When setting up a new employee on the system, we recommend that the new employee add their relevant information (name, email address, email signature, etc.), connect their calendar to the system, change their post-login landing page and link to properties if applicable. We have included the relevant guides below, along with a brief explanation for each one.
Set up tasks
1. Creating a New User - A superuser needs to create the new employee record, during which they will input a username, email address, generate a password, and select an access level.
2. Updating User Information - After the new employee record has been created, the employee will need to input key information such as their name, job title, and phone number.
3. Adding an Email Signature - The new employee needs to add their email signature to their user record. This email signature will appear on all emails generated by them.
4. Office365 Calendar or Google Calendar—The new employee and other employees will need to connect their calendars with the system to add appointments.
5. Updating the Post-Login Page for a User - A superuser can customise the new employee's landing page to a specific part of the system they are responsible for, such as the Maintenance page, so they have immediate access to it on logging in.
6. Linking Users to Properties - If applicable, the new employee must be linked with specific properties they will be responsible for, which will ensure easy access to their assigned portfolio.
Support and training
In addition to setting up the new employee's user record, we also encourage new employees to familiarise themselves with the training and support options we offer:
1. Monthly Training Webinars - Live monthly webinars covering best practices and how to get the most out of the system.
2. Support Team – We have a support team available to assist Monday - Friday, 9:00am – 5:00pm. You can contact the Support Team by calling 01312851022 or emailing [email protected].
3. Intercom – This is our help centre, accessible by clicking the orange icon at the bottom right corner of the screen when logged into the system. The help centre includes guides and videos on using the system and allows the user to raise a support query with our team.