Top

User Preferences

  • Updated

User Preferences

User Preferences allows you to set up your personal branding, including your Office Logo and Agent Image.

Open and Navigate User Preferences

Click Preferences, then User. mceclip0.png

The dialogue box will display all the settings in this section

mceclip1.png

To go to a different preference page, click on the name in the vertical menu on the left. The items that you can set up are:

Office Logo

Allows you to change your office logo. The office logo displays on reports, CMAs, email signatures, Collaboration Center and more. 

mceclip1.png

Image Guidelines

The guidelines for the images are displayed on the right of the image, as shown above. They are also listed below.

  • Logo Format: You can only use a JPG image for the logo.
  • Logo File Size: In order to successfully upload a logo to Paragon, that logo must be below 1 MB in size.
  • File Name Special Characters: Special characters, such as \\/:*?\"<>| etc., cannot be used in the logo file name.

Insert an image already in your Paragon picture library

The following steps will walk you through how to update your office logo.

NOTE: To upload an office logo, you must be the broker or manager (for steps on how to add see page 3).

Step 1 - Click Upload Office Logo. Your Paragon picture library is displayed.C:\Users\singlsh\AppData\Local\Temp\SNAGHTML9f2cef8.PNG

Step 2 - Click My Office Images. 

Step 3 - Click the image you want to add as your office logo. The background turns orange. C:\Users\singlsh\AppData\Local\Temp\SNAGHTML9f56217.PNG

Step 4 - Click Insert Image to make the selected image your office logo.

Upload a new image into your Paragon picture library

NOTE: To upload an office logo, you must be the broker or manager.

Step 1 - Click Upload Office Logo. Your Paragon picture library is displayed.C:\Users\singlsh\AppData\Local\Temp\SNAGHTML9f2cef8.PNG

Step 2 - Click My Office Images. 

Step 3 - Click Upload Image.

Step 4 - Click Add Files to browse your computer for the saved image you want to upload.
- OR -C:\Users\singlsh\AppData\Local\Temp\SNAGHTMLa657d8d.PNG

If you already have the folder with the image open on your desktop, drag the files to the space where it says Drag files here and skip to step 6. C:\Users\singlsh\AppData\Local\Temp\SNAGHTML1b39268.PNG

Step 5 - Select the image and click Open.

Step 6 - Click Start Upload. The picture is now added to your Paragon picture library.

Step 7 - Click My Office Images.C:\Users\singlsh\AppData\Local\Temp\SNAGHTMLa777cf9.PNG

Step 8 - Click the image you want to add as your office logo. The background turns orange.

Step 9 - Click Insert Image to make the selected image your office logo.

Agent Image

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. The process to add or update your Agent Image is the same as adding or updating your Logo Image (office logo) outlined above.

Image Guidelines

The guidelines for the images are displayed on the right of the image, as shown above. They are also listed below.

  • Logo Format: You can only use a JPG image for the logo.
  • Logo File Size: In order to successfully upload a logo to Paragon, that logo must be below 1 MB in size.
  • File Name Special Characters: Special characters, such as \\/:*?\"<>| etc., cannot be used in the logo file name.

Upload a new image into your Paragon picture library

The following steps will walk you through how to upload a new image. If you have already uploaded the image you want to use, skip to page 9 for steps to add.

Step 1 - Click Update Photo or click on the image. Your Paragon picture library is displayed.C:\Users\singlsh\AppData\Local\Temp\SNAGHTMLa6d6ba4.PNG

Step 2 - Click Upload Image.

Step 3 - Click Add Files to browse your computer for the saved image you want to upload.C:\Users\singlsh\AppData\Local\Temp\SNAGHTMLa6509c4.PNG

- OR -

If you already have the folder with the image open on your desktop, drag the files to the space where it says Drag files here and skip to step 6. C:\Users\singlsh\AppData\Local\Temp\SNAGHTML1c784ea.PNG

Step 4 - Select the image and click Open.

Step 5 - Click Start Upload. The picture is now added to your Paragon picture library.

Step 6 - Click the image you want to add as your office logo. The background turns orange. C:\Users\singlsh\AppData\Local\Temp\SNAGHTMLa7f1c64.PNG

Step 7 - Click Insert Image to make the selected image your office logo.

 

Insert an image already in your Paragon picture library

Step 1 - Click Update Photo or click on the image. Your Paragon picture library is displayed.C:\Users\singlsh\AppData\Local\Temp\SNAGHTMLa6d6ba4.PNG

Step 2 - Click the image you want to add as your agent image. The background turns orange. C:\Users\singlsh\AppData\Local\Temp\SNAGHTMLa801c20.PNG

Step 3 - Click Insert Image to make the selected image your agent photo.

Assume Identity

The ability to allow others to assume your Paragon Identity and work on your behalf.

mceclip2.png

Selecting the green + sign will allow you to add another member from your office, just as selecting a name will also allow you to delete someone that you have previously granted permission to assume your identity.

Click here to read more detailed information about all aspects of using Assumed Identity.

Login Maintenance

Currently unavailable for our association.

Mobile Account Settings

This enhancement enables you to share Active and Pending listings via Text Message. The outgoing text message includes your name and mobile number along with a CollabLink hyperlink to view the listings.

Step 1 - Select Mobile Account Settings from the left menu

Step 2 - Enter a valid mobile number

Make sure you click "Save" at the top of the box.

2020-09-18_08-54-18.jpg

To see more information about using your Mobile number to sent listings via Text message click here

Was this article helpful?
0 out of 0 found this helpful
Return to top

Related articles