My Team: Overview

In My Team, you will be able to add other users to your account as your team members, and this will give your team members their own login to access your REI BlackBook account. You can set permissions for their accounts based on their role in your company. To access My Team, click on your Name and select My Team from the drop down menu.

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Below are the different parts of the My Team page:

  1. Team Activity - lists the actions made by each member of your team.
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    • Filter - filters the team activity by TodayThis WeekLast 30 Days.
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  2. +Add Team Member - pulls up the form to add a user in your account. Follow the link for procedures on how to add users on your account.
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  3. List of Members - shows the list of users, their status (Active/Inactive) and their email address.
    • Account Information - shows the member's name, email address and phone number.
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    • Reset Password - will send a link to reset the member's password. The link will be sent to the member's email address on file.
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    • Deactivate User - this link will allow you to remove the member's access to your account.
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    • User Activity - lists the activities completed by the specific member once logged in to your REI BlackBook account.
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    • Permissions - this is where you can decide what parts of REI BlackBook you'd like your team members to have access to in their accounts. Some settings are automatically set to deny as a default because those settings contain sensitive information. However, you can change the permission settings for any settings listed under the Permission Settings.
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      • Admin - Items in this permission group deal with potentially sensitive data and tools.

        Permission Allows a Team Member to:
        Domain  By allowing access to this tool, you are also allowing access to the purchasing of domains with the credit card on file.
        Team Permissions  By allowing access to this tool, you are giving this team member access to view their own permissions and edit any other team member's permission settings (other than the primary admin account).

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      • General - Items in this permission group provides access to resources available inside REI BlackBook.

        Permission Allows a Team Member to
        Learn  Access to Webinars and the What's New Page from within the application
        Document Library  Access to REI BlackBook's resource of documents
        Bootcamp Videos  Access to purchased recorded video library from a previous Bootcamp Event
        Content Library  Access to REI BlackBook's additional prebuilt Workflows, and Marketing
        Marketing Profiles  Access to your marketed Contact Information.
           For more information click here
        Animation Library  Access to REI BlackBook's Animation gallery
        Property Alerts  Allows you to be notified automatically when another REI BlackBook Member posts a property to the community.
           For more information click here

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      • Tools - Items in this permission group provides access to different tools available inside REI BlackBook.

        Permission Allows a Team Member to
        Property Pipeline  Access to your entire Property Pipeline tool
        Property Finders  Access to the Property Finders tool
        Profit Dial  Access to the Profit Dial tool
        Web Tools  Access to the Web Tools;
        Websites, Landing Pages, Web Forms, Optin Popups.
        Equity Analyzer  Access to Add On tool Equity Analyzer
        Property Search  Access to the Property Search tool
        Classified Engine  Access to the Classified Engine
        Contacts  The ability to access to your entire Contact (CRM) tool.
        Marketing Budget Calculator  Access to the Marketing Budget Calculator tool.
        Team Task  Access to the Team Task tool

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      • Contacts - Items in this permission group provides a more detailed access to the Contact Manager

        Permission Allows a Team Member to:
        Add  This will allow Team Members to manually add contact to your CRM
           For more information click here
        Import  This will allow Team Members to import lists of contacts to your CRM
           For more information click here
        Edit  This will allow Team Members to edit any contact in your CRM.
           By default this is set to Deny
        Export  This will allow Team Members to export contacts and their data our of your CRM.
           By default this is set to Deny
        Delete  This will allow Team Members to delete contacts out of your CRM.
           By default this is set to Deny

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You now have an understanding of the My Team feature. If you have any questions or concerns about this information please contact us at support@reiblackbook.com

 

 

 

 

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