Assign users to client accounts security groups via setup negotiators screen

Owned by Fiona Hardy, created
Last updated: Nov 29, 2023
3 min read

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

Available from version 12.174

If you are set-up to carry out user management (self service) - the setup negotiators screen can be used to assign a user to security groups

Two default Client Accounts security groups can be added, which are:

  • Lettings - Accounts users

  • Lettings - Management users

Prior to this release, being able to assign a user to the above two security groups was only available by submitting a request to Reapit Support

The setup negotiators screen is one of several configuration areas on the system where access can be given to authorised users - for more information on using this screen, see this guide:
Add a new user, remove a user and transfer data between users

For more information on further configuration areas where access can be given to authorised users, see this page: Self-service configuration options

1. Access setup negotiators screen

From the main menu:

  • Click your name/office (top left)

  • Click Configuration and select Setup Negotiators
    The Negotiator and User Setup screen is displayed

2. Add negotiators to Lettings - Accounts users & Lettings - Management users security groups

From the screen above:

  • Select required user on left and select Advanced tab (top right)

  • Under Security Group(s) field, click Add negotiator to group

  • Tick required groups and click Select
    These groups are managed via security configuration, accessible by Reapit Support

  • The Security Group(s) field shows the group(s) the user has been added to

3. Remove security group from a user

From screen shown above:

  • Select security group to remove and press delete (on your keyboard)

  • Click Yes to confirm

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