INTRODUCTION
Here we will explore the various ways the System Owner can make administrative changes/edits to their system.
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These changes can be made to the following categories:
Users
Agent Documents
Listings Documents
Lease Listing Documents
Transaction Documents
Other Income Documents
Marketing Plans
Tasks
Projects (including Agent Onboarding & Termination)
ADMIN LINKS FOR SYSTEM CHANGES
NOTE: To access the following links, you must be signed into your system as the System Admin, and cannot currently be impersonating any User.
System changes are made by navigating within the system utilizing the URL specific to the type of change(s) to be made after logging in as a System Admin.
TIP: Some changes can also be made by clicking the gear icon in the top right section of the window.
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SYSTEM USERS
To make System Changes pertinent to System Users (including Admin, Assistants, and Staff), navigate to: [https://yoursite.com/admin/users](https://yoursite.com/admin/users)
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To return to the dashboard at any time, simply click the logo in the top-center of the screen.
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AGENT DOCUMENT CONFIGURATION
Navigate to: [https://yoursite.com/admin/configuration/](https://yoursite.com/admin/configuration/)
document/agent
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LISTING DOCUMENT CONFIGURATION
Navigate to: [https://yoursite.com/admin/configuration](https://yoursite.com/admin/configuration)
/document/listing
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RESIDENTIAL-LEASE-LISTING DOCUMENT CONFIGURATION
Navigate to: [https://yoursite.com/admin/configuration/](https://yoursite.com/admin/configuration/)
document/residential-lease-listing
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TRANSACTION DOCUMENTS
Navigate to: [https://yoursite.com/admin/configuration/](https://yoursite.com/admin/configuration/)
document/transaction
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OTHER INCOME DOCUMENTS
Navigate to: [https://yoursite.com/admin/configuration/](https://yoursite.com/admin/configuration/)
document/otherincome-transaction
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MARKETING PLANS
Navigate to: [https://yoursite.com/admin/configuration/](https://yoursite.com/admin/configuration/)
marketing-plans
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TASK TRIGGERS
Navigate to: [https://yoursite.com/admin/](https://yoursite.com/admin/)
configuration/task-triggers
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PROJECTS
Navigate to: [https://yoursite.com/admin/](https://yoursite.com/admin/)
configuration/projects
Reminder: Many of these pages can be accessed via the gear icon in the top-right section of the page.