agents
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agents [2019/06/12 17:35] brittany |
agents [2020/05/28 20:40] (current) michaels |
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| + | #redirect https://support.realgeeks.com/hc/en-us/articles/360043161334 | ||
| ====== Users ====== | ====== Users ====== | ||
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| Click the **"Add Existing Real Geeks Account"** to connect them to your Lead Manager. It is common for Users to have access to multiple websites with a single email address. | Click the **"Add Existing Real Geeks Account"** to connect them to your Lead Manager. It is common for Users to have access to multiple websites with a single email address. | ||
| - | {{::existinguserrar1.jpg?600|}} | + | {{::existinguserrar1.jpg?700|}} |
| If the person is not an existing User, you will need to enter their First and Last Name before selecting their Role. | If the person is not an existing User, you will need to enter their First and Last Name before selecting their Role. | ||
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| - | {{::addingnewuserrar1_2.jpg?600|}} | ||
| **Note:** Real Geeks User Profiles are intended to be owned by the User. When setting them up, you have the ability to see their temporary password by clicking the "Show Password" button. You might want to copy this and save it along with the User's login email address in the event they do not receive the automatic email that is sent to them with their password. After the User changes their password, you (the Admin) will not have access to their password unless you have access to their login email account. | **Note:** Real Geeks User Profiles are intended to be owned by the User. When setting them up, you have the ability to see their temporary password by clicking the "Show Password" button. You might want to copy this and save it along with the User's login email address in the event they do not receive the automatic email that is sent to them with their password. After the User changes their password, you (the Admin) will not have access to their password unless you have access to their login email account. | ||
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| {{:new-user-not-existing.jpg?900|}} | {{:new-user-not-existing.jpg?900|}} | ||
| - | 4. After adding the new User, you will be brought to their Edit page. You'll want to **add the new User's signature in the Email Signature** field as this is the signature that will appear on their Property Update emails. | + | ==== Email Signature ==== |
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| + | After adding the new User, you will be brought to their Edit page. You'll want to **add the new User's signature in the Email Signature** field as this is the signature that will appear on their Property Update emails. | ||
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| - | 5. **Permissions** This is where you can select whether or not this person is an **Admin** as well as any other permissions they should have such as the ability to **Delete or Export leads**. If you choose not to allow the new User to access their Notifications, you will need to set their notifications for them under the Notifications setting. | + | ==== Permissions ==== |
| + | This is where you can select whether or not this person is an **Admin** as well as any other permissions they should have such as the ability to **Delete or Export leads**. If you choose not to allow the new User to access their Notifications, you will need to set their notifications for them under the Notifications setting. | ||
| + | |||
| + | {{::permissionsrar.jpg?500|}} | ||
| All changes here will automatically save. Your new User should receive an email with their login information and temporary password. If they do not receive this, and you did not save their temporary password, please have the new User go to https://leads.realgeeks.com, enter their login email address and click "Forgot Your Password". A time-sensitive email will be sent to them with instructions for resetting their password. | All changes here will automatically save. Your new User should receive an email with their login information and temporary password. If they do not receive this, and you did not save their temporary password, please have the new User go to https://leads.realgeeks.com, enter their login email address and click "Forgot Your Password". A time-sensitive email will be sent to them with instructions for resetting their password. | ||
| + | ===== Notifications ===== | ||
| + | |||
| + | There are two sections. The first one is the notifications that your user will receive. The second one is for you if you want to recieve the same notifications as your user. | ||
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| + | {{::notificationsrar1.jpg?800|}} | ||
| + | |||
| + | ===== Browser Notifications ===== | ||
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| + | If you want notifications to appear on your computer screen, click the "Yes, please" button. | ||
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| + | {{::browsernotifications.jpg?600|}} | ||
| ===== Deleting Users ===== | ===== Deleting Users ===== | ||
agents.1560360956.txt.gz · Last modified: 2019/06/12 17:35 by brittany
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