Entegral

A great way to configure shared data access between users or a team member

Configure data access between individual users

Make the capture of a seller/landlord details compulsory for your users

Setting required listing contacts on new listing mandates

A guide for office administrators to create profiles for new users on the Base system.

How to add users to your Base account

An overview of setting up diary actions that users can use to track activities on calendars

Customise your activity tracking through diary actions

A guide on how to create custom description fields, each with their own set of tags

How to create extra description fields with custom listing tags

Automate your Base data including listings and contacts with the Zapier integration

Zapier integration overview

Configure your email account in Base for automatic lead imports and more

Configure email integration

Find out how to control to which portals specific agents can list

How to configure individual portal access for agents

How to use the 2-way SMS feature, costs and how to purchase credits

How to use the 2-Way SMS Feature

A guide on the Base API, how to create keys and give developers access to your data

How to create Base API keys

If you need to change an email address or cell number or password & profile picture, follow these steps.

How to update a user profile in Base

Update your biography, credentials and contact details on websites

How to update your public profile

A step by step guide on how to change your agency logo on your Base account

How to change your agency logo

Change the look and feel of your Base Dashboard with themed colours

How to select a colour theme and add system logo for Base

Steps to follow if you have forgotten your password to your Base account

What to do when you forgot your Base password

What are the different roles a user can choose on Base and how to change the roles.

How to choose a role for a user on Base

A step by step guide on how to customize your office contact type tags to suit your needs

How to customize your office contact type tags

A step by step guide on how to remove users from an office Base account

How to remove users From Base

How to update your profile photo

How to set up Zaps to automatically post listings from Base to your Facebook and Instagram business pages.

Creating Zaps to Automate Property Listings on Social Media

How to Edit, Add, or Update a Mobile Number

To prevent a profile from being visible on external portals

How to Hide a Profile from External Portals

update your office contact information in Base

How to Change Your Office Contact Information

Details on how to configure specific fields for portals

Portal specific field customisation

To access lead contact information in Base, there are a few configurations and features you need to set up first. Below are the steps and recommendations to ensure you have…

Viewing Lead Contact Information in Base

Two-Factor Authentication (2FA) adds an extra layer of security to your account by requiring a second verification step when logging in.

How to Enable Two-Factor Authentication (2FA)

You can update your password at any time to keep your account secure.

How to Update Your Password

Annali

Adriaan

Shawnette

Setup

Visit the Entegral website

South Africa Property

Namibia Property

Blog

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, requesters and topics for your company.

Insights

Top requesters

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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.

Prototype integrations answer

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.