Only Available to Designated Admin Users
- View/Edit Business – Initial business setup info including uploading your business logo
- Members List – Divided into 3 sections
- Business Members (Users)
- Users have access at some level to this WebApp
- All Users are Internal/Employees, but not all Internal/Employees are Users
- Associated w/ Business – May be disassociated with this business by unchecking
- User Group – Choose level of access granted to User
- Internal/Employees
- Members of the business team whether employees or contractors (1099)
- May or may not be Users (access to this WebApp)
- Internal/Employee – May be disassociated with the business by unchecking
- Queue Sequence – This controls who shows up in the Next Up Queue on the top of the People page, and their initial sequence.
- Business Members (Users)
- Invited – This is also where you invite someone to join your business by sending an email (top ribbon of page).
- User Groups – Assign privileges to User Groups (who can see and do what in the WebApp). These groups are assigned to Users in the Members List. Admins can use the preset User Groups plus design their own if preferred.
- Review/Revert Changes – Allows Admins to undo items that were deleted or changed. Specifically, everything above the “Save” button on a View/Edit Person page is saved and can be reverted, the additional data below is not part of the ‘undo’ process.
- List Management – Displays lists for Property Type, Lead Source, Trades, People Roles and People Statuses. Admins can change, hide, add and delete items off these lists as desired.
- Commission Splits – Admins may set the default commission splits for team members (Referral Agents and Working Agents). These defaulted percentages will initially autofill on transactions but may be changed at the transaction level at any time. For definitions of Referral Agents versus Working Agents, see the Introductory Help Pages.
- Backups – Admins may create backups of your data for other uses.
- Checklist Management – These are the checklists used throughout the WebApp.
- Initial standard checklists are displayed here. We do not recommend using these initial standard checklists in your app. We suggest they be duplicated and then changed as desired. Rename the duplicate checklist something else (ie – “Listing Checklist – Your Name/Team Name” and modify it as desired. Then remove the checkmark next to the standard checklists in the Show column and Save them. That way you’ll always have a standard checklist to fall back to when creating another new one.
- Admin may create new checklists from scratch here also.
- Checklists may be hidden by unchecking Show.
- Any checklist but the initial standard checklists may be deleted.
- Queue Changes – A historical record of who changed the Next Up Queue from the top of the People page with time and date.
- Company Management – Admins may search, add and delete Companies here and select trades that apply to the particular company. Multiple trades may be selected by holding down Control while selecting. Company names may be edited by clicking in the Name field.