Your profile
Updated
The Profile tab holds the details of your own login (name, phone, picture, sign-in email and password) with your office's details underneath.
Open the Profile tab
The card at the top shows your picture, your name, your role, and the office you are working in.
Your picture
Click the round picture at the top and choose an image file. We crop it to a square and it replaces the old one straight away, on this tab and in the menu at the top right. Until you add a picture, the circle shows your initials.
Personal Information
- Full Name is the name on your login, up to 80 characters. It shows on this tab and in the menu at the top right.
- Phone Number is your own number.
Change either one and a bar appears at the bottom of the page. Press Save changes to keep the edit or Discard to drop it.
Your office keeps its own name for you on its team list, because that name has to match its sales and pay records. If the two differ, a line under Full Name says what the office lists you as. Changing your name here does not change that one; the office changes it on its Team page.
Change your sign-in email
Nothing changes until the links are opened. While you wait, the tab lists each address as waiting or confirmed, and you keep signing in with your old email. When the last link is opened, you come back to this tab and a note confirms the address you now sign in with.
If you started the change by mistake, press Cancel the change. Your sign-in email stays as it was.
Change your password
A password needs at least six characters and the two boxes must match. The eye icon in each box shows what you typed. Cancel closes the form without changing anything.
Office Details
Below your own details are the office's: Agency Name, Street Address, City, State, ZIP, Office Phone, Website and Time Zone. Only the owner can change them, with the same Save changes bar. Everyone else can read them.
If the office's state and time zone do not agree, a line under Time Zone offers to switch. It only moves the selection, so you still press Save changes. Office hours are not here; they are on the Calendar tab.
Frequently Asked Questions
I pressed Send confirmation. Why does my email still show the old address?
The change waits for the confirmation links. Open the link sent to the new address, and the one sent to your current address if there is one. Until then you sign in with the old email.
What if a confirmation link says it was already used or has expired?
The tab tells you so in red and names the inbox that still has a working link, when there is one. Open that link, or press Change and start again.
Does changing my name change how I appear in sales and pay?
No. Full Name is the name on your login. The name your office uses for sales, leaderboards and pay is on its team list, and only the office can change it.
Do I need my current password to set a new one?
Not on this tab, because you are already signed in. Changing your sign-in email does ask for it.
Can I remove my picture?
There is no remove button. Choose a different image to replace the one you have.