To access the Customer Settings, simply go to the Customer Portal and navigate to the Customer Settings.

These settings enable users to control the availability of the following features in their customer portals:

Allow customers to have team members.

When this setting is enabled or if your customers already have multiple team members, they gain the capability to add and manage their own team members within their accounts. Regardless of whether this setting is enabled or disabled, you will always have the ability to manage the team members for your customers on their behalf.

Allow leads for customers

If this setting is enabled, the 'Leads' menu item will always be visible to your customers, regardless of the number of leads they have received. However, if this setting is disabled, your customers will only see the 'Leads' menu item once they receive at least one lead. After that, they can view and manage their leads as usual.

Allow customers to access interactive floor plans tools
By enabling this setting, your customers will gain access to and be able to edit the interactive floorplan tools, provided that their listings include interactive floor plans.

Mask video urls with company domains
Videos linked from YouTube/Vimeo will be masked with your company domain (e.g., yourcompany.com/videos/12453) if this setting is enabled.

Feel free to contact [email protected] if you need assistance or if you have questions.