Fill in your name and contact details and add your profile photo. Your photo is reusable on customer-facing materials when you are selected as the represented agent; it is separate from the account logo.
Steps
- Step 1: Open Settings and find your profile section.
- Step 2: Enter your first name, last name, and the display name you want teammates to see.
- Step 3: Add a phone number if you want it available for your own reference and drafts.
- Step 4: Add or replace your profile photo. You can manage only your own photo.
- Step 5: Save. Your name now appears correctly on activity you log and on template drafts.
Tip: Invited members set the same fields during profile setup after accepting an invitation.
Good to know
- Your sign-in email is managed through authentication, not this profile.
- Selecting someone as the represented agent does not let the editor change that person’s profile or profile photo.
- Existing immutable materials and published pages keep their captured photo after replacement. New previews and new email sends use the current photo.