ADDING STAFF AS CONTACTS. DOCUMENT Here is a guide to Webdadi. WEBDADI Updated June 2015

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1 DOCUMENT Here is a guide to Webdadi WEBDADI Updated June 2015 ADDING STAFF AS CONTACTS How to add Internal staff and assign them their Webdadi User Rights

ADDING INTERNAL STAFF IN WEBDADI: Adding staff into your Webdadi account starts in a similar way to adding any contact.

o Log into your Webdadi account o Click on Contacts from the left-hand menu o Add the Title, First Name and Last Name o Tick that the contact is an Internal Staff member o Select an office for the

CHANGING WEBDADI USER RIGHTS FOR STAFF MEMBERS o Make sure you selected an Office or their access will not work. They will still have access to all offices but must be assigned to one office at least.

2 ADDING INTERNAL STAFF IN WEBDADI: Adding staff into your Webdadi account starts in a similar way to adding any contact. Follow these instructions and then assign user rights based on the level of access you want your staff to have. o Log into your Webdadi account o Click on Contacts from the left-hand menu o Add the Title, First Name and Last Name o Tick that the contact is an Internal Staff member o Select an office for the person to be assigned to (it doesn t matter if they are assigned to all offices). o Ensure you include an address this becomes their username. o Select Ok. CHANGING WEBDADI USER RIGHTS FOR STAFF MEMBERS o Make sure you selected an Office or their access will not work. They will still have access to all offices but must be assigned to one office at least. o Go to the Additional tab. o Click the Active box in the bottom right. Type in a password for the user (they can change this later). o Select Apply to activate this password change. o Go back to the Additional tab again and select Webdadi User Rights from the bottom right. Assign rights that you would like them to have access to and then select OK. WEBDADI USER RIGHTS: User Rights Access options are included on the following pages. Select the ones appropriate to your staff.

3 User Rights * Tick new user according to the below ticked boxes Webdadi Active X - Media Uploader Corporate Administrator Full Editor Movie Maker Text Messaging Allow access media Allow access to transaction information Allow add property Allow copy property Allow delete property Allow interactive Floorplans Allow matching applications Allow modify property Allow triggering of Auto Allow ZoomSharp Floorplans Allow access associated properties Allow access media Allow access to notes Allow add contact Allow delete contact Allow domain account Allow matching property Allow modify contact Allow quick add Allow Property List Allow media proofing Allow access to CMS Allow add contact credit Allow export of contacts Allow Set Featured Property Office Manager

4 Webdadi full User Rights * Tick new user according to the below ticked boxes Webdadi Active X - Media Uploader Corporate Administrator Full Editor Movie Maker Text Messaging Allow add office Allow delete office Allow access media Allow add property Allow copy property Allow delete property Allow interactive Floorplans Allow matching applications Allow modify property Allow triggering of Auto Allow ZoomSharp Floorplans Allow access to organisation Allow add organisations Allow access associated properties Allow access media Allow access to notes Allow add contact Allow delete contact Allow domain account Allow matching property Allow modify contact Allow quick add Allow Property List Allow access to CMS Allow add contact credit Allow export of contacts Allow Set Featured Property Office Manager

5 CMS/Configuration User Rights When you have CMS user access you may not be able to add a new user Webdadi Active X - Media Uploader Corporate Administrator Full Editor Editing Reports Send Survey Calendar View associated contact calendars Allow Digitial Displays Movie Maker Text Messaging Canvassing Allow add office Allow delete office Allow access media Allow access to transaction information Allow add property Allow copy property Allow delete property Allow interactive Floorplans Allow matching applications Allow modify property Allow triggering of Auto Allow ZoomSharp Floorplans Allow access to organisation Allow add organisations Allow adding credits Allow access associated properties Allow access media Allow access to notes Allow add contact Allow delete contact Allow domain account Allow matching property Allow modify contact Allow Outlook Integration Allow quick add Allow Property List Allow media proofing Allow access to CMS Allow add contact credit Allow export of contacts Allow Set Featured Property Office Manager

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