Set-up new users & associate team members (IRE / Reapit Bookings

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 manage users screen and the new user wizard

This guide covers:

From the IRE dashboard menu (on left):

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:

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

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

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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