Updating Your Profile
Step-by-step guide to help you master AgentBoard.
Updating Your Profile
Accessing Your Profile Settings
Your AgentBoard profile contains your personal and professional information:
- Click on your profile picture or initials in the top-right corner of any page
- Select My Profile from the dropdown menu
- You'll be taken to your profile page with various settings tabs
You can also access your profile through the sidebar menu by clicking on your name at the bottom of the sidebar.
Updating Basic Information
To update your basic profile information:
- On your profile page, ensure you're on the General tab
- Click the Edit Profile button
- Update the following fields as needed:
- First and last name
- Email address (requires verification if changed)
- Phone number
- Time zone preference
- Language preference
- Click Save Changes when finished
Adding a Profile Picture
A professional profile picture helps other agents recognize you:
- On your profile page, click the profile picture placeholder or existing image
- Select Change Photo from the popup menu
- Choose one of these options:
- Upload Photo: Select an image from your device
- Take Photo: Use your camera to take a new picture
- Remove Photo: Delete your current picture
- If uploading, select your image file (JPG, PNG, or GIF format)
- Crop and adjust the image as desired in the editor
- Click Save to apply your new profile picture
For best results, use a square image at least 400x400 pixels in size. The maximum file size is 5MB.
Professional Information
Update your professional details to enhance your profile:
- On your profile page, navigate to the Professional tab
- Click Edit to modify your information
- Update the following fields:
- Agency or company name
- Job title/position
- Professional bio or description
- Years of experience
- Areas of specialization
- Languages spoken
- Add professional credentials or certifications if applicable
- Click Save Changes when finished
This information is visible to other agents you connect with and helps establish your professional identity.
Contact and Social Media Links
Connect your professional networks to your profile:
- On your profile page, navigate to the Contact & Social tab
- Click Edit to modify your information
- Update or add links to your:
- Business website
- LinkedIn profile
- Twitter/X account
- Facebook business page
- Other professional networks
- Add your business address and contact information
- Click Save Changes when finished
You control the visibility of each contact method and social link in your privacy settings.