Adding a New User


1. Select Company on the navigation menu. Then select Users from the sub-nav.


2. Click on the Add button to access the standard form to complete.




3. All required fields (highlighted with a red bar) must be completed.


4. Ensure that the user is allocated to the correct branch(es), and that the correct Designation has been selected as this will feature on the public facing website.


5. Provide a well-writen, brief bio for agents under Resume as this will feature on the Agent Card visible on your public facing website.


6. Upload a good quality Profile Photo as this will feature on your website if you select the user to Display on Branches.


7. Ensure that all details  you have captured are correct, then click the Save button.





Show required fields 

See only the minimum fields to be completed to successfully save the record




Collapse Groups 

Hide all fields available on the user detail form to see the section groups only




Required Fields 

It is mandatory to complete all marked fields to be able to save the record successfully



Designation 

Will set the user’s job title for the public facing website


Resume

Highly recommended for all agents set to display on the public facing website


Insert Privy Seal 

Type in the Privy seal ID only. (e.g.https://www.privyseal.com/za/jennifer-murphy/eaab-estate-agent/1c) This will auto-fill onto the agent’s web card


Username

Must always be the user’s company email address 


Group 

The group you assign will have a set of associated permissions that determine what this user can view and do in the system. See User Groups for more information



Social Media

If the user has a business profile for any of these social channels, add them here



Administrative data  

Personal information and confidential details fields are purely for administrative management purposes and will not be displayed


Media

Add a professional image for the agent’s display card on the public facing website


Documents

Administrative documents for the user can be safely stored here



Editing An Existing User


1. Navigate to Company on the navigation bar and select Users.


2. Find the desired branch record by:

• Enter the user name in Search

• Alternatively you can use Advanced Search to view users by branch


3. Tick the correct user record and click the Edit button on the top of the screen, or right-click the user name and select Edit from the pop-up box.


4. Proceed to edit / update the desired field(s) once the user detail form has opened.


5. All required fields (highlighted with a red bar) must be completed or you will not be able to save the edited record. The management system will alert you of completion errors to be rectified before being able to save.


6. Ensure that all detail you have captured is correct, then click the Save button



Managing Users - List View


1. The Users list view page provides an at a glance overview of the all users’ contact details, active listings, leads, and alerts. 


2. When working with the data for users per branch or area for example, the records can be sorted and / or ranked easily by any chosen criteria available for the table view columns.
(Also see: Table Manager)


3. It is quick and simple to extract required sets of data from the user list view page. You can easily select records using the checkboxes and bulk edit, export (as excel or pdf) or print data as needed. 


4. Key to Listings Abbreviations used on list view pages:


RFS    Residential For Sale

RTL    Residential To Let

CFS   Commercial For Sale

CTL   Commercial To Let

RD     Residential Developments

CD     Commercial Developments

RE      Residential Estates

CE      Commercial Estates

HL      Holiday Letting



Action Buttons


Search


Table Manager button
Choose which columns you want to view and in which order. A large number of column header options are available here


Listings per branch

Summary view of all available branches’ active listings per type



Users Details



Multiple actions become available when you select an individual branch record: Tick the desired record and select the Details button, or right-click the branch name and select Details.





Details

This tab is a dashboard created for each individual user. It is a tool that provides general statistics and administrative details




Contact Details

Select hyperlinks to call or email the chosen individual



Users Toolbox



Toolbox

All actions available for individual user records are accessible on this tab. Click on the chosen action button below to proceed


Generate Email Signature 


Leads

Click to view and manage the user’s leads


Notes 

Click to view or add notes