System Settings

Overview

The Settings module allows you to customize Agent Teammate CRM to match your business needs and personal preferences. From user profile settings to workspace configuration, these tools help you optimize your CRM experience for maximum efficiency and productivity.

Settings Categories

User Profile: Personal information and preferences
Notifications: Email, push, and reminder settings
Calendar Integration: External calendar synchronization
Workspace Settings: Team and business configuration
Security & Privacy: Password and privacy controls
Billing & Subscription: Account and payment management

User Profile Settings

Personal Information

Manage your basic profile information and contact details:

Access Profile Settings

Navigate to Settings > User Profile from the main menu.

Update Basic Information

Modify your personal details:

Full name and professional title
Email address and phone numbers
Business address and contact information
Profile photo and avatar
Professional bio and specializations

Set Communication Preferences

Configure how you prefer to communicate with clients and receive system notifications.

Update Professional Details

Include license numbers, certifications, and professional affiliations.

Save Changes

Apply updates to your profile information.

Signature and Branding

Email Signature: Set up professional email signatures
Business Logo: Upload your personal or brokerage logo
Brand Colors: Customize interface colors to match your brand
Contact Information: Default contact details for documents and emails

Notification Settings

Email Notifications

Control when and how you receive email notifications:

Notification Type	Default Setting	Description
New Leads	Immediate	Notification when new leads are created or assigned
Deal Updates	Daily Digest	Summary of deal progress and milestone changes
Task Reminders	1 Hour Before	Reminders for upcoming tasks and deadlines
Appointment Reminders	24 Hours + 1 Hour	Multiple reminders for scheduled appointments
System Updates	Weekly	Feature updates and system announcements

Push Notifications

Enable Browser Notifications

Allow Agent Teammate to send desktop notifications for urgent items.

Configure Mobile Notifications

Set up push notifications for the mobile app if installed.

Set Quiet Hours

Define time periods when notifications should be suppressed.

Priority Levels

Configure which notification types can interrupt quiet hours.

Calendar Integration

External Calendar Sync

Connect your Agent Teammate calendar with external calendar systems:

Supported Calendar Systems

Google Calendar: Full two-way synchronization
Microsoft Outlook: Office 365 and Exchange integration
Apple iCloud: Calendar sync for iOS and macOS users
CalDAV: Standard protocol for other calendar applications

Setting Up Calendar Integration

Choose Calendar Provider

Select your preferred external calendar system from the integration options.

Authenticate Account

Log in to your external calendar account to authorize the connection.

Configure Sync Settings

Choose sync options:

Sync direction (one-way or two-way)
Event categories to include/exclude
Sync frequency (immediate, hourly, daily)
Conflict resolution preferences

Test Synchronization

Create test events to verify the integration is working correctly.

Sync Considerations

Two-way sync may create duplicate events if not configured properly
Some calendar features may not transfer between different systems
Changes may take several minutes to sync across platforms
Private events can be excluded from sync for privacy

Workspace Settings

Business Configuration

Configure workspace-wide settings for your real estate business:

Business Information

Company Details: Brokerage name, address, and contact information
License Information: Brokerage and agent license numbers
Default Settings: Commission rates, contract terms, and business rules
Branding: Company logos, colors, and document templates

Team Management

Invite Team Members

Add agents, assistants, and other team members to your workspace.

Set User Permissions

Configure access levels and permissions for each team member:

Admin: Full access to all features and settings
Agent: Standard access to contacts, deals, and personal data
Assistant: Limited access for support tasks
Viewer: Read-only access to specified data

Manage User Groups

Create user groups for easier permission management and communication.

Monitor User Activity

Track user login activity and system usage for security and productivity.

Data Management Settings

Data Retention: Configure how long different types of data are stored
Backup Settings: Automatic backup frequency and retention policies
Import/Export: Default settings for data import and export operations
Data Validation: Rules for data quality and consistency

Security and Privacy Settings

Account Security

Protect your account with robust security measures:

Update Password

Change your account password regularly using strong password requirements.

