Admin Settings

My Profile Settings
In the My Profile section of AFrame, users can manage personal settings, defaults, and integrations tied to their individual profile. These settings are spe...
Tue, Jun 2, 2026 at 2:46 PM
Team Info
Where you will enter your company info and set default preferences that apply to your transactions. These settings help streamline your workflow by automati...
Mon, May 11, 2026 at 5:50 PM
Subscription Billing
The Billing page is where you manage your subscription, billing details, invoices, payment methods, and cancellation settings. TABLE OF CONTENTS Pricing...
Fri, May 29, 2026 at 9:43 AM
Team Members
The Team Members page allows the user to manage team member profiles, permissions, roles, notifications, and account access throughout AFrame. There are 2 d...
Fri, May 15, 2026 at 6:46 AM
Templates
AFrame does provide default templates within your account to get you started from day 1, but you can customize these to help match the way you run your busi...
Tue, May 19, 2026 at 12:14 PM
Lists
Within your admin settings, you can customize different lists. In this article, we'll explore the list types and ways you can customize the lists to bet...
Tue, May 19, 2026 at 1:04 PM
Client Portal Settings
The Client Portal settings allow you to control exactly what your clients see when they log in to track their transaction progress. You can toggle visibilit...
Mon, Apr 13, 2026 at 12:41 PM
Import
The Import tool is the fastest way to populate your AFrame account. Whether you are migrating from another CRM or adding a new lead list, you can upload you...
Tue, May 19, 2026 at 6:05 PM
FAQ :: Isolation Mode
Isolation Mode can be set in the permissions of standard users, which limits their access so they only see transactions they’re assigned to (Primary Agent, ...
Fri, Jan 16, 2026 at 7:59 PM
FAQ :: Import Managed Agents
While you can manually create managed agent profiles individually in your account, we have created a faster way to import your bulk list of agents. We have ...
Tue, May 19, 2026 at 6:43 PM