Admin Settings

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
Keeping track of your subscription billing can help you stay on top of your expenses. Whether you need to change your payment method or view your billing hi...
Mon, Apr 13, 2026 at 4:07 PM
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...
Wed, Apr 1, 2026 at 7:15 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...
Wed, Apr 1, 2026 at 7:37 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...
Mon, Apr 13, 2026 at 2:05 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 ...
Mon, Apr 13, 2026 at 2:29 PM
FAQ :: Add Team Members
Adding team members in AFrame is quick and simple, helping you keep everyone connected and organized. Whether you’re bringing on a new agent, assistant, or ...
Mon, May 11, 2026 at 7:26 PM
FAQ :: Remove Team Members
You have two choices for removing a user: deactivate or delete. We recommend that you deactivate users rather than delete them. Deactivate: This will pl...
Fri, May 15, 2026 at 6:48 AM