In your My Account section you can change your personal information, manage notification settings, and add or deactivate profiles.
Follow these steps to view and modify your Profiles:
To access the My Account section of your account, click on your profile selector menu at the top of the page. In the dropdown menu, click the My Account link.
By default, you will be taken to the Account Settings page. Here, you will see a navigational menu to the left. Click the Profiles link.
While some users will only have one profile listed here, others may have multiple profiles to select from. Click on the name of the profile you wish to view or edit.
The first section of your profile settings is the Agent Details section. Here you can add or remove a photo for your profile, rename your profile, make this profile your default (this makes it so that whenever you log in to your dotloop account, it will always open to this profile), as well as add your phone number and fax number.
This section is where you will enter any of the license or id numbers that are applicable to you.Note: it is not required for you to fill out all four options here, as only some may be used in your region.
Here you can view what brokerage and associations this specific profile is currently attached to. To learn more about managing your associations, see this article.
For full profile completion, ensure to fill out all of your company’s information here.
The last section of your profile allows you to select which items you wish to receive notifications for. Notification Settings allow you to choose which notifications you receive on the dotloop website, while the Email notification section allows you to choose which notifications will be sent to the email address on your account.Note: if you are not receiving email notifications, check your junk or spam folder for the missing emails, and ensure to mark them to be removed from spam. More on notifications in this article.
When you are finished editing your profile, you can commit your changes by clicking the Save button at the bottom of the page.
Your default profile is the profile that will be automatically displayed after logging in. Click on the profile name you want to make default in the left column. Next, click the radio button next to "Make Default" under the Agent Details section. Simply click the radio again to remove the default setting.
Note: Remember to click Save after making any changes.
Note: Remember to click Save after making any changes.
Click on the Deactive link at the top-left of the Profiles section to deactivate a profile. Deactivated profiles will appear gray in the left side menu. Click Activate in the same spot to reactivate a deactivated profile.
Click on the + Add profile link at the top-right of the Profiles section to add a new profile. Follow the prompts in the window to set up.
Comments
0 comments
Article is closed for comments.