REProTool: Enterprise Admin Guide
Table of Contents
Login

Dashboard
On login, you will be taken to the Dashboard. Here, you can see analytics for all agencies associated to the Enterprise.

Enterprise Admins can view the analytic breakdowns for each agency assigned to the Enterprise from the table below the chart or by clicking the graph entry for the Agency and drilling down to the desired professional.


Multiple pages will display when the user list surpasses 10 users. You may use the Items per page dropdown to select 10, 20, 50, or 100 users per page. You can use the |< to jump to the first page and the >| will jump to the last page. Using the < or > buttons will take you to the prior or next page.

User Menu
Enterprise Admins have access to a user menu accessed by clicking the icon in the top right corner. This will display a menu with any options available to the appropriate user.
Under the user menu, as an Agency Admin you can view the various Legal Policies for the applications.

Under the user menu, as an Enterprise Admin you can update your Enterprise Profile information and logo image.

Changes can be made to your enterprise's Company Name, Phone Number, and Address, City, State, Zip Code, Website and logo image.

Under the user menu, as an Enterprise Admin you can update your User Profile information and profile image.

Changes can be made to your First and Last Name, Cell Phone Number, Work Phone Number, Work Extension, Address, City, State, Zip Code, Website, and User Roles.

Logout is accessible via the user menu and will return you to the login screen.

Users
The Users page displays a list of any associated Enterprise Users. Enterprise Admins can create new Enterprise Users, edit or delete users from the Users page.

Create User can be used to create enterprise users.

When creating a new Enterprise User, admins will need to enter a First Name, Last Name, Email, Address, City, State, and Zip Code. A password will need to be created as well that the user will be prompted to change on account verification.

When editing an Enterprise User, an Enterprise Admin can edit everything except Email. All required fields marked with a red line still need to be filled out and cannot be saved as blank.

When deleting a user, a popup will display asking you to confirm the deletion. Proceed will delete the user and Cancel or Close will return you to the users view without deleting the user.

Agency View
Enterprise Admins can view associated agencies by using Switch Agency View and selecting the agency you wish to impersonate.

Viewing an agency gives you the same access as an Agency Admin. For detailed instructions on Agency Admin capabilities, please see the Agency Admin Guide.





