Spectre Settings

Introducing the new Spectre Settings, built to simplify your marketing efforts with centralised settings that seamlessly sync across all tools and quick access to each feature’s individual settings, this solution will undoubtedly enhance your marketing efficiency!

User Permissions 

Your user permissions determine the level of editing access and the settings you can view. There are five levels of permissions:

• Normal User – Editing access is limited to 'My Profile' only and account specific feature settings.
• Account Admin – Editing access for the 'Account' settings within the Spectre accounts you are associated with. You can view the list of users linked to those accounts and manage or re-assign existing default branding. 
• Company Admin – Editing access for all account settings under ’Company’. You can view the list of users within the company and create new or re-assign existing branding to accounts.
• Credit Limit User – Authorised to apply credit limits to individual accounts/all accounts within the company.
• Print Credit Purchaser – Can purchase credit packages on behalf of the company. This permission can be assigned to other users by an account or company admin.
  
  

Accessing Your Settings

To access your settings, click on your name in the top right corner of the screen and select "Settings," or simply click ‘Update Settings’ from the main dashboard. From there, you can customise your Profile, Account, Company, or individual feature settings to match your preferences. Don’t worry – helpful tooltips will guide you on the page, explaining where the information you input will be applied across Spectre features. 

My Profile - 

Your ‘My Profile’ settings are unique to you and will automatically personalise your “Property Reports.” You can edit the following settings for your user only:

• Name 
• Phone number 
• Job role 
• Personal bio 
• Signature 
• Headshot 
• Notification preferences for print and property report usage emails
• User password 

Account Settings - 

When you select ‘Manage Account,’ you can update your account details, branch-specific information, preview or re-assign branding to the accounts you're associated with. To make changes, simply click through the accounts on the left-hand panel and edit the following details individually:

• Branch details - agency/branch name, branch address, branch manager and contact information 
• Sales structure 
• Branch bio & a branch image  
• Opening hours 
• Links to social media pages 
• Click ‘Brand Preview’ to view the branding applied or reassign the accounts default branding. 

Company Settings - 

When you select ‘Manage Company,’ you’ll find three tabs that allow you to:

• Manage Company:
  • Update company name and add Street API Credentials (for use with Street.co.uk). For setup instructions, refer to our guide here.

• Manage Accounts:
  • This section is similar to ‘Account’ settings above but allows editing access for all accounts, click the pencil to access editing options, once in a specific account you can select the ‘Brand Details’ tab to reapply branding. 
• Manage Brands:
  • Preview, edit or create new branding, for more information on how to set up a brand, refer to our guide here. 

Feature Settings - 

Under your Feature Settings, you can apply and edit the specific information relevant to each of your Spectre tools. 

Print (Sales) & Print (Lettings): 

When selecting ‘Print (Sales)’ or ‘Print (Lettings)’ you will be presented with the below settings to configure - 

• General settings
• Letter triggers & Templates 
• The vault 
• Greetings & sign off 
• Uploaded letterheads 
• Letter formatting 
• PDF 
• Mergefields 
• API Integrations 

For more information on how to configure your Print settings, read our comprehensive guides Sales or Lettings and scroll down to settings.

Property Reports:

When selecting ‘Property Reports’ you can manage the below information for individual, multiple or all company accounts (depending on your user permissions as above)  - 

• Report content 
  • Some of this information is auto-populated from your profile/account settings, so clicking edit will revert you back to those pages
  • Set up a valuation request form
  • Include any testimonials 
  • Include a video for digital report purposes 
• Report design 
  • Digital report style - edit the layout and appearance of a digital report viewed on a desktop or a mobile device 
  • PDF Report Design - edit the layout and appearance of a printable PDF report
  • Graph colours - edit the colour combination used to present the graphs. 
  • Configure your Lead Capture Report - edit the contact information required from a client before proceeding to generate a lead. 
  • Host on your own domain - add a Custom Domain URL to whitelabel your Property Report pages, for more information on how to set this up read our guide here.
  • Tracking and tags - add Google Tag Manager to integrate tag management, for more information on what this is and how it could be useful, read our guide here. 
• For more information on how to configure your Property Report settings, please refer to our comprehensive guide here.

Social Media:

For more information on how to configure your Social Media settings, please refer to our comprehensive guides here. 

Spectre Email:

When selecting Spectre Email you will be able to configure your email settings below - 

• Sender Information - name, from email and reply to email 
• Footer address - pulled from your account settings 
• Email brand - apply a pre-existing brand to your email templates, for more information on how to set up a brand, refer to our guide here.