AGENT - Admins

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

15 articles in this collection
Written by Shruthi Shambulingaiah and Indio Communications

Comprehensive Admin Training

Admin feature training, from adding team members to setting up templates.

Written by Indio Communications
Updated over a week ago

Reports

Reports Dashboard (Admins Only)

Indio's Reports Dashboard presents information about agent and clients activities within Indio.

Written by Indio Communications
Updated over a week ago

Reports Dashboard Video Tutorial

A quick video overview of how to use the Agent & Client reports.

Written by Indio Communications
Updated over a week ago

Marketing Analytics Within the Agent Dashboard Report (Admin Only)

View detailed information around your agency’s marketing efforts when leveraging Indio’s Send to Market feature

Written by Indio Communications
Updated over a week ago

Agency Profile

Brokerage Profile for Admins

Better settings for your agency branding

Written by Indio Communications
Updated over a week ago

Multi-Language Feature

How to setup multiple languages for your agency/brokerage

Written by Shruthi Shambulingaiah
Updated this week

Team Management

How to Add Internal Users (Employees)

Adding your employees to Indio is easier than ever!

Written by Indio Communications
Updated over a week ago

Indio Team Users

Indio Team users and how to manage them

Written by Indio Communications
Updated over a week ago

Integrations

Setting up a Microsoft Service Account for Email Integration

How to set up a Microsoft service account to enable Indio's email integration for your whole organization

Written by Indio Communications
Updated over a week ago

Integrations with Indio

Get a high-level view of how Indio can streamline your workflow with integrations with Applied EPIC, AMS360 or Sagitta.

Written by Indio Communications
Updated over a week ago

Policy Headers

Read-only view of policies pulled from your AMS

Written by Indio Communications
Updated over a week ago

Email Integration Using a Service Account

Setup and manage email integration for your entire organization in one place

Written by Indio Communications
Updated over a week ago

E-Signature Templates

Creating E-Signature Templates (Video)

Take advantage of Indio Sign documents that have already been built by your admin team

Written by Indio Communications
Updated over a week ago

Schedule Workbook Templates

How to Use Schedule Templates

Learn about creating and using reusable schedule templates

Written by Indio Communications
Updated over a week ago

What are Schedule Groups?

What are they and how they work

Written by Indio Communications
Updated over a week ago