Enable Two-Factor Authentication

Add an extra layer of security with 2FA using your mobile device.

Review Login Activity

Monitor recent login attempts and active sessions across devices.

Set Session Timeouts

Configure automatic logout after periods of inactivity.

Privacy Controls

Data Sharing: Control what information is shared with team members
Contact Visibility: Set default privacy levels for contact information
Activity Tracking: Configure what activities are logged and visible
External Integrations: Manage permissions for third-party applications

Security Best Practices

Use unique, strong passwords for your Agent Teammate account
Enable two-factor authentication for enhanced security
Regularly review and update user permissions
Monitor login activity for suspicious access attempts
Keep your recovery email and phone number current

Billing and Subscription Management

Account Information

Manage your Agent Teammate subscription and billing details:

Subscription Details

Plan Type: Current subscription plan and features
Billing Cycle: Monthly or annual billing preferences
Usage Metrics: Current usage vs. plan limits
Renewal Date: Next billing date and renewal information

Payment Methods

Add Payment Method

Add credit cards or other payment methods for subscription billing.

Update Billing Information

Modify billing address and contact information as needed.

View Billing History

Access past invoices and payment history for record keeping.

Manage Plan Changes

Upgrade or downgrade your subscription plan as your business needs change.

Usage Monitoring

Contact Limits: Track current contact count vs. plan allowance
Storage Usage: Monitor document storage consumption
Feature Access: Review which features are available in your plan
User Seats: Manage the number of user accounts in your workspace

System Preferences

Interface Customization

Personalize your Agent Teammate interface for optimal productivity:

Dashboard Layout: Customize widget placement and visibility
Default Views: Set preferred default views for contacts, deals, and tasks
Color Themes: Choose from available color schemes or create custom themes
Font Preferences: Adjust text size and font choices for readability

Data Display Settings

Configure List Views

Set default columns and sorting for contact and deal lists.

Set Date Formats

Choose preferred date and time display formats.

Number Formatting

Configure currency display and number formatting preferences.

Time Zone Settings

Set your local time zone for accurate scheduling and timestamps.

Integration Settings

Third-Party Integrations

Connect Agent Teammate with other business tools and services:

Available Integrations

Email Marketing: Mailchimp, Constant Contact, HubSpot
Lead Sources: Zillow, Realtor.com, Facebook Lead Ads
MLS Systems: Local MLS data integration
Document Signing: DocuSign, Adobe Sign integration
Accounting: QuickBooks, Xero financial integration

API Access

Generate API Keys

Create API keys for custom integrations or third-party applications.

Set Permissions

Configure what data and operations are accessible through the API.

Monitor Usage

Track API usage and performance for integrated applications.

Manage Access

Revoke or regenerate API keys as needed for security.

Best Practices

Settings Management

Regular Reviews: Periodically review and update settings as your business evolves
Documentation: Keep records of important configuration changes
Testing: Test settings changes in a controlled way before applying widely
Backup: Document current settings before making major changes

Security Maintenance

Password Updates: Change passwords regularly and use strong, unique passwords
Permission Audits: Regularly review user permissions and access levels
Activity Monitoring: Monitor login activity and system usage patterns
Update Management: Stay current with system updates and security patches

Performance Optimization

Notification Tuning: Balance staying informed with avoiding notification overload
Integration Management: Monitor third-party integrations for performance impact
Data Cleanup: Regularly archive or remove obsolete data
Usage Analysis: Review system usage to optimize workflow efficiency

Troubleshooting

Settings Not Saving

Cause: Browser cache issues or session timeout.

Solution: Clear browser cache, refresh the page, and log back in. Try making changes again.

Integration Not Working

Cause: Authentication expired or service connection issues.

Solution: Re-authenticate the integration and verify service status. Check API limits and permissions.

Notifications Not Received

Cause: Email filters, notification settings, or browser permissions.

Solution: Check email spam folders, verify notification settings, and ensure browser permissions are granted.