Adding Agents in StackWrap

This guide shows how to setup a new user in StackWrap

1. Go to AccessRedwood and navigate to Integrations.

2. Scroll down to Transactions and click AccountTech.

   

3. At the bottom, you'll see Sync AccountTech Users.

   Note: It may take some time to load all user profiles and information from Darwin.

4. Once it loads, sort the list by name, then look for the agent you need to add.

5. After finding the agent, check the StackWrap User column to see if the user has already been added.

   If not, click Create New StackWrap User.

6. Tick the checkbox next to the agent's name.
7. Click Save Users. A log will appear showing that the user has been created.

8. Go to Settings and search for the agent's name.

   

9. Click the pencil icon on the left to edit the user’s information.
10. If the email is a non-Redwood email (this should only happen with older agents), change it to the agent's Redwood email.
11. Under Start Date, select the date the agent started in StackWrap.
12. Under Group, select the agent’s office.
13. If the agent is part of a team, add the Team Name.

14. Click Submit once the information is complete.

    

Note: This will not send an email to the agent. You will need to provide them with login details.

Once the system is live, direct the agent to accessredwood.com, where they will find the login link. They can then sign in as a Google user using their Redwood account.