In the My Profile section of AFrame, users can manage personal settings, defaults, and integrations tied to their individual profile. These settings are specific to each user, so team members on the same account can customize their own preferences independently.

TABLE OF CONTENTS

Accessing My Profile Settings

To access My Profile you will click your profile name in the right corner of the top banner in AFrame.

Open in AFrame: My Profile (Click your name in top banner)

My Profile Defaults

The My Profile page includes the same settings found in the Team Members profile page, with additional options at the bottom for profile-specific application defaults. Here, you can set your default home page, choose default tabs for the detail page, and select your transaction email signature either your personal profile signature or the primary agent’s custom signature set in their profile settings.



Default Home Page

Choose which screen you land on when logging into AFrame each time.


Contact Default Tab

Choose which tab is shown first when opening a contact’s detail page.


Transaction Default Tab

Choose which tab is shown first when opening a transaction's detail page.


Transaction Default Email Address

Choose which signature is used when sending emails from a transaction. You can use your profile's signature or the primary agent’s custom signature set in their profile.


Related Article: Email Signatures

Goals

Setting up your prospecting and income goals in the program is needed for tracking your progress and staying motivated. These goals work together to create a clear roadmap for your success, ensuring consistent progress toward your overall objectives.


    Setup

  1. Enter your Yearly Income Goal, which defines the total earnings you aim to achieve within the year. After filling in this section, AFrame will tell you how many transactions and volumes are necessary to reach your goals.

  2. Use this data AFrame provides for transactions and volume values in step 1 to set your Yearly Volume & Transaction Goals. Additionally, you can break down how many seller and buyer transactions you want out of the overall transaction goal.

  3. Establish your Weekly Prospecting Goals, outlining the number of client interactions and new contacts you plan to generate each week. AFrame uses the logic that it takes 50 contact interactions to make a sale to produce how many contacts you need to interact with per week to reach your goals. Additionally, you can set your own goal of how many database additions you would like to make a week.

    Related Article: Prospecting

Integrations

Integrations are connected at the profile level, allowing each user to manage their own third-party connections independently.



Linked Articles: Email Integration, AFrame Calendar Feed, SendGrid, MailChimp, ShowingTime, Supra, Zapier Integration

Linked Accounts

If you manage multiple AFrame Team Accounts, we offer a simple way to toggle between them without the need to log in and out each time. While integration of two separate team accounts is not possible, you can easily switch between your accounts by linking them. Follow these directions to set up linked accounts and quickly toggle between them for a smoother experience.


  1. Go to My Profile settings

  2. Go to the Linked Accounts page

  3. Log in to your additional account

  4. Now you can use the switch accounts section in the dropdown to easily toggle between the two accounts.



Open in AFrame: My Profile → Linked Accounts

Developer Zone

The Developer Zone provides tools for building custom integrations and automations with AFrame. From this section, you can create API keys, configure webhooks to receive real-time updates, review webhook delivery logs, and access our public API documentation to develop custom workflows and connections.


Open in AFrame: My Profile → Developer Zone
Related Articles: Zapier Integration, Open API