Users

In the Dashboard, the Users tab will show all users who have registered on the app or been manually added. In this section you can Add a user, View user contact details, View user app activity, Make Inactive, and download a CSV file of all users to upload into your CRM. 

ADD A USER

1. On the left-hand side of the screen, locate and click on 'Users'.
2. Look for the option 'New user' and select it.
3. Fill in the requested information for the new user.
4. Click on 'Create user & send email' to finalize the user creation process.
5. An email will be sent to the provided email address, containing relevant information for the new user.

USER CONTACT DETAILS

1. Click on 'Users' located on the left-hand side of the screen.
2. Find the user you wish to retrieve details for.
3. Here you will see the following information:
   • Name
   • E-Mail
   • Phone
   • Date Joined
   • Amount of Logins & last time logged in. 

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VIEW USERS APP ACTIVITY & DETAILS

1. On the left-hand side of the screen, locate and click on 'Users'.
2. Find the specific user you want to view and click on 'View' located to the right of their information.
3. Upon clicking 'View', you will be able to access the following sections:
   • Users contact details.
   • Agent the user is assigned to.
     • If needed you can Re-Assign the User to a New / Different Agent here.
   • Agent Saved Searches
     • Here you can create Saved Searches for the user. 
   • Overview of users Favorites, Notes and Saved searches.
     • • If you click on each section you will see details.
   • Tags: Manage existing tags and Create new ones.
   • Agent Notes.
   • Promote to Agent.
   • Recent activity.
   • Most viewed listings in past week.

MASS UPDATE USERS

1. Log in to dashboard.homestack.com.
2. On the left-hand side of the screen, click on 'Users'.
3. Choose from two options:
   • Select All: Click the checkbox next to the 'Name' column header to select all users on the current page.
   • Select Specific Users: Click the checkboxes next to individual user names. You can also use filters to refine your selection based on assigned agent, tags, join date, etc.
4. After selecting users, click 'Update selected users'.
5. You can now:
   • Reassign selected users to a new agent.
   • Add new tags.
   • Remove existing tags.
6. To apply your changes, click 'Update users' at the bottom. The system will update the selected users accordingly.

MAKE INACTIVE

1. Login on dashboard.homestack.com
2. On the left-hand side of the screen, locate and click on 'Users'.
3. Scroll down until you see 'Make Inactive' on the lower right side.
4. Click on the red rectangle that says 'Make user inactive'
5. Making a user inactive will prevent them from logging into the app and remove them from the dashboard and Insights.

DOWNLOAD CSV FILE

1. On the left-hand side of the screen, locate and click on 'Users'.
2. Look for the option 'Download CSV' and select it.
3. Navigate to the location where the file was downloaded.
4. Click on the file to open and view its contents.
   • Name
   • Email
   • Phone
   • Created (date registered)
   • Last login
   • Login count
   • Agent name