Switching between profiles in the mobile app can be done in just a few steps. Our profile management system allows you to easily see all of your profiles, sorted by type, and detail.
Step 1: Open the app and tap on the menu icon in the top left
The menu icon in the top left will appear as three horizontal lines.
Step 2: Tap the down arrow to view your profiles
The profile you are currently viewing will be at the top. Tap the down arrow to the right of that profile name to view all available profiles.
Step 3: Select the profile you want to view
Now, you are in the profile selection menu. Here, you can see all profiles available on your account. To switch to another profile, tap on the name of the profile and the app will take you to the loops page of that profile. The layout of your profiles will be listed according to profile type, with the necessary accompanying information. The 3 profile types are described below:
- My Profiles: The first section you will see (and possibly the only, if you are not a Business+ or Team admin) will display your individual agent and personal profiles. Here you will see the name of the profile, as well as any brokerage/office/team/company that profile is attached to below its name.
- Admin Profiles: Here you will see all of your admin profiles, with the name of the profile above, and the profile type below (Brokerage, Office, or Team).
- Acting as Team Profiles: As a Team admin, you should be familiar with these profile types. These are the profiles of your Team members that you, as an admin, are able to assume control of, and act on behalf of.