Create a New User and invite them to log into ZipperAgent!
*Please note: you must be an owner or admin in the system in order to create a new user.
Step 1: Log into your ZipperAgent account, then go to the upper right hand side to “settings”
Step 2: Choose “admin” from the list
Step 3: Then on the right side choose the “users” option
Step 4: At the upper right hand side choose “create new”
Step 5: Complete the requested information. *Please note: Admin means the created user will have access to admin functions and roles. User has limited access to data and to making changes within ZipperAgent CRM. You can click the “role” drop down and change admin to user.
Step 6: Click the “send invite” button at the lower right side and an invite will be sent to the indicated email
If you need to resend an invite for any reason (incorrect spelling of name or email address) go to “pending invites”
Then click the “trash can” and you can create a new invitation by following the above steps. You can also click the arrow and that will resend the invite.
To Delete a User, follow the steps below.
Step 1: Go to the gear icon in the upper right hand corner
Step 2: Choose Admin
Step 3: Look for Users in the middle column and click the link
Step 4: Select the user to be deleted (if an active user they will appear on the screen, if the user is still pending then look to the upper right and select pending invites)
Step 5: With the user you want to delete selected click the trash can icon.
This will remove the user from the account.