Set-up new users & associate team members (IRE / Reapit Bookings)

Owned by Fiona Hardy, created
Last updated: Jun 17, 2024
4 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

When given the appropriate permissions, it is possible to set-up users on your system via the new user wizard

Once a new user has been set up, the option to associate a team member is also offered - in most situations, a team member would be associated

What is a user? A user account provides the ability to log in to the on IRE/Reapit Bookings system but does not provide the ability to assign someone to properties/viewings

What is a team member? An IRE/Reapit Bookings user needs to be a team member in order to assign someone to properties/viewings within the system

If only a team member account needs to be set-up (and not a user account), see this guide:
Team members - add, edit & make inactive (IRE / Reapit Bookings)

This guide covers:

Access manage users screen & new user wizard

From dashboard menu (on left):

  • Click Settings, select Admin then click Manage Users

    Manage users - menu option.png

  • Click New User Wizard

    New user wizard button on manage users.png

Step 1: create new user account

To create a new user account, enter the following information:

  • User Name (login name): enter the user name for the account
    It is recommended to use first name and first letter of the surname - e.g. LukeP

  • Mobile number: enter the user’s mobile number
    This number will be used for verification codes
    Codes are sent when logging in from a new computer/device

  • Email address: enter the user’s email address
    This email address is used to receive the login details when logging in for the first time
    It is also used if/when the password needs to be reset - the new password will be sent to this address

  • Role: select the role permission to assign to the user - choose from Bronze, Silver or Gold
    Diamond should only be applied for a manager/director/business owner

  • Authorised products: select which IRE products the user should have access to

  • Default home page: select the default home page for the user
    This is the page they will see when logging in

  • If you would like to set up a team member to associate with the account:

    • Click Yes – Set up Team Member - see section below Step 2: associate team member

    • If not, click No - Finish - this will create the user and close the wizard

A team member association is needed when assigning someone to properties/inspections within the system (a team member association is required in most scenarios)

Step 2: associate team member

To associate a team member, enter the following information:

  • First Name & Last Name: enter the first and last name of the team member

  • Contact details & product type

    • Team Mobile: this number taken from the previous step
      A number should only be entered here if it is a work mobile number for the team member

    • Team Phone: enter phone number of the team member

    • Team Email: enter email address of the team member

    • Specify which products the team member uses: tick Rentals, Sales, BDM, as appropriate

  • Team Role: specify what role the team member has in the company, click Next
    If the required role is not available, select the best fit ensuring that it is for sales or lettings, as appropriate

Step 3: customise team member

Use this screen to create the team member’s email signature:

  • Type required text

  • Use the formatting options (highlighted below) to change text size and colour
    The insert/edit image button (3rd button from left) can be used to add a logo to the email signature

  • When all details have been entered, click No - Finish
    This creates the new user account with the team member association (and email signature) set up

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