Platform Essentials
Get your platform set up right and keep your team running smoothly. This section covers the foundational settings and management tools that help you maintain an organized, efficient workspace—from customizing your digital business card and understanding your dashboard to managing users and following asset best practices.
- Track Activity Across Your Assets, Contacts, Tours, and Showcases
- Find Anything in the Platform with Global Search
- Add Links and Voice Memos to Your Tour
- Get Started with Diagramming: Explore Your Spaces
- Save Your Progress: Understanding Draft Status
- How to Customize Your Business Card
- How to Manage Users
- Image Quality and File Requirements
- Understanding User Roles
- Understanding Your Dashboard