Personal Profile

From PropertyMinder WIKI

(Difference between revisions)
Jump to: navigation, search
(Created page with "What can I do with Personal Profile? Change personal information. Change your Toolkit password. Change your contact information. Change your company information. Change your...")
 
(37 intermediate revisions not shown)
Line 1: Line 1:
-
What can I do with Personal Profile?
+
The Personal Profile page allows you to modify major settings of your website like passwords, contact information, Company Information, etc.
-
Change personal information.
+
Here you can:
-
Change your Toolkit password.
+
* Change personal information (your name, title, license number).
-
Change your contact information.
+
* Change your '''Toolkit''' password.
-
Change your company information.
+
* Change your contact information (office phone, mobile, fax, emails).
-
Change your company logo using the Real Estate Logo Library. Click change company logo link to do this.
+
* Change your company information (company name, business address, logo image).
-
Change/add your areas of operation to list switch utilities and community information on your website.  
+
* Change your company logo using the Real Estate Logo Library. Click '''Select logo from Library''' logo link to do this.
-
How can I change My Password?
+
* Change/add your areas of operation to list switch utilities and community information on your website.
-
Log in to your Toolkit.
+
* Add/remove social media links to your website
-
Click the Personal Profile button on the left panel of the toolkit screen.
 
-
Enter your Old Password.
+
Please do not forget to click '''Submit''' at the bottom of the page every time you have changed your information.
-
Enter a New Password.
+
===How to update your e-mail address===
 +
# Log in to your '''Toolkit'''.
 +
# Click the '''Personal Profile''' button on the left panel of the toolkit screen.
 +
# Enter your Primary email address in the Your e-mail field.
 +
# You can also add a Secondary email address and all messages will also be copied to that address.
 +
# Click the '''SUBMIT''' button at the bottom of the page.
-
Re-enter the New Password.
 
-
Click the SUBMIT button at the bottom of the page.
+
===How to change you Toolkit password===
-
If you do not want to keep the changes you made, click Cancel.
+
# Log in to your '''Toolkit'''.
 +
# Click the '''Personal Profile''' button on the left panel of the toolkit screen.
 +
# Enter your Old Password.
 +
# Enter a New Password.
 +
# Re-enter the New Password.
 +
# Click the '''SUBMIT''' button at the bottom of the page.
 +
# If you do not want to keep the changes you made, click Cancel.
 +
[[File:Personal_profile.gif|border|link=http://wiki.propertyminder.com/images/3/39/Personal_profile.gif]]
-
Can I customize my contact or company information?
 
-
You can:
 
-
• Add customized contact information on your website (E-fax, Home Office, etc).
+
===How to add Social Media Links Section===
-
• Display your title along with your name and contact information.
+
This section allows you to add on your website links to social networks such as Facebook, Twitter, YouTube, LinkedIn, Flicker, and more. These links will appear on your home page as clickable icons.
-
 
+
-
• Add or modify the company logo from the logo library in the company section.
+
-
 
+
-
How can I add my Social Media Links?
+
-
 
+
-
This section allows you to add on your website links to social networks such as Facebook, Twitter, YouTube, LinkedIn, Flicker, and more. These links will appear on your home page as clickable icons. The feature is available only on the frameless website designs.
+
To easily add the button:
To easily add the button:
-
Log in to your Toolkit.
+
* Go to the '''"Your Social Media Links"''' area and type in or paste the URL of that profile. Press Submit at the bottom, and the icon will appear on your website.
-
Click the Personal Profile button on the left panel of the toolkit screen.
 
-
Go to the "Your Social Media Links" area and type in or paste the URL of that profile. Press Submit at the bottom, and the icon will appear on your website.
+
===Area of Operations===
-
How can I update or add to my Area of Operations?
+
This section allows you to add utility information (e.g. electricity, gas, water, phone, etc.) on the "Switch Utilities" tab on your website. It also provides community information for the chosen areas (e.g., cities, transportation, newspapers, hospitals, parks, etc.) on the "Community Info" tab.
-
This section allows you to add utility information (e.g. electricity, gas, water, phone, etc.) on the "Switch Utilities" tab on your website. It also provides community information for the chosen areas (e.g., cities, transportation, newspapers, hospitals, parks, etc.) on the "Community Info" tab.
+
* Select the counties of operations from the list.
-
• Select the counties of operations from the list.
+
* Specify an order for the counties so that the ones most important to your clients are displayed at the top.
-
• Specify an order for the counties so that the ones most important to your clients are displayed at the top.
 
-
How do I add my DRE number to my website?
+
===How to add BRE number to website===
-
Click the Personal Profile button on the left menu of your Toolkit.
+
* Click the '''Personal Profile''' button on the left menu of your Toolkit.
-
Go to Personal Information section and insert your number into CA DRE License Number field.
+
* Go to '''Personal Information''' section and insert your number into '''BRE License Number''' field.
-
Click Submit at the bottom of the page.
+
* Click '''Submit''' at the bottom of the page.

Latest revision as of 02:40, 28 July 2014

The Personal Profile page allows you to modify major settings of your website like passwords, contact information, Company Information, etc.

Here you can:

  • Change personal information (your name, title, license number).
  • Change your Toolkit password.
  • Change your contact information (office phone, mobile, fax, emails).
  • Change your company information (company name, business address, logo image).
  • Change your company logo using the Real Estate Logo Library. Click Select logo from Library logo link to do this.
  • Change/add your areas of operation to list switch utilities and community information on your website.
  • Add/remove social media links to your website


Please do not forget to click Submit at the bottom of the page every time you have changed your information.

Contents

How to update your e-mail address

  1. Log in to your Toolkit.
  2. Click the Personal Profile button on the left panel of the toolkit screen.
  3. Enter your Primary email address in the Your e-mail field.
  4. You can also add a Secondary email address and all messages will also be copied to that address.
  5. Click the SUBMIT button at the bottom of the page.


How to change you Toolkit password

  1. Log in to your Toolkit.
  2. Click the Personal Profile button on the left panel of the toolkit screen.
  3. Enter your Old Password.
  4. Enter a New Password.
  5. Re-enter the New Password.
  6. Click the SUBMIT button at the bottom of the page.
  7. If you do not want to keep the changes you made, click Cancel.

Personal profile.gif


How to add Social Media Links Section

This section allows you to add on your website links to social networks such as Facebook, Twitter, YouTube, LinkedIn, Flicker, and more. These links will appear on your home page as clickable icons.

To easily add the button:

  • Go to the "Your Social Media Links" area and type in or paste the URL of that profile. Press Submit at the bottom, and the icon will appear on your website.


Area of Operations

This section allows you to add utility information (e.g. electricity, gas, water, phone, etc.) on the "Switch Utilities" tab on your website. It also provides community information for the chosen areas (e.g., cities, transportation, newspapers, hospitals, parks, etc.) on the "Community Info" tab.

  • Select the counties of operations from the list.
  • Specify an order for the counties so that the ones most important to your clients are displayed at the top.


How to add BRE number to website

  • Click the Personal Profile button on the left menu of your Toolkit.
  • Go to Personal Information section and insert your number into BRE License Number field.
  • Click Submit at the bottom of the page.
Retrieved from "https://wiki.propertyminder.com/index.php/Personal_Profile"
Personal tools
Office Solution
Training Videos
SOLUTIONS