Generate client login email & account set-up process on MyAgency
This guide has been reviewed against our global client base and classed as relevant to all regions
This page outlines how to provide your clients with access to the MyAgency app & what is required of them to set up their account
If you experience any difficulties getting a client set-up with MyAgency, see Troubleshooting section below
Only one login is required to access the app - this login will automatically give your clients access to the required views within it - i.e. as a vendor, landlord, applicant or tenant
1. Generate email with login details to send to client First ensure that your client has an email address stored on their Reapit contact record From the contact details panel on a contact, applicant, tenant or landlord record:
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2. Email generated A new email message will be generated for you to send to your client Before sending email:
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3. Create/activate account On receipt of the above email, your client needs to:
The Create your account screen is displayed in a browser window:
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4. Account created The welcome screen will be displayed Your client should now:
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5. Set password Your client will receive an email asking them to set their password From the email, they should:
The Set your password screen is displayed in a browser window:
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6. Account activation Your client will receive another email asking them to activate their account, they need to:
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Troubleshooting
Duplicate contacts Ensure that the contact details you are attempting to set up are not already being used in another contact record
Remember, your client only needs one login to access the app - this login will automatically give the client access to the views they require in it |
Contact record needs address details entered The Primary contact details on the contact record (indicated below) should hold a complete address |
Contact record must be active Make sure the contact is Active (indicated below) - attempting to register an inactive contact will result in a system error and the application will not be found until the record is made active |
After changing the contact record - leave time for updates to synchronise Any detail changes and updates made to the Reapit contact record require a minimum of 15 to 30 minutes to synchronise It is recommended to wait at least 30 minutes before the registration email is sent again - you should also check that the email is being sent to the correct contact email |