Customer Guides
By RE Media Hub
By RE Media Hub
For customers of media businesses: the customer portal and customer teams.
Use the Customer Portal
The customer portal is your media provider's site for "your listings, track your orders, and place new requests." Your provider controls which sections you see. Sign In Open the portal link your provider gave you and select Sign In with your email and password. Forgot it? Select Forgot Password?, enter your email, and Send Reset Link. Then create a New Password and Update Password. See Troubleshoot Sign-In and Missing Access. Dashboard Account Summary shows Upcoming Appointments, Recent Orders (Last 5), and Recent Listings. Select Book Now to order. Place Order Choose an order form ("Choose Property Type") to continue in the full booking flow. If you see "Order creation is currently disabled for this portal," contact your provider. See Book a Service Using an Order Form. Listings Search by address, customer, order number, or product category. Filter by Delivery Status (Scheduled, Delivered, Undelivered, Fulfilled, Unfulfilled) and Category. Open a listing to view and download its media. Orders Filter by payment (Unpaid, Partial, Paid, Canceled) and fulfillment. Open an order to see items, appointments, payments, Download Invoice, and pay any balance due. Settings - Profile: Avatar, First Name, Last Name, Timezone, Team & Brokerage (Team Name, Brokerage Name, MLS License, Website), and Social Links (Facebook, Instagram, TikTok, YouTube, X, LinkedIn, and Zillow). Select Save Profile. - Payment & Credits: your Saved Card (Add Payment Method or Change Payment Method, or remove it) and Available Credit, which applies toward future order payments. - Notifications: Enable Email Notifications, then choose which routine update emails you want under Notification Templates. Select Save Notifications. Account security emails, such as password resets, are always sent. - Portal Appearance and Dark Mode, where available. Team and Brokerage If you belong to a team, Team shows your team. Brokerage shows brokerage details. See Manage Your Customer Team. Related Guides - Download Your Listing Files - Manage Your Customer Team
Manage Your Customer Team
If your media provider set you up as a team, open Team in the customer portal. "Team owners or admins can manage members." Other members can view the team. Overview and Members Team Overview shows how many members are on the team. Team Members lists each member's Name, Role, Portal Login, and Phone. Add a Teammate 1. Select + Add Team Member. 2. Under Member Details, enter the teammate's information. It appears in your team directory. 3. Under Account Setup, choose whether to: - "Create customer portal login access automatically." - "Send a secure password setup invite email." 4. Select Create & Invite. The teammate receives an email to set a password. You can also remove members. Team Branding Under Branding: - Use team branding: "Show this team's logo, colors, and typography on customer-facing pages." - Upload Logo, and Show brokerage logo (shows the brokerage logo before the team logo in the sidebar). - Colors: Primary Color, Secondary Color, Background Color, Surface Color, Border Color, Body Font Color, Muted Font Color, Heading Font Color, Property Details Icon Color, and Description Text Color. - Body Font Family, Heading Font Family, and Base Font Size (px). Select Save Branding. Reset to Default restores the defaults. Notifications Team owners, admins, or the member can update a member's notification settings. Related Guides - Use the Customer Portal - Set Up Customer Teams