Support Centre · Team, settings and messages

Settings, one tab at a time

Profile, branding, sharing, notifications, requirements, print, retention, security, cloud.

Profile: your name, phone, WhatsApp number, whether you are a realtor, landlord or property manager, and your province.
Branding: brand name, logo and colours on the portal and emails your renters see. Pro plan and above.
Share with Clients: your personal link and its slug, and your Google Business link so every client gets a Review tab.
Notifications: who is emailed when a client acts (the assigned agent only, or the whole team), addresses to always copy, and which actions send an email. Text messages: a switch to get the same notices by text, to the mobile number on your profile. Renters have the same switch on their Account page.
Requirements: the application fields a renter must complete before submitting.
Print Report: the sections included when an application is printed or saved as PDF.
Retention: how long a closed file keeps its documents. Read Document retention.
Security: two-step verification for your login. Read Two-step verification.
Cloud Storage: a private Foyer folder in your OneDrive that receives every upload.

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