Preferences Wizard

There are three Preference Wizards to assist you in setting up your system for the first time.

Click Preferences from the Paragon Main Menu then under System you can select from:

Preferences Wizard

The first time you log into Paragon, you will be presented with the User Preference Wizard. Most of the User Preferences Wizard simply fills in the blanks. If you are new to Paragon, some items you may wish to skip over for now and come back to as you understand more of what that preference does for you.

The Preferences Wizard will take you through 16 pages and walk you through areas you can customize to tailor Paragon to you and the way you do business. Once you run through the User Preferences Wizard, Paragon is set up for you.

Should you wish to change any of these settings simply go to Preferences then select the preferences category that you would like to change. To re-open the wizard, select Preferences Wizard under the System Category.

Click the link here for more details about:

Page 1 - Click Start to begin the wizard

Page 2 - Allows you to change your Agent Image. Your agent image displays on reports, CMAs, email signatures, Collaboration Center, with your agent information when the agent name is clicked on in reports and more.

Page 3 - Allows you to change your Office Logo Image.

(Note: your broker is only one that can upload default broker images for you to use, but you can select from any of the images that your broker has uploaded.)