Team members - add, edit & make inactive (IRE / Reapit Bookings)

Owned by Fiona Hardy, created
Last updated: Jun 14, 2024
5 min read

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

When setting up a user account on IRE/Reapit Bookings (as outlined here), the option to associate a team member to the user account is offered - in most situations, a team member would be associated

However, if only a user account has been added, without an associated team member, the process outlined in this guide should be followed in order to associate a team member to an existing user account

In the event where a user account hasn’t been created, the process outlined in this guide can also be followed to create a user account after the team member details have been added

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

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

If your staff member only requires a login but is not required to assign properties/viewings, just a user account needs to be created for them, as outlined here:
Set-up new users & associate team members (IRE / Reapit Bookings)

This guide covers:

Add team member

1. Select add new team member option

From dashboard menu (on left):

  • Click People and select Team

  • Click ellipsis icon (…) far right and select New Team Member / User

Add team member.png

2. Enter team member contact details

In Step 1:

  • Enter the team member’s name and contact details

    • Ensure the correct Team Role is selected

    • Select whether the team member is using Rentals, Sales or both

    • Use Own Number For should only be ticked if the team member’s number is to be used when sending out applicable text/SMS messages (for Rentals, Sales or both)

  • When all details have been entered, select which action to take with the new team member account:

    • No - Create Basic Team Member
      This sets up a team member account without an email signature or logo

    • Yes - Customise Further
      Allows the new team member account to be customised with an email signature and logo
      See next step

      Step 1 Create new team member.png

3. Customise team member

In Step 2:

  • 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, select which action to take with the new team member account:

    • No - Finish
      Click to create the new team member without creating a user account for them too

    • Yes - Create New User
      Click to create the new team member and also create a user account for them too - see next step

4. Create new user account (for new team member account just created)

In step 3:

  • Information previously added is automatically copied across

  • Add the User Name (login name)
    Recommended to use initial and surname, as shown below

  • Ensure the correct Role and default home page are selected

  • Click Done - Create Team Member and User

Edit team member

1. Access edit option

From dashboard menu (on left):

  • Click People and select Team

  • To the right of the team member account to edit, click ellipsis icon (…) far right and select Edit

2. Make required changes

  • Make required changes to the selected team member account

  • Click relevant save & close option when finished

Make team member inactive (& re-activate an inactive account)

1. Access make inactive option

From dashboard menu (on left):

  • Click People and select Team

  • To the right of the team member account to make inactive, click ellipsis icon (…) far right and select Make Inactive

2. Confirm

A confirmation prompt will be displayed:

  • Click OK

3. Access inactive team members (& re-activate an inactive account)

From dashboard menu (on left):

  • Click People and select Team (as shown in step 1)

  • Change the view setting (top right) from Active to All

  • Inactive team member accounts will be listed after the active users
    Use the functions at the bottom of the page to view more users and/or scroll through multiple pages

  • Can search for the inactive team member directly using the column search/filter functions
    e.g. click Last column heading, enter required last name and click Search

To restore an inactive team member:

  • To the right of the inactive team member, click ellipsis icon (…) far right and select
    Make Inactive - Make Active

  • Click OK

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