Personal Profile

From PropertyMinder WIKI

The My Office screen is your portal to all of the administrative functions of your XSite. From here you can:

   Manage user accounts,
   Edit the look and feel of your XSite,
   Add or modify content,
   Manage your contacts,
   Schedule appointments,
   And so much more... 

All of these operations are accessed using the buttons at the top of the screen. As you hover your mouse over each button, a drop-down menu appears, presenting additional options. Then, you can click the button to see the corresponding section of your XSite's admin.

The Personal Profile page allows you

What can I do with Personal Profile?

Change personal information.

Change your Toolkit password.

Change your contact information.

Change your company information.

Change your company logo using the Real Estate Logo Library. Click change company logo link to do this.

Change/add your areas of operation to list switch utilities and community information on your website.

How can I change My Password?

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.

Can I customize my contact or company information?

You can:

• Add customized contact information on your website (E-fax, Home Office, etc).

• Display your title along with your name and contact information.

• 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:

Log in to your Toolkit.

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.

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.

• 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 do I add my DRE number to my website?

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.

Click Submit at the bottom of the page.