How do I Add and Remove People To or From a Report?

Occasionally, you may need to give extra customers or realtors access to a report. Other times, you might find that the report doesn't have customers attached where you can send notifications. Adding (and subsequently removing) people from a report is a very easy process in HomeGauge, and only takes a moment to do.

Adding Customers and REPs to a Report

1. Log onto the HomeGauge Dashboard.
2. Locate a report that needs a customer or REP added.
3. Inside the section containing the document title lists a button labeled + User. Click that button.
   
4. You will be brought to a page with two steps. Under Step 1, click on Create a REP Username or Create a Customer Username depending on if the person you are adding is a client or a real estate agent.
   
5. On the next page, fill in the person's contact information. Their First Name, Last Name, and Email are the only fields required.
6. Scroll to the bottom of the page and click Submit.
7. You will be brought to the previous page where a username will have been automatically inserted under Step 2. Click Add Username.
   
8. The intended person will now be added to the report.
   
9. Send notifications like normal. For more information on sending notification emails, click here.

Removing Customers and REPs from a Report

1. Log onto the HomeGauge Dashboard.
2. Locate a report that needs a customer or REP removed.
3. Inside the section containing the document title lists a button labeled - User. Click that button.
   
4. Place a check mark next to the name of the person you intend on removing.
5. Click Delete.
6. The person will now be removed.