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Public Feature Guide
Cowtown Asset and Transaction System (CATS)
Dedicated directions for one feature at a time.
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Vendor & Admin Tools

Admin Settings

Controls platform configuration, workflows, rights, client theme packs, and operations tooling.

Who Uses This Feature

Admin and allowed Broker-level admins Vendor & Admin Tools

What This Feature Can Do

  • BPO configuration
  • User administration
  • Theme packs
  • Workflow templates
  • Transition rules and status lanes
  • KPI targets
  • Monitoring and integrations
  • Operations tools
  • Company Snapshot access-code panel for brokerages
  • Company-level CDA routing defaults without exposing sensitive wire details

How To Use It

  1. Use it for configuration and oversight work only. Make changes deliberately and verify them after save.
  2. In Company Settings, use the Company Snapshot area to find and copy the Brokerage Access Code quickly.
  3. Only the approved CDA routing fields are shown in Company Settings; hidden payment instructions are intentionally not displayed there.
This page explains the purpose and normal use of the feature. Actual access to the live feature still depends on the signed-in user's approved role and rights.