Listivo®

How to update your personal contact information, profile photo, and real estate license number in the Listivo® Customer Portal. Keeping this information current ensures your details appear correctly on property…

Account Settings: Updating User Details

The Teams feature allows groups of users to share listing access and branding across all members of their team. It is especially useful for agents working with assistants or coordinators…

Teams Overview & Management

This article provides a complete overview of the Customer Portal for clients. It explains how to access and manage listings, handle orders and appointments, place orders, add payment methods, and…

Customer Portal Overview

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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