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AGENT - Admins
AGENT - Admins

Set up your Brokerage, add your team, and set them up for success.

Indio Communications avatarChet Amborn avatarShruthi Shambulingaiah avatar
By Indio and 2 others3 authors16 articles
Comprehensive Admin Training

Reports


Reports Dashboard (Admins Only)
Reports Dashboard Video Tutorial
Marketing Analytics Within the Agent Dashboard Report (Admin Only)
Submission Dashboard Charts

Agency Profile


Brokerage Profile for Admins
Multi-Language Feature

Team Management


How to Add Internal Users (Employees)
Indio Team Users

Integrations


Setting up a Microsoft Service Account for Email Integration
AMS360 Integrations with Indio
Policy Headers
Email Integration Using a Service Account

E-Signature Templates


Creating E-Signature Templates (Video)

Schedule Workbook Templates


How to Use Schedule Templates
What are Schedule Groups?
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