My profile
Manage your name, photo, password, two-factor authentication, email signature and notification preferences.
3 min read
My Profile gathers the settings that concern only your own account. Changes here don't affect your colleagues. But the name and signature clients see in emails, your availability in the calendar and the notifications you receive all come from here. It also decides whether you're notified when the assistant transfers a hot lead to you or creates a task for you.
The page has five tabs: General, Security, Calendars, Conversations and Notifications.
Personal details and profile photo
- Open Settings → My Profile.
- Upload a profile photo with Upload. Colleagues see you with this photo in conversation and client assignments.
- Check First Name, Last Name, Email and Phone. Your email address is also your login.
- Choose the panel language from Platform Language. This only changes your screen; it doesn't affect messages to clients or the language the assistant speaks.
- Click Save at the top right.
Important
The mobile number in Phone matters: the assistant may call you on this number for live transfers and some notifications. If your number changed, update it here and let your consultant know so the live transfer numbers are updated too. See Live transfer.
Password, two-factor authentication and sessions
Your client list and listings are your agency's most valuable assets. We recommend every user has a strong password and two-factor authentication.
- On the Security tab, enter your current and new password under Change Password and click Update Password.
- Switch on Two-Factor Authentication. From then on you'll enter a one-time code at every login.
- If you left a session open on a shared office computer, use Sign out everywhere to close sessions on all devices.
Important
Don't share your password with colleagues; give everyone their own user. That way the audit logs show clearly which agent changed what, and data access restrictions work correctly.
Email signature
- On the Conversations tab, write your name, title and agency details in Email Signature.
- Tick Include this signature on outgoing emails and click Save.
Keep it short: "Selin Kaya · Property Consultant · Atlas Emlak" and a phone number is enough. Adding your licence number builds trust.
Calendar and availability
The Calendars tab shows the hours you can be booked and your external calendar connections. The assistant only offers viewing slots when you're available, so keep your working hours and days off up to date.
- Availability: enter your working hours for each day. See Availability.
- Calendar connections: connect Google or Outlook to avoid clashes with personal appointments. See Connect Google and Outlook.
Notification preferences
On the Notifications tab you choose which events notify you: a conversation assigned to you, a new appointment, an overdue task. Keep task and assignment notifications on so you don't miss the call-back tasks the assistant creates.
Common issues
I can't change my email address. On some accounts only an Admin can change the login email. Ask your office manager to update it under Settings → My Staff.
The two-factor code doesn't arrive. Check your spam folder. If it still doesn't arrive, write to your consultant or our support team.
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Didn't solve your problem?
Ask the assistant or message our support team.