Login at Sentrilock.com

Dual accounts: when adding a dual account in CRM it may take 10-15 minutes to sync over to Sentrilock.

IMPORTANT:

• Only add a team member to a Sentrilock account with permission from the lockbox owner.

Adding Team members

1. Click on the Users tab on left column menu bar
2. Search Field: change to Full Name
3. Search Value: enter full name
4. click on subscribers name that is not their primary. (shouldn't have an account number.)
5. select Account Settings (left column)

• locate Team Members on this page
• click on +sign
• enter the persons name, wait for it to drop down and click on it
• click on +sign one more time
• Save

6. Note: this procedure is a reciprocal one.

• The other subscriber or in a dual situation the same subscriber must perform these same steps for the team to work.
  • You can do this for the subscriber by logging in as them. Their ID and password is located in the Card Carrier PDF. (see Users tab image)
  • Once logged in as them or they log in themselves
  • click on the envelope
  • click "Approved"
  • log out of their account

Removing Team members

1. Click on the Users tab on left column menu bar.
2. Search Field: change to External ID or full name.
3. Search Value: enter External Id or full name depending on what you choose.
4. click on Subscribers name that is underlined.
5. select Account Settings (left column).

• locate Team Members on this page.
• click on red X next to person they want removed.
• Save

6. Note: this procedure is a reciprocal one, the other member of the team must perform these same steps.