process outlined in this guide should be followed in order to associate a team member to an existing user account

In the event where a user account hasn’t been created, the process outlined in this guide can also be followed to create a user account after the team member details have been added

What is a team member? In order to assign someone to properties/viewings within the system, an IRE/Reapit Bookings user also needs to be a team member

What is a user? A user account on IRE/Reapit Bookings provides the ability to log in to the system but does not provide the ability to assign someone to properties/viewings within the system

If your staff member only requires a login but is not required to assign properties/viewings, just a user account needs to be created for them, as outlined here:
Set-up new users & associate team members for Inspect Real Estate (IRE) / Reapit Bookings

This guide covers:

Add team member

1. Select to add new team member

From the IRE dashboard menu (on left):

  • Click People (1) and select Team (2)

  • Click ellipsis icon (…) far right and select New Team Member / User

Add team member.png

2. Enter team member contact details

From Step 1:

  • Enter the team member’s name and contact details

    Step 1 Create new team member.png

  • Select which action to take regarding whether to customise the team member account, options are:

    • No - Create Basic Team Member
      This sets up team member account without an email signature or logo

    • Yes - Customise Further
      Allows team member account to be customised with an email signature and logo - see next step

      Step 1 Create new team member - bottom of screen.png

3. Customise team member

From Step 2:

  • Use this screen to create the team member’s email signature

    • type required text and use formatting options above

    • As indicated below, a logo can be added

      Step 2 Customise team member.png

  • Select which action to take regarding whether to customise the team member account, options are:

    • Yes - Merge Team Member
      What does this do???

    • No - Finish

    • Yes - Create New User

      Step 2 Customise team member - bottom of screen.png

Edit team member

Make team member inactive

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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