My account

Configuring your account: managing passwords, user accounts, email signature, company info, etc

Cassy Cupples avatar Sue Bermúdez avatar Lewis Woodley avatar
17 articles in this collection
Written by Cassy Cupples, Sue Bermúdez, and Lewis Woodley

Agent Info tab - controlling the contact information displayed on my shared listings

It is vital that when another agent is interested in one of your listings that they can get in touch with the correct person about it.
Sue Bermúdez avatar
Written by Sue Bermúdez
Updated over a week ago

How can I add a new user

Lewis Woodley avatar
Written by Lewis Woodley
Updated over a week ago

How secure is my data?

Sue Bermúdez avatar
Written by Sue Bermúdez
Updated over a week ago

How can I add my own Terms and Conditions to my Listing and Sales Agreement Forms?

Choose the Terms and Conditions you display on your forms, you can either use the standard system Terms, or write your own.
Sue Bermúdez avatar
Written by Sue Bermúdez
Updated over a week ago

My email settings

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Written by Sue Bermúdez
Updated over a week ago

User accounts using the same email address

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Written by Sue Bermúdez
Updated over a week ago

How can I force a password reset for all user accounts in my company?

For the security of your data, we recommend that all passwords are changed in the event that an employee leaves your company.
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Written by Sue Bermúdez
Updated over a week ago

What is the Standalone Version?

The Standalone Version of the system is free. It allows you to manage your own properties and clients.
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Written by Sue Bermúdez
Updated over a week ago

How can I reset or retrieve my password?

For your security our platform does not store your account password.  If you forget your password you will have to reset a new one.
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Written by Sue Bermúdez
Updated over a week ago

What is a sub-office?

Both Network and Standalone Account holders can open a linked Sub-Office Account if they have more than one office for the same business.
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Written by Sue Bermúdez
Updated over a week ago

How can I upload my company logo?

Upload your company logo so that it will appear on your window cards and emails sent to clients from the system. 
Cassy Cupples avatar
Written by Cassy Cupples
Updated over a week ago

A guide to User Account Privileges

. User account privileges determine the level of access and responsibilities for each user.
Sue Bermúdez avatar
Written by Sue Bermúdez
Updated over a week ago

How to change my system language or client contact language

We support over 10 languages, see how to configure your system language and independently choose a language to send window cards to clients.
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Written by Sue Bermúdez
Updated over a week ago

How can I check or edit my user account details?

Keep your user account contact details up to date to be sure your collaborating agents can contact you.
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Written by Sue Bermúdez
Updated over a week ago

Customising my Home Page

Organise the layout of your Home Page to you have the information that is important to you available at a glance
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Written by Sue Bermúdez
Updated over a week ago

How can I add my email signature?

Set up one general company email signature or set up individual signatures for each user account.
Lewis Woodley avatar
Written by Lewis Woodley
Updated over a week ago

How can I check or edit my company information

Be sure to keep your contact information up-to-date so that other agents and your clients can contact you
Lewis Woodley avatar
Written by Lewis Woodley
Updated over a week ago