Overview
CollectorproOnline allows a user with the Company Admin role to add additional Appraiser role users as needed. The Company Admin may also deactivate users as needed.
How to Add a New User
Click on Administration on the navigation bar at the top
Click on Users and the screen below will be displayed
How to Invite a New User
Click the Invite User button in the upper right
Enter the users first and last name and email address and click the Send button. If you change your mind before clicking the send button, simply click the Cancel button.
The invited user will receive an email with a link to accept or reject the invite. If the user accepts the invite they are presented a registration form to sign up by entering their name, email, and telephone. When they complete the registration their user is created and they are logged into CollectorproOnline. CollectorproOnline support staff is notified and the new user is contacted, along with the Company Admin, to schedule training.
How to Deactivate and Reactivate a User
Deactivate a User
A Company Admin may reactivate and deactivate users as needed. If a user no longer needs access to CollectorproOnline, the Company Admin can simply deactivate the user and the user will no longer be able to sign in to CollectorproOnline until reactivated.
To activate or deactivate a user click on Administration – Users from the navigation bar at the top and the user list will be displayed. Locate the user you wish to activate or deactivate in the list and click the checkbox to the left of the users name and click the Deactivate link above the name column. The user will be deactivated immediately.
Reactivate a User
A Company Admin may reactivate and deactivate users as needed. If a user has been deactivated and need to be reactivated to CollectorproOnline, the Company Admin can simply reactivate the user and the user will be able to sign in to CollectorproOnline until deactivated.
To activate or deactivate a user click on Administration – Users from the navigation bar at the top and the user list will be displayed. Locate the user you wish to activate or deactivate in the list and click the three dots to the right of the user and click the Activate selection.
How to Edit a User
A Company Admin may edit any user. in their company.
Company Admin – Edit a User
To edit a users information click on Administration and Users from the navigation bar at the top. Locate the user you wish to edit and click the three dots to the right of the users information and click the Edit selection. Edit the information you wish and click the Save button at the bottom.
Fields denoted with a red asterisk are required to be completed to be able to save the changes.
