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How do I add agents or employees?

If you have partners, family or agents that help you with doing the check-ins, you can add them to your account at no extra cost!

Updated over a month ago

Sometimes you are not able to perform check-ins yourself, or this task simply isn’t part of your role within the company. For this reason, Check-in Scan allows you to create agent accounts, which can perform check-ins through the mobile app.

Depending on the plan you have subscribed to, you will have different capacities for adding agents:

  • Essential: Does not include agent accounts

  • Plus: 2 agent accounts

  • Ultimate: Unlimited agent accounts

  • Premium: Unlimited agent accounts

How to add new agents

If you need other people to perform check-ins for your properties:

  1. Access your web control panel.

  2. Go to “Agents” > “Add a new agent.”

  3. Enter the agent’s name and email address.

The agent will receive an email with a link to create their password. After that, they can download the app and log in with their own email and the password they created.

Note: Agent accounts can perform check-ins from the mobile app, but they cannot access the web control for security reasons.

Assigning properties to each agent

You can choose which properties each agent can view, helping you organize tasks and avoid mistakes.

To modify these options:

  1. In the web control panel, go to “Agents.”

  2. Click “Edit” next to the agent’s name.

  3. In the property dropdown menu, enable or disable the ones you want to assign.

Properties marked in blue will be visible in the agent’s Check-in Scan app.

How to remove an agent

If you need to revoke an agent’s access:

  1. Go to your web control panel and navigate to “Agents.”

  2. Click “Edit” next to the agent you want to remove.

  3. Click the “Delete this agent” button located in the upper right corner.

  4. Confirm the action.

Once deleted, the agent will no longer be able to perform check-ins for the properties in your account.

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