Collaboration Center Preferences

The Collab Center Preferences allows you to set up your Collaboration Center webpage URL. As well as customizing your contact information, including social media links, video bio, and how Paragon will notify you of events in the Collaboration Center.

Open and Navigate to Collab Center Preferences

Click Preferences, then Collab Center

The very first time you access it Paragon will take you to Site Information page click here for more info.

Every other time you go to Collab Centre Preferences it will display a page as shown here:

To go to a different preference page, click on the item in the menu on the left.

Agent Information
About Me Page Message
Links
Office Information
Notification Options
Search Options

Create Collab Center Site

Step 1 - Click on Preferences then under the column Preferences, click Collab Center. $C:\Users\singlsh\AppData\Local\Temp\SNAGHTML1b1dc1e7.PNG$

Agent Information

Here you can set up the information to display about yourself on the Contact Me page and email notifications.

Agent Name

Enter the full name you would like to display. Since this is marketing to your clients, you can change how your name appears on your Collaboration Center webpage.

Display Primary Phone Number

Check the box to display the primary phone number.

Primary Phone Number

Select the primary phone number to display if the box above is checked off.

Display Secondary Phone Number

Check the box to display the secondary phone number.

Secondary Phone Number

Select the secondary phone number to display if the box above is checked off.

Display E-Mail Address

Check the box to display your default email address.

Display Web Page

Check the box to display the web page.

Display My Story Video

Check the box to display your video bio as entered into the field below.

My Social Networks

To provide further advertisement for the agent, you can add a link to Facebook, Twitter, LinkedIn and Instagram. This will add an Icon to your Collab Centre site next to your name.

My Story Video Link

If you have a video uploaded to a video streaming site, you can paste the direct link to that video in this field and the video will appear beside your personal contact information page on the Collab Centre.

Agent Image

Your agent image must be uploaded as a square JPG image. If you need to resize your photo, click on the Crop Tool which will open Cropola a third-party app provided to crop the image to a square. Save this file to your computer to upload to Paragon.

The agent image uploaded to the Collaboration Center must be a square image. To help you upload a square image, follow the steps below.

Step 1 - Click on Update Photo at the top.

Step 2 - Click on Upload Image, on the top left of the pop-up window. Your Agent Image must be a square. If it is not, see the additional directions below before you proceed with the next steps. $C:\Users\singlsh\AppData\Local\Temp\SNAGHTML38a66ad5.PNG$

Step 3 - Click +Add Files to open the image you would like to use. $C:\Users\singlsh\AppData\Local\Temp\SNAGHTML38a77466.PNG$

Step 4 - Click Start Upload.

Step 5 - Click on the image to highlight it in orange if it is not automatically highlighted yet.

Step 6 - Click on Insert Image, on the top left of the pop-up window. $C:\Users\singlsh\AppData\Local\Temp\SNAGHTML38a9797d.PNG$

(Note: Updating the Collaboration Center Agent Image does not affect your main Agent Image.)

Resize your photo

If you need to resize your photo, use the Crop Tool at the bottom of the Agent Information page to access the third-party app Croppola.

Drop your photo in the location provided or click to choose a photo.

The photo will automatically be cropped, or you can manually adjust the square, if needed. $C:\Users\singlsh\AppData\Local\Temp\SNAGHTML9e8bf1a.PNG$

Click Download this crop to download the image to your computer and return to step 4 above.

About Me Message

Here you can compose a message you want to share with your clients through the Contact Me page. You can explain to them how you plan on using the Collaboration Center, it could be your resume, or information you want to communicate to your clients.

Note: you can select from some templates that we have provided to you by accessing ML Documents, click here for more information.

You can use the text editor tool at the top to create your message or you can compose your message in another word processor then copy and paste the content.

Office Information

Here you can set up the office information you would like to display on the Contact Me page and email notifications. The office phone number can only be changed by the office broker/manager.