Admin Settings & Configuration

Overview

Super Portal admins have access to configuration options that control feed behavior, agent settings, email defaults, AI features, and system-wide preferences. This document covers the key admin settings available in the portal.

Agent Settings

Admin-configurable fields on each agent's profile:

Field Description Notes
MLS ID Agent's MLS identifier Used for production tracking and deal matching
License Number Texas real estate license number Required for compliance
Start Date Date the agent joined Bramlett Partners Defaults to the user creation date; can be edited later
Email Settings Toggle for automated email delivery Defaults to "on" for new agents
Default Feed Primary MLS feed for the agent Determines which data feed powers their searches
Default Counties Pre-selected counties for new searches Varies by feed

Feed Settings

Admins can configure per-feed UI behavior:

  • Which search fields are displayed for each feed
  • Default property type selections
  • Field label customizations
  • Feed-specific display options for property details

AI Feature Administration

AI features are managed through a hierarchical admin structure:

  • Feature toggles: Enable/disable specific AI features (Compose, Analyze, Coaching) per context (CMA, Search, Comments).
  • Prompt management: View prompt data is restricted to admin and manager roles.
  • Usage tracking: AI usage reports show feature adoption across agents, segmented by admin hierarchy.

Dynamic GTAG Configuration

Google Tag Manager (GTAG) configuration is managed dynamically through admin settings, allowing tracking code updates without code deployments.

User Management

From the Admin > Users section:

  • View all users with FUB Connection Status ("Connected" / "Not Connected")
  • Filter by Manual Users, FUB Users, or All
  • Create manual users (independent of FUB)
  • Change user roles (Company Admin and Super Admin only)
  • Deactivate users
  • View agent team assignments

Team Configuration

Teams are configured at the admin level:

  • Team Admin role assignment for team-level management
  • Team-specific FUB instance configuration (for teams with their own FUB)
  • Team-based branding for public links and emails

System Defaults

Key system-wide defaults managed by admins:

  • Automatic task launch: Defaults to off (false) for new deals. Located under the Advanced tab.
  • Email delivery frequency: Default cadence for market update emails.
  • Search result display: Default view settings and sort order.
  • Property suggestion emails: Can be toggled on/off system-wide. -e
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