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

From the IRE dashboard menu (on left):

• Click Settings, select Admin then click Manage Users

  

• Click New User Wizard

  

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

  

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

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