Client Management for Admins
- Add User to Ruuster
Invite a new user from Follow Up Boss to Ruuster.
- Add Users to Ruuster
Add all users to Ruuster using a tag.
- Delete a Client
Overview If you know a client is no longer working with your agency, you can remove them from your app. Use caution when deleting a client, as this cannot be…
- Find and View all Client Activity
Overview When clients use your app, you can see their activity as they look at homes and information. You’ll be able to see the last time a client logged in,…
- Manually Reassign Clients Between Agents
Overview Sometimes agents may leave your agency. To make this a seamless transition for the clients who have been working with that agent, you can reassign…
- Resend Client Invites
Overview When clients are sent an invitation to the app, they sometimes lose the invitation email or have trouble receiving the text message. To solve…