Get started with your all in one real estate suite Bricr account with these resources.
Go through this step by step so that everything is well prepared and ready to use.
We have just 4 steps:
- Step 1: General account
- Step 2: Users
- Step 3: Teams
- Step 4: Manage options
STEP 1
1. Get started with your GENERAL ACCOUNT and settings
General account
1. Account settings
Fill in the account details as completely as possible.
2. Preferences
Set the default country, so that it is always filled in when, for example, creating a new object.
Set the default language for the application, individual users can change it later in their profile.
Set the default date format for the application.
Set the default currency for the application.
What types of object do you sell or rent
This determines for all users of the application whether or not they are shown in the left menu at PIM.
For example
Apartment and House are both grouped in the left menu under Residential.
Subscription
- Here you can manage your payment methodes.
There must be at least 1 active payment method.
- You can upgrade your subscription to another Bricr plan.
- You can cancel your subscription.
- You can add add ons which are available for your Bricr account.
STEP 2
2. Get started with USERS
Users
1. Admin user
When creating the account, 1 user is always created who is also the administrator (admin). There must always be at least 1 user with these rights.
You make someone admin by clicking on the user's action icon and selecting "admin".
If you try to remove the last user who is admin from admin you will get a message.
2. Add new users with the blue button at the top right of the page with the overview of all users [Add user].
Each new user must have a unique email address to which an email will be sent to create a password.
As long as the new user has not created the password, it will be placed under the tab "Action required".
The details of the new user can already be filled in even though he has not yet created his password.
3. Tab active/Inactive
Users will come and go. Therefore, there is the option to make users active and inactive. They cannot be removed from the system, so the historical link to their work will always remain. Payment is only made for users on the action required and active tab.
You make someone active or de-active by clicking on the user's action icon and selecting "Deactivate user" or "Reactivate user".
4. Details of a user
- Personal information and MFA (Multi Factor Authentication)
a) Turn on MFA for you as a user by clicking the button.
b) A modal will open with a QR code
c) Scan the QR code with your personal mobile phone with a authenticator app.
d) Fill in the returned code by the authenticator app.
e) From now on you will have to enter a new code with the authenticator app every 30 days.
- Functions
Determine which type of function applies to the user. For example, if you indicate that the user is a broker, it will appear in a list from which you can select brokers later in another part of the application.
- Right on functions
If there are no teams, this card determines which main functions the user has access to. If you do not have permissions, the relevant function will be made light gray and no longer clickable for the user.
Some main items can have sub items such as settings, so that you can determine in even more detail what the permissions are.If you are admin you cannot uncheck settings.
- Right for teams
This card will only be visible if there are teams and if the user is placed in a team.
The team determines which main items are available to all users in the team. It is up to the user to determine which rights there are in turn. You always have read rights, but you can still indicate whether you can create new items, update existing items or delete existing items.
- Extra informationAdd as many email addresses of a particular type as necessary for the user.
Add as many phone numbers of a particular type as necessary for the user.
Add as many social media links of a particular type as necessary for the user.
Determine the attributes needed in other places later in the application.
STEP 3
3. Get started with TEAMS
There will be no teams present at the start and perhaps not necessary for the situation of your office.
Create team
Use the blue button at the top right of the create team page.
Give a name to your new team and, if desired, a description, so that it is clear what this team will do. All teams that have been created will appear in the left menu .
General rights of a team
Determine what rights the team has by checking the items. This is immediately arranged for all users who will be placed in that team.
Users in a team
As soon as you start working with teams, you will have to place every user in at least in 1 team. As a user you can be active in multiple teams.
- You can add users to a team with the blue plus button.
- You can delete users from a team with the action icon. To be clear: you are not removing the entire user, you are just removing them from the team.
For each user you determine which rights apply to him or her in this team.
Edit team name or delete team
With the action icon at the top right of the page you can change the name of the team or delete an entire team. If you do the latter, the items created with permissions will still be visible to the users of the team, but when changes are made, it will be necessary to determine what the new permissions for the item are.
STEP 4
4. Get started with manage options
Various standard values are always available in the application. However, these can be supplemented with custom items and managed under this section. We've broken them down so that finding the right option is easy.
In principle you do not have to start with this, you can always do that if you would miss an option value.
VAT percentage
The only value that must be added at the start are the values for VAT. The value "zero" is only available at the start.
Manage options > General > VAT percentage.