Application UI
The content on the page consists of the left sidebar, the navigation bar, and the main content area.
Left sidebar
The left sidebar contains the logo and the menu with the following tabs: Dashboards, Contacts, Listings, Collaboration rooms, Deal rooms, Documents, Marketing Lists, Email campaigns, Static Lists, Images, and Color Themes. The Admin user can see also Internal Users, Guests, Admin Dashboard, Config Templates, Mapping, and Picklist Values.
The logo is not clickable and is a part of the applied Color theme.
By clicking on the burger menu icon, the menu can be collapsed and unrolled back.
Navigation bar
In the navigation bar, there are the following icons available:
Notifications
In the notification center, any notifications about events, reminders, and system activities are stored. [more detailed info is here]
Chat messages
In chat messages, there are Deal rooms and Collaboration rooms listed with the last updates in them. They can be entered as well via this icon.
Org Settings
There are 2 tabs in Org Settings: Email Setup and SEO.
In the Email setup tab, the SMTP settings can be adjusted. By default, the user can use Acendix’s SMTP server credentials. However, it may trigger the emails to end up in Spam, which is risky and unstable. The opposite is using its own SMTP server’s credentials that must be validated and saved to proceed.
In the SEO tab, the user can adjust the visibility of the listing in the portal for the Google search engine.
Help Center
Via this icon, the Help center on the Ascencix website can be opened.
Profile
In the Profile tab, the following settings are based:
user profile;
contact info;
services (integrations);
licenses;
notifications management;
User Roles in the application
There are 2 options to use the Marketspace listing portal: as a registered or a non-registered user.
Non-registered users are called Anonymous. They can use only limited functionality of the product in Guest view without the ability to store data and settings between sessions. Anonymous users have access to Anonymous Listing Portal and can filter listings, review them, and save them to Favorites.
Registered users include 2 sub-roles.
After registration users automatically receive Guest user security role. Guests - external users (for ex., Investors, Investor brokers, attorneys, etc.) who have access to the app in Guest view mode only. They require just a registered guest license, which will be free for this user (either free at all or paid by the Organization), yet the guest user must accept the license agreement, which will be a trigger for the creation of a License record. Guest users can be transferred to the Internal by providing an Internal user license and assigning Broker security role.
Admin users can turn Guest user into Internal User - a full-fledged user with the fullest set of opportunities on the portal.
Listing portal
MarketSpace can be used via 2 options: as an addon to SalesForce by using its database, or as a standalone application with its own database.
Synchronization with xRE (SF-app)
In this option, MarketSpace takes the data from SalesForce and processes it. To create a listing, property or availability in MarketSpace, the user must create them on the SalesForce side and sync data between SalesForce and MarketSpace. There are 2 options how to do it:
forced sync;
auto sync.
The “forced sync“ can be done from the Property and Contact tabs in SalesForce.
Properties pull the related listings to MarketSpace too.
“Auto sync“ is an automatically processed synchronization that is done every 24 hrs.
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