Client Guides
Forgot Password
If you’ve forgotten your password, your account can be recovered using a standard reset function on the Appraisal Grid app home screen. Open the Appraisal Grid app Click the “Log In” circle. Tap “Get Help Signing In” below the password field. Enter your email address...
Change Password
If you know your existing password and would like to change it, follow the steps below: Log into the Appraisal Grid app. Tap “Settings” in the left side slider. Tap “Account and Security” “Tap Change Password” On the Change Password Screen, enter your current password...
Keyword and Advanced Search Functions
There are 2 ways to search the Appraisal and Valuation Requests lists within the Appraisal Grid app: Keyword Search Advanced Search the Keyword Search is a basic search function found on the Appraisals screen and is accessed by clicking the magnifying glass icon in...
Create a New Channel
New Channels are added to appraisal Grid via the app by following the process below. The manager that adds a Channel will be the owner of that channel. Requirements Manager’s role for Appraisal Grid. Process Log in to the Appraisal Grid app. Tap “Settings” in the left...
Joining a Channel
If you’ve received an email from info@3.210.202.43 (VERIFY) with an invitation code, which serves as a temporary password for Appraisal Grid, here are the next steps to join the Channel. Existing Appraisal Grid users Log in to Appraisal Grid. Go to Settings >...
Adding Users from Outside the Store to a Channel
If the user is from outside the store, either at another store within the group, or completely outside the group, follow the steps below to add a Participant to an Appraisal Grid Channel. You will not need to register Participants in PIM first. Adding Participants,...
Add a new sales person at the store that owns the channel
To add a new Sales Person to Appraisal Grid, they only need to be registered in PIM with either Appraisal Grid role below assigned: Sales Person (Appraisal Grid) Sales Person can do the inspection (Appraisal Grid) To add a Sales Person to Appraisal Grid, see...
Add a new manager at the store that owns the channel
Adding Managers to Store Channels (Managers at the store that owns the channel) Requirements The user to be set up must be registered in PIM and must be an employee of the store. The user to be set up must have “Appraisal Manager” as a selected role under Special...
Registering a user in PIM
This process applies to registering users from the store in PIM: Managers, Floor Managers or Sales Staff. If the user is designated one of the Appraisal Grid Sales Roles, the 8 steps below will complete the process. Login to app.cdemo.com with the same login you use...