You can manage permissions from the Organisation menu in your user profile. Search for the team member whose permissions you want to adjust, select Actions, then choose Manage to update their permissions as needed.
1. Go to Manage.
2. Scroll down to view users list. Administrators can manage access to REISA Forms for each team member.
By default:
• Team members can view only the forms they have created.
• Admins can view all forms created by anyone in the organisation.
To grant full access to a user, check the ‘Admin’ box next to their name on the Manage Subscription page.
3. Use the checkboxes to assign permissions to each person to access Forms.
4. Scroll down and save changes.
5. The people added will then receive an email saying they have been added to REISA Forms. They should then log in, which will ensure their agent details are available to populate into forms.
