Users - Profile

Learn the ins and outs of managing they profile seen by your Homeowners.

From the Profile page, Users can edit all their contact information as well as add website, online application and social media links.

Profile Photo

To edit a Users profile photo, click on the circle at the top of the profile.

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Choose a file from your computer using the systems file browser that will automatically pop up. If it doesn't, click the Select An Image button.

Use the crop tool to select the area you want displayed. Click and hold on one of the handles to resize. Then click and drag anywhere in the selection to move.

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Click the Upload button at the bottom of the pane to set the image.

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Profile Name

If the name needs to be edited, click on the pencil icon to the right of the name to pull up a name edit window.

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Social Media Links

Use the dropdown next to the Social URL fields to choose the social media platform the URL is for. The URL must match the selection (eg. selecting Facebook will require using a facebook.com URL)

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You must use a path. Using just facebook.com will not save. You must include the full path to the User's page (ie, facebook.com/profile/jane-closer-mortgage)

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Choosing an option will remove it from the dropdown for future selections.

The Others option can be used multiple time and will allow any domain to be used.