My Profile & Preferences: Overview
Written By Anand Raj
Last updated 4 months ago
The My Profile & Preferences module in the Agency Portal is your personal control center. It's where you manage how you appear to your team and your Businesses, choose which platform events alert you, and review the in-app notifications you've received.
Everything in this module is scoped to you as an Agency user — changes here never affect your teammates or your Businesses.
What’s inside this module
Change Profile Details — update your profile picture, display name and phone number. These details identify you across the Agency Portal in audit trails, intraoffice notes and activity attribution.
Change Notification Preferences — choose which platform events generate alerts for you, and whether each one is delivered In-App, by Email, or both. Toggles save automatically.
My Notifications — open the bell-icon panel to review recent alerts, Snooze the in-app sound during focused work, or use Mark as read to clear the unread badge in one click.
Where to find it
Everything in this module lives behind your avatar in the top-right of the Agency Portal. Click your profile picture to open My Profile or Notification Preferences, and click the bell icon next to it to open the Notifications panel.
Frequently Asked Questions
Do my profile and preference changes affect other Agency users?
Do my profile and preference changes affect other Agency users?
No. Every setting in this module is per-user. Updating your profile, toggling a notification channel or snoozing alerts only affects your own account — your teammates' settings are untouched.
Do these settings apply to Businesses I manage?
Do these settings apply to Businesses I manage?
No. My Profile & Preferences is scoped to your Agency user account only. It does not change anything about the Businesses you manage or the users inside those Businesses.
Where do I go to change my login email?
Where do I go to change my login email?
The email tied to your login is shown on the Account Details screen but is read-only there. To change it, contact your Agency administrator.
More in My Profile & Preferences:
Was this helpful?
Still need help? Ask the team