Add a new user, remove a user and transfer data between users
This guide has been reviewed against our global client base and classed as relevant to all regions
This page outlines how you can carry out user management without the need to log a request through Reapit Support - with access to the Negotiator and User Setup screen, you can amend user information, add new users, remove existing users and transfer data from one user to another
A key contact can request access to the Negotiator and User Setup screen by contacting Reapit Support, click here to request this
Before making changes to configuration, the relevant guidance provided in this section should be read thoroughly - any changes made to configuration that causes an impact on operation may incur a charge to rectify
This guide covers:
How to access the Negotiator and User Setup screen
1. Access system menu From main menu:
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2. Negotiator and User Setup screen
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Add a new user
1. Add new user details From the Negotiator and User Setup screen:
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2. Access further tabs/sections Before exiting the Negotiator and User Setup screen:
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3. Approvals section
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4. Advanced section On the Advanced tab, extra features and functions can be added for the selected user: Security Group(s) Where configured, click Add negotiator to group to add the user to relevant security group(s) Template editor Screen scaling Internet Reg Offices |
5. Save changes From buttons top right:
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Remove an existing user
From the Negotiator and User Setup screen:
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Transfer data from one user to another
1. Select the user to transfer data from From the Negotiator and User Setup screen:
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2. Select the user receiving the records
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3. Select records
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3a. All records In the screen shown in step 3 above:
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3b. Individual records If the records to be transferred need to be shared across a number of existing users, an individual record type should be selected In the screen shown in step 3 above:
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