/
Generate client login email & account set-up process on MyAgency

Generate client login email & account set-up process on MyAgency

Owned by Fiona Hardy
Last updated: Nov 08, 2024
5 min read

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

Before granting access to the MyAgency app

The following best practices are recommended when granting access to the MyAgency app - this approach will help streamline user experience and minimise support requests

Before granting access to MyAgency app:

  1. For new users, ensure the contact data on the Reapit CRM desktop product is set up correctly, plus any property associated to the contact has all relevant/standard information entered

  2. For a new tenancy, before sending the login details invite to the new tenant, ensure the tenancy is live (although if the user already has access to MyAgency from a previous tenancy, which has now ended, they will already have access)

Do not share the link to MyAgency if the user is not fully set up within the Reapit CRM desktop product and the contact is active with an active property record

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, plus see note above regarding checks to make before granting access to the MyAgency app

From the contact details panel on a contact, applicant, tenant or landlord record:

  • Beside E-mail, click envelope icon

  • Select Send tracker invitation e-mail

2. Email generated

A new email message will be generated for you to send to your client
The appearance of the email may differ to that shown below, but the principle is the same

Before sending email:

  • Check client email address in To field is correct

  • Send email to client

3. Create/activate account

On receipt of the above email, your client needs to:

  • Note the instructions in the email

  • Click the Click here link (highlighted above)

 

The Create your account screen is displayed in a browser window:

  • Their name & email address should automatically be copied across
    This is taken from their Reapit contact record

  • If the information is correct, they should click Register

4. Account created

The welcome screen will be displayed

Your client should now:

  • Click Got it!

  • Access their email inbox to set up their password, see next step

5. Set password

Your client will receive an email asking them to set their password

From the email, they should:

  • Click Set your password

 

The Set your password screen is displayed in a browser window:

  • Enter the password and re-enter in the field below to confirm it

  • Click Set password
    The browser window will display the home screen to MyAgency

    Your client will also receive a final email to activate their account, see next step

 

6. Account activation

Your client will receive another email asking them to activate their account, they need to:

  • Click Login

A browser window will open displaying the home screen - your client will also get the option to install the MyAgency app, allowing them to access it via their mobile device

For information on how to use MyAgency, click here: Getting started with the MyAgency app

Troubleshooting

If you are experiencing difficulties in getting a client set up with MyAgency, please check the following Troubleshooting points

Duplicate contacts

Ensure that the contact details you are attempting to set up are not already being used in another contact record

  • Click Universal Search button (top left) then click Advanced Search and select Contact Search to check for duplicate contact details

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
For example, if the client is a landlord and an applicant, both views will be available to them via one login

Contact record needs address details entered

The Primary contact details on the contact record (indicated below) should hold a complete address
(i.e. it should not be blank)
Incomplete contact information will result in no record found and a prompt will be displayed to indicate this

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

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

 

Related content