"You don't have access to the CRM"
If you sign in successfully and then see a screen headed You don't have access to the CRM, your Reapit account is working - but it is not linked to a negotiator record.
You are not locked out of Reapit, and nothing is wrong with your password. Only the CRM is unavailable, and only until the link is made.
Why a negotiator record is required
Almost everything the CRM shows you is personal to you rather than to your whole agency:
your Diary shows your appointments
your Tasks list shows your follow-ups
new leads, appointments and appraisals are assigned to you
appointment booking offers your availability alongside your colleagues'
All of that is keyed to your negotiator record in AgencyCloud. Without one, the CRM has no way to tell which of your agency's work is yours - so every one of those screens would be empty. Rather than show you an app that looks broken, the CRM tells you what is actually missing.
How to get access
Ask an administrator at your agency to link your Reapit Connect account to your negotiator record in AgencyCloud. The screen shows the email address you are signed in with - give them that address, as it is what they will need to find your account.
Common reasons the link is missing:
You are new. Your Reapit Connect login was created before your negotiator record, or the two were never connected.
You have left and returned, or changed office, and the record was archived.
Your account is not a negotiator account - for example a developer or billing-only login. These are valid Reapit accounts, but they are not intended to use the CRM.
Once your administrator has made the link, click Sign out on that screen and sign in again. The new details are read at sign-in, so signing out and back in is what picks them up - refreshing the page on its own will not.
If you switched organisation
If you saw the CRM working and then hit this screen straight after switching organisation from the sidebar, it means you have a negotiator record in the organisation you came from but not in the one you switched to. Sign out and back in to return to your original organisation, and ask your administrator about the other one.
Still stuck?
If your administrator confirms the link is in place and you still see this screen, contact the Reapit support team via the Help Center at https://help.crm.reapit.com. Quote the email address shown on the screen.
