Accounts and Settings
- What are the access levels in ActivePipe?
- What is a User?
- What is a BSO/Admin?
- What is an "Office-Wide" account?
- Log in as an admin
- User management for Admins
- How can I switch from my admin account to one of my user accounts?
- Self manage your ActivePipe account
- Self manage your account through the Settings menu - User level
- Self manage your account through the Settings menu - Admin level
- Adding integrated users to your ActivePipe account
- Adding (non-integrated) users to your ActivePipe account
- Activating your account - for invited (non-integrated) users
- Disable or de-activate user accounts
- Resetting passwords for your users
- How to find a user's MyDesktop agent ID
- Update a profile image
- Update profile details like phone numbers, title or name
- Can I add someone to also receive my appraisal, loan enquiry, property enquiry or property feedback notification emails?
- Update email notification preferences
- Private Inspection/Showing notification settings
- How do I configure my social media links? - User level
- How do I configure my social media links? - Admin level
- Add or update a YouTube or Vimeo channel
- Sender Details: "From Address" and "Reply-to Address"
- How do I get a new user or admin set up?
- Send campaigns on behalf of users from a corporate or brand level
- How long does it take for properties / contacts to sync across to ActivePipe?
- Open home feedback - Does this sync back to my CRM?
- What is a Team?