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InTouch Online Access

Introduction (Please Read):
This document provides the steps needed to utilize the InTouch online access tool available through Realhound.com. This document covers three sections:

Part 1 – Setting up InTouch Access
Part 2 – Logging into InTouch Online Access
Part 3 – Providing client InTouch Access

Part 1 – Setting up InTouch Access
1. Email support@realhound.com requesting a Shared Database Name and Pin number. This is complimentary with your annual program license.

2. Setup Live! using the ShareAnywhere technology. For additional information on the ShareAnywhere technology register for attend the Setup online training class and view the ShareAnywhere Easy Setup TechDoc.

Part 2 – Logging into InTouch Online Access
1. Visit www.Realhound.com.

2. At the top of the website in the InTouch section, type in your Live Name and User Name. The Live Name is the Shared Database Name provided by the Support Department when initially requesting to setup a Live database using the ShareAnywhere technology. The User Name is the same User Name you regularly use to login to your database.

3. Click the Login button

4. On the subsequent screen, type in your Password and click Login. The Password is the same Password you regularly use to login to your database.

5. Once logged in, you will be able to access and view your database.

Part 3 – Providing Client InTouch Access
1. To provide a client with InTouch online access to the properties that he/she owns and the activity for marketing reports related to those properties, you must first setup initial InTouch Online Access using the steps outlined in Part 1 of this document.

2. Within the program, go to File on the top toolbar and under Administration select Users and Teams.

3. On the screen that opens, click the New User button

4. Enter a User ID for the client that they will use to login online

5. Enter an appropriate role (e.g. Client)

6. Click the checkbox denoting “Check here to allow this user InTouch access to properties they own”

7. Enter the client’s name

8. Associate this user profile to the client’s existing contact record within the database next to the “Me” Contact

9. Enter in the client’s email address

10. Enter in the client’s initials

11. Enter a password for the client and re-enter it in the Confirm Password field. Once entered, click the Set Password button. Be sure to make a note of this password for future use and testing prior to providing to client.

12. Ensure that the client’s Security Level is set to 1

13. Leave the Allow Live Connection checkbox unchecked in the lower right corner of the screen

14. Once complete, close the Users screen

15. After the next sync takes place (you can force an immediate sync by right-clicking on the Silver Cookies in the System Tray on your computer and clicking the Sync Now option), go online to www.realhound.com and login using the User Name and Password just created for the client. Verify that you can only view this client’s properties and associated activity. If you are able to view any information that you do not think this client should have access to, log into the database on your local computer and make the necessary changes.

Note: You are responsible for ensuring that clients only view the appropriate information they are allowed to view. Realhound.com is not responsible for any issues that arise as a result of improper database access provided to clients.

16. Provide the client with the Shared Database Name, as well as the User Name and Password you recently created, along with appropriate instructions for logging into InTouch.

How to Provide Owners with InTouch Access to Their Properties

How to Provide Owners with InTouch Access to Their Properties

Introduction (Please Read): The purpose of this document is to outline the steps needed to provide a client with InTouch online access to their properties. Doing this will provide a property owner the ability to view the property information and related marketing campaign activity in your database to which the contact is related as an owner. Steps: Step 1: Login to your database as the “administrator”. Step 2: In the top menu go to File->Administration->Users & Teams. File Admin Step 3: Click on the New User button to create a new user in your database and click OK. New User Step 4: Type in the new User ID, Name and Email in the appropriate fields. Use the Tab key to move between fields. User ID Step 5: Check the checkbox to “Allow here to allow this user InTouch access to properties they own”. Doing this will automatically change the Role field to “Owner” and set the Security Level to 1. Checkbox Step 6: In the “Me” Contact field, connect this user to the property owner’s contact record in the database. Click on the button to the right of the Me Contact field to search your database for the client or to add the contact to the database. Me Step 7: Type in your contact’s name and click on Search in order to locate the individual within your database. Select the name of the contact in the list and click on the Select button. Search Step 8: Enter the Password for the new user, confirm the Password and click the Set Password button. Click the OK button to acknowledge that that the Password has been set. Password Step 9: Ensure that the Allow Live Connection checkbox is not selected. Verify the information that you have entered and then close the screen when you are done! Allow After the next time your database synchronizes you will be able to login to InTouch Online Access using the User ID and Password that you just created. NOTE: It is always recommended that you log into InTouch as the Property Owner prior to providing the owner with the actual login information, in order to verify that you have provided him/her with an appropriate view.