Accessing Your Profile
Log in to your Estateably account.
In the top-right corner of the screen, click your initials (displayed inside a circular icon).
Select View Profile from the dropdown menu.
You will be taken to your profile settings page, where a navigation menu appears on the left-hand side.
Personal Information
The first section you will land on is Personal Information.
Here you can:
Upload or update your profile image
Update your phone number
Update your title
View the teams you are assigned to (listed at the bottom)
Access Estateably’s Terms and Conditions
Access Estateably’s Privacy Policy
After making any changes, click Save in the bottom-right corner of the page.
Security / Password
To update your password:
Click Security / Password from the left-hand menu.
Enter your current password.
Enter your new password.
Re-enter your new password to confirm.
Click Save in the bottom-right corner.
Your password will be updated immediately once saved.
Communication Preferences
The Communication Preferences section allows you to control how and when you receive notifications within Estateably.
Notification Settings
You can choose how you would like to receive notifications for:
Case file assignments
Task assignments
Task reviews
Task approvals and rejections
Being tagged in a note
Other system activity
For each notification type, you can select:
All (Email and In-App notifications)
Email Only
In-App Only
None
Deadline Reminders & System Notifications
You can also:
Configure deadline reminders
Adjust system notification preferences
After making your selections, click Save in the bottom-right corner.
Email Configuration
The Email Configuration section allows you to set up a default email signature.
Enabling a Signature
Navigate to Email Configuration in the left-hand menu.
Toggle the setting to Enable.
A text box will appear where you can create your signature template.
Optionally, select:
Automatically CC me on emails that I send
Click Save in the bottom-right corner.
Disabling a Signature
If you do not wish to use a default signature:
Toggle the setting to Disable.
Click Save.
Need Assistance?
If you experience issues updating your profile or have questions about notification settings or security preferences, please contact Estateably Support for assistance.