Self-service configuration options

Self-service configuration options

This page contains guides to the areas on the system where access to configuration screens can be given to authorised users

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

A key contact can request access to self-service options by contacting Reapit Support here

Configuration access (self-service) availability by version

This page outlines which versions of Reapit offer self service options

Add a new user, remove a user and transfer data between users

When given access to the Negotiator and User Setup screen, it is possible to amend user information, add new users, remove existing users and transfer data from one user to another

Areas - how to add & manage

How to add or update property areas used within Reapit

Offices - how to add & manage

How to add or edit office details using the Setup Offices screen

Source of enquiry/advertising, applicant status & viewing feedback options - how to add & edit

How to add or edit sources/advertising, applicant status & viewing feedback options using the Setup Sources/Position/Feedback screen

Checks & agreements - how to set-up & maintain

How to configure tenancy agreements and checklists across the system using the Setup Checks/Agreements screen

Contact categories - how to add & edit

How to add or edit contact categories using the Setup Contact Categories screen

Mailings & events - how to add & edit

How to add or edit mailings & events options using the Setup Mailings & Events screen

Referrals - how to add & edit

How to add or edit referral options using the Setup Referrals/Leads screen

Marketing expenses - how to add & edit

How to add or edit marketing expenses options using the Setup Marketing Expenses screen

 

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