My Account for Admins

All you need to know about managing your accounts through Roster.

Roster: Templates

  • Updated

Your brokerage may have different branding templates for you to select from and use in your MoxiPresent Presentations. You can find these under Branding on the Pages tab in Present on a per-presentation basis.

You can also set your preferred branding choice as default instead of selecting it on individual presentations.

Choose a Default Template

Resent Template to Default

 

Choosing a Default Template

  1. Access your MoxiWorks account
    myAccountAccess.png
  2. , Expand the Agent Tools menu and select Templates
    brandingTemplates.png
  3. Select your preferred template by turning the circle green
    chooseTemplate.gif
  4. Select Save
    saveTemplate.png

 

 

Reset Default Templates

If you would like to reset your branding template back to the Brokerages default template, you can do so in Roster. 

  1. Access your MoxiWorks account
    myAccountAccess.png
  2. , Expand the Agent Tools menu and select Templates
    brandingTemplates.png
  3. Select Reset to Default
    resetDefault.png

 

 

 

 

 

 

 

 

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