How to Update Your User Profile in BrokerKit
Your BrokerKit user profile stores your personal details — name, email, phone number, profile photo, timezone, and email signature. These are account-level settings that travel with you no matter which team workspace you're in.
This article covers how to update your user profile. For team-level settings (brand, working hours, etc.), see [Understanding Your BrokerKit Team Workspace]. For changing your password, see [Creating or Changing Your Account Password].
Where to Find Your Profile
- Click your avatar in the top-right corner of BrokerKit.
- Select My Profile from the dropdown.
- You'll land on the profile edit page (
/users/edit).
Editable Profile Fields
| Field | What it does |
|---|---|
| First name / Last name | Appears on outbound emails, notes, and in team member lists. |
| Email address | Your login email and the reply-to address for outbound emails you send. Changing this updates your login credentials. |
| Phone number | Your direct cell number for call-forwarding and SMS engagement. Formatted as (555) 123-4567. |
| Job title | Displayed on your profile and in team member directories. |
| Profile photo (avatar) | Upload a square image — displays in the inbox, on outbound emails, and in team views. |
| Timezone | Controls how times display throughout BrokerKit (tasks, appointments, campaign send times, reports). Pick any US/Canada zone — Eastern (EST/EDT), Central (CST/CDT), Mountain (MST/MDT), or Pacific (PST/PDT). |
| Email signature | HTML signature appended to emails you send. Use the built-in editor to add links and images. (Visible to users with lead-management permissions.) |
How to Update Your Profile
- Open My Profile (see above).
- Edit any field inline.
- Click Save — changes take effect immediately.
Updating Your Phone Number
Your phone number is used for:
- Call forwarding from your BrokerKit phone number
- SMS reply notifications
- Caller ID when dialing out from BrokerKit
To update it, open My Profile, edit the Phone number field, and click Save. The change applies immediately. Update on a new phone? Test forwarding by calling your BrokerKit number — see [How to set or update my Brokerkit phone number or forwarding number].
Changing Your Profile Photo
Click your existing avatar (or the placeholder) on the profile page and upload a new image. PNG or JPG, square crops work best.
Changing Your Timezone
Your profile timezone controls how times appear in tasks, appointments, campaign send times, and reports.
- Open My Profile.
- In the Timezone dropdown, pick the zone you want — for example, switch from Eastern Time (EST/EDT) to Pacific Time (PST/PDT).
- Click Save. The change applies immediately and updates how times display in tasks, appointments, campaign send times, and reports going forward.
If you've changed timezones (for example, you used to be in EST and are now in PST), update this field once and BrokerKit will use the new zone everywhere.
What's NOT on the User Profile Page
These live elsewhere:
- Password → [Creating or Changing Your Account Password]
- Notification preferences (email/bell alerts) → Settings → Notifications
- Team workspace settings (brand, working hours, lead routing) → Team Settings (admins only)
- Billing & subscription → Settings → Billing
Frequently Asked Questions
Q: I changed my email but my login still uses the old one. A: You're signed in with a session token. Log out and sign in with the new email to confirm the change.
Q: My teammates still see my old photo. A: BrokerKit caches avatars. Ask them to refresh; the new photo will appear within a few minutes.
Q: Timezone is wrong on my reports. A: Reports use your profile timezone. Update it, then re-run the report.
Q: Can I switch from EST to PST (or any other timezone)? A: Yes. Open My Profile, choose the new zone in the Timezone dropdown (Eastern, Central, Mountain, Pacific, or any other supported zone), and click Save. Times in tasks, appointments, campaign send schedules, and reports will use the new zone immediately.
Q: Can I have different profile info on different teams? A: No — profile fields are user-level and apply across all teams you belong to. Team-specific settings (role, permissions) are managed by each team admin.