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 click on the gear icon in the upper right hand corner to view “settings”
Step 2: Choose “admin” from the list
Step 3: Then, from the middle column, choose the “users” option
Step 4: Choose “create new” from the upper right hand corner.
Step 5: Enter the requested information.
*Please note: Admin means the user will have access to admin functions and roles. Users have limited access to data and to making changes within the ZipperAgent CRM. You can click the “role” drop down and change from admin to user.
Step 6: Click the “send invite” button at the lower right side and an invite will be sent out 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 to resend the invite.
To Delete a User, see the steps to follow below.
Step 1: Click on 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 it's 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: Click the trash can icon when the user you want to delete is selected.
This will remove the user from the account.