Configuration access (self-service) availability by version

Access to some configuration screens within the system can be given to authorised users to allow common system maintenance tasks to be carried out without contacting Reapit Support

This page lists out each area of configuration which can be opened up for self-service and the minimum version needed to use the screen

Configuration/setup screen

Reason for use

Version required

Configuration/setup screen

Reason for use

Version required

Setup Negotiators

https://reapit.atlassian.net/wiki/spaces/RW/pages/112788378

Amend user information, add new users, remove existing users & transfer data from one user to another

12.83+

Setup Areas

Add/edit property areas
Areas are commonly used for matching

12.83+

Setup Offices

Add/edit branch/office set-ups

12.143+

Setup Sources / Position / Feedback

Add/edit sources/advertising, applicant status & viewing feedback options

12.145+

Setup (Tenancy) Checks

Add/edit checks & agreements, including:

  • Checks: Pre-Tenancy, Post-Tenancy, Pre-Instruction, Re-let, Block Management, Offer, Certificate, Supplier, Renewal

  • Agreements: Break Clauses, Allowances, Renewal Options, Responsibilities

12.144+

Setup Contact Categories

Add/edit contact categories offered in the contact record

12.145+

Setup Mailings

Add/edit mailings & events options offered in the contact record

12.145+

Setup Referrals

Add/edit referral options
Referral functionality allows an applicant, vendor or contact to be referred to pre-set companies

12.144+

Setup Marketing Expenses

Add/edit options offered in the marketing expenses screen
Marketing expenses functionality is available for both advertising and non-advertising expenses, and includes marketing packages

12.144+