How Clients Manage Their Profile
What agents edit at /portal/account — personal details and the agent profile shown on their property websites, including email, phone, and photo visibility.
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At /portal/account, an agent finds two independent sections: their personal info, and their agent profile. Each one saves separately.
Personal info
This section covers the agent’s own details:
- First name and last name
- Phone number — checked to make sure it’s a real, valid phone number
- Profile photo — upload one or remove it
Email is shown here too, but it’s read-only. Agents can’t change their email address from the portal.
Agent profile
This is the identity that appears as the “Listing Agent” on the agent’s property websites:
- Title (e.g. Realtor, Broker Associate)
- Brokerage name
- Brokerage logo
- License number
- Personal website URL
Alongside those fields are three switches — email, phone, and photo — that set the default visibility of each on every property website tied to the agent’s orders. All three default to on, so email, phone, and photo show by default.
The agent profile is created automatically the first time the agent signs in via a magic link. If Spatiko knows the agent’s company name, it seeds the brokerage field with it as a starting point. Filling in or editing the rest of the profile is entirely optional — nothing here blocks the agent from using the portal.
The brokerage logo
Right under the brokerage name sits a Brokerage logo upload — the agent adds it themselves, and it appears on their property websites alongside their agent info, so the listing page carries their brokerage’s mark as well as their name. Accepted files are PNG, JPG, or WebP, up to 2MB — PNG keeps transparency, which usually looks best over a listing page. After picking a file, the agent frames it in a small crop dialog (“Adjust your brokerage logo”) before it saves, and a Remove link underneath takes it off again.
How this feeds property websites
The agent profile is the single source of truth for the Listing Agent block on all of that agent’s property websites. The name, brokerage, brokerage logo, license number, and website URL are set here only — they can’t be edited per listing.
The three visibility switches set the default for every listing, but a specific property website can override email, phone, or photo visibility on its own. Per-listing overrides take precedence over the defaults set here — see what clients can edit on a property website for how that works.
Saving changes
Each section saves on its own. The save button for a section only becomes active once something in it genuinely differs from what was last saved, so you can’t save a section you haven’t touched.
Go deeper
- What clients can edit on a property website — where a per-listing override beats the account-level defaults set here.
- Signing in to the client portal — the sign-in that creates the agent profile in the first place.
- The client portal — everything else an agent handles for themselves.
- How property websites work — the listing sites the agent profile shows up on.
Frequently asked questions
Can an agent change their email address from the portal?
No. Email is shown on the account page but it's read-only — agents can't change it themselves. Their first name, last name, phone number, and profile photo are all editable there.
Where does the Listing Agent block on a property website come from?
From the agent profile at /portal/account, which is the single source of truth for it. The name, brokerage, license number, and website URL are set there only and can't be edited per listing.
What file types work for the brokerage logo?
PNG, JPG, or WebP, up to 2MB — PNG keeps transparency, which usually looks best on a listing page. The agent uploads it themselves in the Brokerage part of their agent profile, framing it in a small crop dialog before it saves.
Does an agent have to fill in their profile before using the portal?
No — filling it in is entirely optional and nothing here blocks them from using the portal. The profile is created automatically the first time they sign in, and if Spatiko knows their company name it seeds the brokerage field as a starting point.