How To Video: Set Up Your Account Details
Quick Reference: Account> My Info> edit info.
*Please note that this section is very important for accurate information throughout your account, such as setting your contact information for email template use, setting your proper time zone for time stamping and a slew of functions such as email dropbox, notifications and more. Watch the tutorial for the whole scoop.
Written Transcription of Video:
This is an overview of the Account options. You can see from this list that there’s a lot to go through, but we’ll just breeze over some of the ones that have their own in-depth tutorials for more specific uses in the system. But it’s worth knowing where these things are, what the capabilities are and making sure that you get your information entered properly into your Account profile. Why is that important, you ask? Because most of your marketing can include your agent details and this is a much easier place to update your contact information than in every single template. And there are important options like selecting what kind of notifications you want and more. So let’s dive in.
Click on Account> My Information. The information tab is where you’ll enter your contact information and any other details you want to add.
On the Account tab, you can set your username, change your password, set your time zone, if you’re an admin or account owner you’ll also see where you can change your own permissions. Agent level users will not see these permission options as they are assigned by the account admin or owner.
The Dropbox tab gives you your agent specific dropbox email address. This is covered in depth in another tutorial, but just add this email address to your contact information so that you can add it easily into your emails outside of Radiusbob to push outside emails into lead & client Notes within Radius. If you’re an admin or account owner, you can also use this address for lead vendor integration. DROPBOX TUTORIAL LINK
The Agency tab is where you can assign the user to a specific team if you’ve created upline & downline agencies. You can also set agent specific commissions here. Although we recommend using the Product level commission settings. But if you have an agent that won’t ever get commission, you can assign them to a flat rate of 0 here and save.
The Contracts tab allows you to upload the contracts for the agent. Click Add and fill in as much information as you want. Always save changes.
You can add in Errors & Omissions details in this E&O tab.
You can add and track licenses in the Licenses tab. Track the documentation, states, effective and renewal dates for agent contracts.
The Notifications tab is an important one. Here you can decide if you want to receive Emails when a new lead is Assigned to you, receive a Daily Task list via Email. If you’ve entered your cell phone in the Account> My Information> Cell field, do you want SMS replies to go to your cell phone and would you like browser notifications when a new lead is assigned to you?
Again, save any updates.
The Email tab is for agent level users to set their custom SMTP email server up. If you’re an admin who has set up the Account level SMTP, then you will be brought to Settings> Email, Calendar, Column and Other settings to enter the SMTP there. But the agents will set their own here. SMTP INSTRUCTIONS
The Caller ID tab allows you to set a user specific caller ID. Group caller ID settings are done by the admin in Settings> Phone Dialer. This feature is not available during the trial period. CALLER ID INSTRUCTIONS
If you use Google, you can click on the Access tab to set up your Google ID and a one way calendar push from Radius’s calendar to a Google Calendar. GOOGLE CALENDAR SYNC INSTRUCTIONS
Finally, you can add Notes to the user in the Notes tab.
If you have multiple users in your account and you’re an administrator, you can click on Manage Users to add an agent profile, send the agent a text or email, Edit, Delete or Log in as the agent. This is similar to what we just covered in the Account My Information section, so let’s skip over this. Just know that as an admin or account owner, you have access to these functions. And one of the most common errors people do when setting up their information is skipping over the time zone, so make sure that’s accurate if you’re adding a User.
Downline agencies is only relevant if you have a team within Radius. We’ll let you check that out in another tutorial as it goes in depth. DOWNLINE TUTORIAL
If you have 2 or more seats in your account, you’ll have access to the Agent Recruitment section here where you can add information on agents whom you are recruiting.
Simply click Add Agent to add in the agent’s contact information and details.
Agent Documents holds the lists of the documents which you set up in the User Profiles. It’s an easy way to see an overview of all of your agents’ contracts, expiration dates and more.
Website Forms is useful when you’re building a website contact form. Your post documentation is listed here with your account specific HTTP Post address. All of your field names, including your custom form fields that you’ve created, are listed here for you to name your webform fields properly so that they map into Radius accurately. We do have a sample form below to start from, but usually people use their website development platform’s contact form. If your website developer has any questions, have him or her check the knowledge base and submit a ticket for any specific help they need.
The Billing page is where you can enter your credit card information when you’re ready to activate your account. If you need to change credit cards in the future, you can do so here as well. Click Update Billing when done.
Upgrade Account allows you to change plans. If you’re trying to downgrade your plan, you must delete the old users in Account> Manage Users before you’ll have the option to downgrade to a lower user count.
You can close your account here. But if you do, your account will be deleted. So make sure that you Export the leads, clients and agent lists you’ve added into Radius before hitting close. But why would you ever want to cancel?
Finally, you can log out here. It’s good for security reasons to log out and also upon log in, you’ll be notified if we’ve released any new features or updates.