Profile Configuration
From Standout Property Manager Wiki Help
Staff Profile
The staff configuration allows each staff member to set their own environment up within Standout. Also, if the agency uses Standout for requesting and monitoring holidays, this section will allow days off to be tracked.
Available sections
Account Details basic account information for the staff member
Dashboard options Disable and Enable Dashboard components and limit recent items
Holidays allow staff to monitor and request holiday requests
Staff profile if your website has been created by ISSL and have individual staff member profiles, this section will allow information to be amended when displayed on the agents website.
Email preferences allows the configuration of the Daily Briefing email and a signature when sending emails from Standout
Daily email if enabled, displays a copy of the latest daily email
Email linking allows Standout to operate directly with an email address (such as Gmail/Outlook etc)
History show the record events of task undertaken within Standout
Account Details
Main details
Username the name used to log into Standout
Password the password entered to log into Standout
Title choose the correct title
First name should a name change be required
Surname should a name change be required
Direct telephone best number to be contacted on
Email address email address for the staff member
Reply to either the staff member or branch email
Job title if a specific title is required
Qualifications professional qualifications
New Property Walkthrough
New property walkthrough is a new feather which allows an alternative way to enter properties. Based on a question/answer entry system, allowing new users to simply enter properties until familiar with the main property details. This can be used or not used.
Colour scheme
Colour scheme allows a choice of Light or Dark
Two-factor authentication
You can add an extra layer of security to your Standout Property Manager account by turning on two-factor authentication (2FA). This requires you to have access to your phone when you log in, and means even if your password is compromised or stolen, only you can log in to your account.
Click More information to start this procedure.
Work days
Configure which days the staff member works
Teams I belong to
Shows any teams that have been created in Administration/Teams
Dashboard options
Local weather choose to have the next 7 days weather shown on the dashboard
Show Today choose to show Today’s Appointments and Tasks
Show Performance Chart choose to show the Performance Chart
Recent properties choose to display between 5 – 10 recently edited properties
Recent Contacts choose to display between 5 – 10 recently edited contacts
Holidays
The holiday entitlement is set in Administration/Staff and allows staff members to be then able to request holidays. A manager or other authorised staff member should then Authorise or Decline a request.
Staff profile
Staff profile enabled place a tick to enable
Biography biography of the staff member
Photo upload a photo of the staff member
Email preferences
Receiving daily briefing settings
You can choose from the following options about your daily briefing email:
- Disabled - do not receive the daily email
- 6am - receive the daily email around this time
- 7am - receive the daily email around this time
- 8am - receive the daily email around this time
- 9am - receive the daily email around this time
- 10am - receive the daily email around this time
- 11am - receive the daily email around this time
- 12pm - receive the daily email around this time
By enabling or disabling the following options, these will be shown in the daily briefing email
- Tip of the day
- Appointments for your team
- Office awaiting viewing feedback
- Viewings requiring feedback
- No viewings
- Property changes
- New applicants
- Potential vendors
- New properties
Receiving emails
Allows the staff member to define the sections included if Receive Daily Briefing email.
Sending Emails
Allows the staff member to create an email signature when sending emails from Standout.
Email linking
Entering your email settings allows Standout Property Manager to automatically process emails from portals such as Rightmove and Zoopla, as well as keep a history of communication with known clients.
You should be able to obtain the email details from your own Email service provider, unfortunately, the Support team at Standout will not be able to assist with this configuration as that information will be unable to us.
History
History will display any log information stored against a staff member, system events can be removed to reduce the amount of information shown on screen.