In HomeGauge, you may encounter different scenarios related to adding or removing people from a report and experiencing specific error messages. Here are the everyday situations and their explanations:
Adding and Removing People from a Report
Occasionally, you may need to grant additional customers or realtors access to a report. Alternatively, you might find that a report lacks attached customers, making it impossible to send notifications. Fortunately, adding or removing people from a report in HomeGauge is quick and straightforward.
Error: Email is Already in Use
If the Dashboard indicates that the new or corrected email is already in use, the customer already has a HomeGauge account associated with that email address. In this case, you won't be able to change the current information but will need to add the customer again with their new information because the email is already in use.
Solution: Follow the steps in Add a Customer or REP to a Report from the Dashboard below.
Error: You do not have permission to view this customer's information
When you encounter the above error message while clicking on a customer or realtor's username in a report from your My Reports list, it typically indicates that the user's account was recently updated or the contact was deleted from your contacts list. To learn more, please visit this article: Inspector Dashboard: Manage Contacts.
Solution: Follow the steps in Add a Customer or REP to a Report from the Dashboard below.
Adding customers and REPs to a report adds them to your Contact Network. This lists all Contacts you have used. You can search for contacts and find reports they have been added to. To learn more about Contact Network and how to manage it, please visit this article: Inspector Dashboard: Manage Contact Network.
Add a Customer or REP to a Report from Dashboard
Log onto the HomeGauge Dashboard
Locate a report that needs a customer or REP added
Inside the section containing the document title lists a button labeled + User. Click that button.
You will be brought to a page titled Add User to the Report
If you have used the customer/REP in the past, search by name or email address in the corresponding searches
If this is a new customer/REP, click Add New Customer/Add New REP
Type in the email address and click Continue
If the email is new to HomeGauge system, you will be taken to Create New Account, enter the required fields under Account Info, Set Permissions, and click Add Contact To Report
If the email is in HomeGauge's system, you will be taken to Add Existing Account page, with a window will pop up explaining the account exists in HomeGauge.
This is an excellent time to review account information. If the information needs to be updated, click Request Updated Info. Afterward, scroll to the bottom of the page. Set Permissions to view and/or Forward the documents. Click Add Contact To Report.Once back at the Report, send notifications. To learn more, please visit this article: Inspector Dashboard: Edit and Send Report Notifications to Customers and Realtors
Removing Customers and REPs from a Report
Locate a report that needs a customer or REP removed on the HomeGauge Dashboard
Inside the section containing the document title lists a button labeled - User. Click that button
Add a checkmark next to the name of the person you intend on removing.
Click Delete.
The person will now be removed.
If you are removing a customer or REP that is duplicated or linked to an incorrect email, use the User Name/Email column to determine which listing you would like removed.