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User Logins and Team Members 

 

This article outlines processes to create and manage User Logins and Team Members withing Reapit Lettings.

 

The processes in this article include:

 

  • Create a Read-Only User Account
  • Generate a New User Login and Register a Team Member
  • User Permission (Roles)
  • How to Update a User's Email Address
  • How to Disable and / or Delete a User
  • How to Undo a User Lockout

 

Create a Read-Only User Account

This article provides a guide on how a Diamond User can create a Read-Only user profile within Reapit Lettings. This feature allows the creation of restricted access, such as auditors or other roles that require solely observational access.  When a user is assigned read-only status, their access privileges are set and cannot be changed. This policy safeguards system integrity and security, while simultaneously granting essential access.

 

  1. Click on Settings.
  2. Click on Admin.
  3. Click on Manage Users.
  4. Click on New User Wizard.
  5. Enter the user's name, mobile number, and email address in the designated fields. Ensure to check the "Read Only User" box, which will automatically populate next to the new user's name.
  6. Once completed, click No - Finish.

 

 

 

Generate a New User Login and Register a Team Member

 

  1. Click on Settings.
  2. Click on Admin.
  3. Click on Manage Users.
  4. Click on New User Wizard.
  5. Enter the user's name, mobile number, email address, and role in the designated fields.
  6. Authorise and select the relevant products for the user's access and choose a default home page.
  7. Click Yes - Set up Team Member once completed.

 

 

  1. Enter comprehensive information in the Associate Team Member is section, as it will be integrated into the account for correspondence, contingent on the user's role. 
  2. Click Next.
  3. Review the Team Members Email Signature Template and adjust as required.
  4. Click on No Finish to create the account for a user who is not replacing an existing user. If the user is taking over the role of an existing user, choose Yes - Merge to select the team member being replaced by the new team member. This action will automatically transfer all items associated with the old user's account to the new user's account immediately.

 

 

User Permission (Roles)

 

This article will outline the different user access levels within Reapit Lettings.

User access in Reapit Lettings is tiered to ensure optimal functionality tailored to specific roles. Here are the four distinct access levels:

  • Diamond: Grants complete access to all functionalities within the account.
  • Gold: Provides access to all data, with the exception of settings.
  • Silver: Permits access to tenants, properties, and applications, but excludes reports.
  • Bronze: Offers a restricted view, enabling an overview of properties and applications, and the ability to add enquiries.

 

  1. Click on Settings.
  2. Click on Admin.
  3. Click on Manage Users
  4. Select the user to be updated.
  5. Click on Edit User. 
  6. Navigate the User Permissions and update the Role as required.
  7. Click on Save.

 

 

 

How to Update a User's Email Address

 

Note: This is a Diamond Level access process. 

 

In the event you need to make changes to a Users email address, the user must be disabled and deleted before being recreated with the correct email address.  

Once a user has been recreated, they must be paired back to the team member already within Reapit Lettings, ensuring the Email Address and Username are aligned.

Once the tree parts of the process are complete, the user’s login and team member profile will be correctly aligned, and all functions will work as expected.

 

 

Part 1: Disable and Delete the user with incorrect email address.

 

*Note: a user needs to be disabled before it can be deleted.

 

  1. Click on Settings.
  2. Click on Admin.
  3. Click on Manage Users.
  4. Select the user with the incorrect or old email address.
  5. Click on Disable User.
  6. Click on OK.
  7. Once disabled (indicated by an asterisk), click Delete User.

 

 

 

 

Part 2: Create a new user.

 

  1. Click on New User Wizard.
  2. Complete the User Name, Mobile Number and Email Address fields.
  3. Select the required Role, Authorised Products  and Default Home Page as required.
  4. Click No – Finish as the team member already exists.

 

 

 

Part 3: Pair the new User with the existing team member.

 

  1. Click on People.
  2. Click on Team.
  3. Navigate to the relevant team member.
  4. Scroll across to the Email column and enter the new email address.
  5. Click on Save.
  6. If the login Name has changed, Scroll across to the Login Name column.
  7. Click on the Login Name field.
  8. Select the new login name from the dropdown.
  9. Click on Save.

 

 

 

 

How to Disable and / or Delete a User

 

This article will run through how to disable and or delete a user. 

*Note: A user needs to be disabled before they can be deleted.

 

 

  1. Click on Settings.
  2. Click on Admin.
  3. Click on Manage Users
  4. Select the User. 
  5. Click on Disable User.
  6. Click on OK.
  7. Once disabled (indicated by an asterisk), Select the User.
  8. Click on Delete User.

 

 

 

 

How to Undo a User Lockout

 

This article will run through how to undo a user lockout. A user is locked out after 5 unsuccessful login attempts. While a user is locked out, their password cannot be reset.

 

  1. Click on Settings.
  2. Click on Admin.
  3. Click on Manage Users.
  4. Select the Locked out User (identified by #)
  5. Click on Undo Lockout. 
  6. Click on OK to confirm the action.

 

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