We have launched self-service for our independent estate and letting agency customers. To use the feature you must be logging in with a personal, company domain email address e.g. firstname.surname@company.com we will not give access to anyone using a shared log in.
Self-service is made up of 2 parts:
- User management (adding, editing and removing RM+ users)
- Branch marketing (editing profile description, logo and branch image)
You might like these handy videos or please read on for step by step instructions:
If you have permission to use self-service, when you select the menu in the top left hand corner of the page you
will see a section called 'Account Management' which is where you access the features.
User management
In the user management tool you can:
- Create new users by clicking the 'Add new user' button
- Remove existing users by selecting a user from the list and clicking 'Remove user'
- Change an existing user’s details *Note you cannot update an existing users email address
- Change an existing user’s permissions *Note permissions you will see will depend on your package and products
Branch marketing
In the branch marketing tool you can:
- Update your branch profile summary description
- Update your branch profile full description
- Update your branch logo & branch image