Admin Tab Overview

00:04: Hello and welcome to your daily ads. Admin, tab overview video.

00:07: If you're either an office admin or a managing broker, this video is for

00:11: you. Within the admin tab, you'll find a list of all of your users and their

00:15: assigned role. You'll find any active user that has access to your instance,

00:19: and you'll find that. If you click edit, you have an option to upload a photo for each

00:23: person update some basic information and even enable and

00:28: disable notifications. For any user.

00:31: That's a broker. There's a secondary table where they have their own broker profile.

00:35: If you click edit under a broker, you'll find not only their

00:39: contact information and their broker information.

00:43: But this is all where we housed their commission, plans.

00:46: Set up any production goals for them, each year and attach any documents

00:51: or contracts to their account. You'll also have

00:55: the following two tabs where you can go in and customize some data points within your instance,

00:59: alone. Meaning these are the different dropdowns in the system.

01:02: This is a list of available options and I've gone in and added my

01:06: own records or adjusted them. You can adjust things like your data

01:10: values. Your submarkets. Required documents.

01:13: Whose required to approve deals. When they close, you can add important

01:17: dates, only citizens and sales and even generate your own task checklist.

01:23: Lastly, you will complete this during your configuration but you'll have the opportunity to go

01:27: in and toggle off and on different settings for your deals.

01:30: These can be adjusted at any time but please keep in mind that these only

01:34: change deals that are added after the fact.

01:36: So if I change the toggle, now the deals that are already in place, do

01:41: not change. Outside of that, there are some least customizations

01:45: for your invoices, some reports settings, and some reminders along

01:49: with properties and even QuickBooks If you have any questions about these settings

01:54: of the available under the admin tab, please contact your daily support team.

01:57: Thank you.