User creation
In the main menu, click on Users > Agents
Click on add an agent on the top right corner, next to the search bar.
Fill in the form and complete all the mandatory fields:
- Type the agent/agency username. The agent/agency will use it to connect to their RentalReady personal space
-
Set the agent/agency level according to the visibility you want to provide them
No time limitation Agent/agency can see all the missions they have been assigned to or vacant for next 365 days SuperAgent Next 2 weeks calendar visibility Ok Next 72h calendar visibility Warning Next 24h calendar visibility No visibility No mission will be visible in the agent space - Assign the office(s)
N.B.: agent/agencies will only visible in the offices they have been linked to - Select the mission types to be covered by the agent/agency
N.B.: you can only assign the agents/agencies to the mission types set in this field - Assign the agent to the agency field, if applicable
- Select the default language that will be shown in the agent space
- Select notifications you want to send to the agent/agency
Once completed the form, click on submit to create the agent/agency profile. They will receive an invitation email to the address provided in the creation form with their username and a link to reinitialise their password.
Agents/agencies can download the dedicated RentalReady Agents app to manage their missions.
Difference between agent and agency
The user creation form is the same for both agent and agency users.
Agencies are marked with the tag 'agency' under the username in the agents dashboard.
If assigned to a mission, agencies can then reassign one of the agents they are linked to via the mission dashboards.