Collab Center 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
- Collab Centre Preferences Wizard
- CMA Preferences Wizard
Collab Center Preferences Wizard
The Collab Center Preferences Wizard walks you through the process of setting up your Collaboration Center webpage. This set up includes customizing your contact information, including social media links, video bio, and how Paragon will notify you of events in the Collaboration Center.
Once you run through the preferences wizard your Paragon Collaboration Center is set up. If you wish to make changes to any of these settings simply go to Preferences, then click Collab Center. To re-open the wizard, select Collab Center Preferences Wizard under the System column.
Most of the Wizard is simply fill in the blanks. If you are new to Paragon, you may wish to skip some items for now and come back to as you understand more of what that preference does for you.
The Collab Center Preferences Wizard will take you through 7 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.
To view detailed information about each of the Collab Center Preference items click here.
Step 1 - click Start
Step 2 - Agent Information Ensure this page shows your name and contact information correctly.
Step 3 - About Me Message allows you to compose a message about yourself that your clients can read on the About Me page on the Collab Center.
Step 4 - Links Additional links for you to provide information to your clients from the About Me page on the Collab Center.
Step 5 - Office Information is where you determine what you want to display in reference to your office information. Note: Only the broker can change this information, agents can simply decide whether or not to display the information provided by the broker.
Step 6 - Notification Options allows you to preset the defaults that you wish to use for notifications for both you as the agent and your client. You can edit this per saved search, this is simply the default setting.
Step 7 - Search Options New Only is the default setting and allows your clients to create their own searches on their Collab Centre. Disable removes the option for clients to create searches on Collab Centre. You may also set up the option for Agent Preview if you would like to review the listings before they are sent out to the client.