Brokerage Profile for Admins

Better settings for your agency branding and agency preferences

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Written by Indio Communications
Updated over a week ago

Agency Settings

With the Agency Settings, admin users can manage their brokerage name, website, and logo as they appear on Indio. There is also an ability to add an Email Disclaimer that agents can choose to include in their emails from the Indio platform. Agency Settings is found under the Admin menu item.

How It Works:

1. Log into your admin user account.

2. Click on the Admin tab in the main navigation at the top of the screen and then click on the Agency Settings tab.

3. Make edits to any of the fields (if you are wanting to change the logo, first you must delete the existing logo and then add the new logo).

4. Save Changes.

Tips for Agency Profile Logos:

  • Logo images must be in PNG or JPG format

  • Logo will not show in the portal when logged in as an agent, but does replace the Indio logo in the top-left corner for your clients.

  • Recommended logo size in pixels: 192 wide x 52 high.

Agency Preferences

These options allow Admins to define how Indio is tailored to preferences for an agency.

Agent Landing Page

After logging in to Indio, an agent will land on the Submissions List page. This is the default home page for agents. The Agent's Landing page is set under Admin, Agency Preferences. This defaults to the Submissions List but can be changed back to the Accounts List.

Contact Access Filter

The option to see a preview of client requests is controlled by an Agency Preference. Set the Contact Access Filter "On" to make this feature available on the Submissions Detail page. To learn more, check out this article: Agent Preview of Client Requests.

Client Portal Preferences

  • Hide the form progress bar. Enable this setting to hide the progress bar which shows the percentage of completion for a form in the Client Portal. This does not affect the progress bar that appears for a form in the Agent Portal.

  • Allow clients to download comments and attachments along with forms. Enable this setting to give client contacts the option to include comments in the PDF download for a form.

Still have questions? Feel free to chat with our Support Team! The chat feature is located in the bottom, right-hand corner of the platform or email at

Note: The Indio Technologies platform is most optimized on the browsers such as Microsoft Edge, Google Chrome or Mozilla Firefox. If you use Internet Explorer (IE) 10 or less, there may be limited functionality as a result. Internet Explorer (IE) 10 will reach end of support on January 31, 2020.

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