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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:
From the (on left): |
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 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 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 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 Authorised products: select which IRE products the user should have access to Default home page: select the default home page for the user This is the page they will see when logging in
If you would like to set up a team member to associate with the account: |
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 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.
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