Issue Staff Access
*Note: Master Users Only
Issuing Access to Campaigntrack for staff members within Agentbox can be managed through the Accesstab of each Staff Card.
1. Click on My Office from the main menu
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2. Type the staff member's name on the Left Panel and the staff member will appear on the staff results panel
3. Click on the Staff members name to open their staff card
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4. Click on the Access tab and select Access Campaign Track
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New staff members created after the initial integration may need to be matched if the staff member has also been manually created in Campaigntrack. If matching is required*, you will need to obtain the Staff Reference ID and provide this to Campaigntrack for matching.
Navigate to Reports > Agent Reports > Licence Expiry Report and filter by Search Type: All Staff.
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The User ID that Campaigntrack requires is found within the Staff Ref column of the report.
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*Note, when a listing is fed from Agentbox to Campaigntrack, the attached listing Agent(s) will be created as a new Agent in Campaigntrack automatically if the Staff Reference for that Agent has not already been matched to an existing Campaigntrack Agent record.