User Change?
A designated main point of contact with full permissions for updates or changes.
Boss
First step to complete a new user request
Verify the client submitting the request has proper permissions
Where can you view upcoming showings?
On the sidebar of the Agent Thread or property Task.
Maximum number of properties that we can bulk update?
20 properties
The date must be written as [month/day]
True
Who can request User Role changes?
Boss, Agent listed on the Agent list under Firm Task, and Agents with notes stating that they have permission
What are the two methods to assign Agent users?
Directly from the property Task and Using the Bulk Update tool
Can the Fire QA be used from an Agent Thread?
No, only from the Boss Thread.
Can we bulk update the change of showing hours?
Yes
Do we need to reassign each date and property individually.
Yes
All Agent users have standing permissions to edit showing hours.
False
Do we need Showing precedence and showing hours for Boss?
No
Where can we find the QA or Quick Action bar?
The QA Bar is only found on Threads.
What are the two methods to edit an Agent’s showing hours?
From the property Task and Using the Bulk Update tool.
What Quick Action do we use to reassign the showings?
Reassign QA.
Can clients change Comnand Center user roles from AppFolio?
No, they will have to reach out to support.
Where do you enter a new user contact?
Under “New Thread” on the Firm Task
What is the designation if the user is being removed due to leaving the company?
Other
How do we enter Monday to Saturday 9:00 AM to 6:00 PM
M-Sa 9AM-6PM
What macro do we use for re-assigning showings?
LISA Reassigning Showings (Agent Removal) macro
Where is the Agents list located?
The Agents list can be found on the Firm Task.
What information must be edited/checked when creating a new user?
Contact name and User role
What are the 3 methods to remove a User?
Using the "Fire Agent" QA, Directly from the property page, and Using the "Modify Agent Across Many Properties" option in the "Bulk Update" tool.
What information is needed before updating hours?
Is the agent assigned to multiple properties, Will this change affect all properties and Should upcoming showings be reassigned, canceled, or left as-is
Where do we need to do the Reassign QA?
From the sending Agent's thread?