Administration – Setup Tabs

Each user in your BNTouch account can get the most out of their CRM if they have personal, contact, company, and email information listed for their user account. This information is used throughout the CRM to auto-populate emails, portals, records, and more. You can customize the user information for your account in the Setup and Setup-2 Tabs of the Administration menu. In the User Menu in the upper-right corner of the screen, click “Administration,” then open the tabs labeled “Setup” or “Setup-2”. Only administrative users can access this area of the CRM; please contact your administrator if you need help and do not have access.

In the “Setup” Tab, you’ll see a list of all users for your BNTouch account sorted by the name of the user. For each user, fields will appear in rows below. These fields can be used to enter the user’s Name and Title, contact information, personal website, NMLS number, and time zone. If that account has a corresponding username for your LOS, you can list it here as well. The “Safe Mode” drop-down menu will activate or deactivate Safe Mode for that user’s marketing campaigns, which will prevent steps from being sent automatically when triggered.

If you make any changes to fields on this list, they will only be saved if you click the “Update Information” button below. If you cannot see all of the fields in this list, you can use the scroll bars to change which fields display; the username and account type will still be visible when you do so.

Similar to the previous list, the “Setup-2” tab will have additional fields available for each user account. Again, this list is sorted by the name of each user, which can only be changed in the original “Setup” list. To the right, fields will display for the user’s Company and Office contact information; you only need to provide this information for users that are not at the main company address or those working under DBA. If the user needs any “Self”-targeted steps in marketing campaigns to come from “BNTouch” instead of their own name, select “Yes” from the drop-down menu. Lastly, a default email signature can be set here for the user’s communication through the CRM. Meta-tags can be used in this signature, and they will auto-populate the corresponding information for that user.

Again, changes to these fields will only be saved if you click the “Update Information” button below the list.