Support Form
How to Request Changes from Support
The Inmovilla management form is a tool integrated into the CRM that allows agencies to request modifications directly from the My Office panel. These requests are automatically sent to the support department for processing.
To access and use this form, it is essential that the user has the specific permission called Management Form. This permission ensures that the requests received are officially authorised by the agency, thus speeding up their processing.
Objectives and functionalities of the management form
Changes affecting the configuration or management of an agency require approval from the person responsible or from individuals with express authorisation. When these requests are made by email, support verifies that they come from authorised addresses to guarantee the legitimacy of the request.
The management form offers a secure and centralised channel within Inmovilla to make these requests, avoiding the need to initiate external procedures. Its purpose is to facilitate communication with support while maintaining the required authorisation standards.
Among the tasks that can be requested through this form are:
Updating the agency's physical address.
Modifying email addresses linked to the agency.
Updating or resetting access passwords, including those of specific users.
Activating or deactivating users within the system.
Other requests related to changes or specific queries that require support intervention.
It is important to highlight that this form functions as a channel to request support intervention, not as a tool that automatically makes changes after submitting the request.
Access to the form: who should have it and how to enable it
Access to the form should be reserved exclusively for the person responsible for the agency or for authorised individuals to make this type of request. Having general access to the CRM is not enough; the specific permission to submit management requests is required.
To enable this permission, follow these steps in the user settings:
Go to Settings > Users.
Select the user to whom you want to assign the permission.
Enter the Advanced Permissions section.
Expand the My Office section to view its available options.
Activate the Management Form option for that user.
Within My Office it is possible to manage access to its different tabs, with Management Form being the option that enables the ability to send formal requests to support.
Importance of the permission: authorisation implications
The support department processes requests sent through the form assuming that the sender is duly authorised to represent the agency. Therefore, granting this permission not only means allowing access to a section of the CRM but also empowering the user to issue formal instructions that can affect the agency's configuration and operations.
For example, in cases such as reactivating a previously deactivated user, support requires explicit confirmation from the person responsible to proceed. A request sent by unauthorised personnel does not replace this essential authorisation.
Accessing the form through My Office
Once the permission has been granted, the user can access the form by following this path from the Inmovilla interface:
Click on your profile picture or avatar, located in the upper right corner.
Select the My Office panel from the dropdown menu.
Go to the Form tab.
Complete the management form with the request details and send it to the support department.
Recommendations for writing clear and effective requests
To facilitate efficient processing by support, it is essential that requests are precise and detailed. Below are guidelines for writing clear messages:
Define the required action: indicate whether it is to modify data, change a password, activate or deactivate a user, among others.
Identify the affected element: clearly specify which user, address, or data should be modified.
Describe the expected outcome: in change requests, differentiate between the current data and the new value you wish to set.
Provide the necessary context: especially in cases that impact user access or permissions within the CRM.
For example, for an agency email update, specify which address should be replaced and what the new address to be registered is. In activation or deactivation requests, clearly identify the user and specify the requested action.
Receipt and follow-up of support responses
Requests sent through the form are received directly by the Inmovilla support department. The response is sent to the registered email of the user who made the request, with a copy to the authorised agency email.
Thus, the form allows the process to be initiated from the CRM, while follow-up and resolution communication is maintained through the email channel.
Summary: key steps to request a change
Before submitting a request, ensure that the person in charge is duly authorised and has the Management Form permission. Then, go to My Office > Form, write the request clearly, and send it. The response will be sent to the support email of the requesting user, with a copy to the authorised agency email, thus ensuring transparent and secure management.
Perguntas frequentes
Isto foi útil?