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AGENT - Admins
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