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Settings & permissions

Configure your agency's lists, defaults and AI writing style

Workspace defaults, the location tree, property types and amenities, where contacts come from, your mailbox and the AI's house style.

Updated 4 min read

Who can do this:
Super Admin
Where:
Web app

Much of what your agents choose from in Raptor Neo comes from lists a Super Admin keeps: the location tree, property types, amenities, where contacts come from and the roles they play. Get them right once, and every form your team fills in offers the right options.

Before you begin

  • You’re a Super Admin. Email Settings is the one page here that every user can open.
  • Have your area names to hand. Locations takes the longest to build.

Basic Settings

Settings → Basic Settings holds four defaults for the whole workspace, with a live preview of a sample price, area, date and timezone.

Setting What it controls
Country/Region The date format, the default for phone numbers and the preset language
Currency Prices, commissions and deal values. A UAE agency, for example, works in AED
Unit of Measurement Every floor area, in sq ft or sq m
Timezone Timestamps and reminders

Save when you’re done.

Locations

  1. Open Settings → Locations.
  2. In the first column (Level 1), click + Location and type the top-level area, such as an emirate (Dubai, say), into Name of Location.
  3. Select it. The Level 2 column now holds what sits inside it: use that column’s + Location to add districts.
  4. Keep going, column by column, as far as Level 4: sub-communities, then buildings.

The × beside a location removes it. To load a whole hierarchy in one go, use Import Data and upload a CSV. An import only ever adds locations: it won’t rename or delete any you already have.

Three lists that work alike

Property Type, Features & Amenities and Contact Sources share one layout. In the system list on the left, tick each option your agency uses. Ticked options join the panel on the right (Selected Types, Selected Items or Selected Features & Amenities), where you drag them into the order your team should see them in forms.

Page What it sets Add your own with
Property Type The types offered when someone creates a property or listing Add Custom Type
Features & Amenities Amenities for listings and for properties, chosen with the Listings / Property toggle + Custom Amenities
Contact Sources How a contact found you, such as Referral, PropertyFinder, Bayut, Walk-in or Agency Website + Add Sources

You can untick a system option but never delete it; custom options have an ×. Reset to Default, on the Property Type and Contact Sources pages, restores the system list in its first order.

Contact Roles

Contact roles follow a slightly different pattern, under Settings → Contact Roles. The system roles, Buyer, Landlord and Tenant, can’t be removed. Add Custom Contact Roles adds your own, and a custom role’s × removes it. Select a role to see, on the right, the sections of extra fields your team fills in for it; Add a section starts a new group. Those fields appear above the Profile section on a contact’s page. Reset to Default brings back the system roles.

Email Settings

In Settings → Email Settings, each user connects their own Gmail or Outlook account, so the emails and campaigns they send go out from their own address. You’ll see the linked mailbox listed as Email Account.

The style AI writes in

Raptor Neo drafts listing descriptions and emails in a house style you choose, under AI Writing Style in Settings.

  1. Pick a style: Professional (the default), Friendly or Formal.
  2. Use the free-text box below the presets for anything specific, such as words to avoid or how your agency describes a view.
  3. Save it.
Style Suits
Professional Most agencies, and copy bound for the listing portals
Friendly Rentals, first-time buyers and social media
Formal Luxury homes, developers and investor clients

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Still stuck?

Our team will take you through it on a call.