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Completing Your User Profile

Written by Kayla Latta

Your user profile in Sisu contains your personal information, account preferences, and available integrations. Learn how to access your profile, update your user details and profile picture, manage cap settings, and connect supported integrations.

Topics in this article:


Accessing Your User Profile

There are two easy ways to access your user profile in Sisu:

  1. In the upper, right hand corner of any page in Sisu, click your profile picture. From the dropdown menu select Profile.

  2. From the left hand navigation menu of any page in Sisu, select Account then select Profile.


Updating Your Profile Picture

Your profile picture will appear throughout Sisu (in Tasks, Leaderboards, Challenges, etc.) as well as the Client Portal. To update your profile picture, follow these steps:

  1. Navigate to Account > Profile.

  2. Click the pencil icon on your current profile picture.

  3. Select a photo and upload.


Updating Your User Details

To enter or update your user details in Sisu, you can navigate to Navigate to Account > Profile.

→ User Info

Field

Definition

First Name

User's first name.

Last Name

User's last name.

Email

User's email address. Emails from Sisu are sent to this address.

Mobile Phone

User's mobile number. If OTP is enabled, verification codes will be sent to this number.

Timezone

Determines how dates and times are displayed throughout Sisu for this user.

Default Landing Page

Selects the page the user is taken to after signing in to Sisu.

Business Entity

Name of the user’s business entity, shown on CDAs instead of their personal name.

→ User Address

Field

Definition

Address 1

Primary street address for the user.

Address 2

Additional address information, such as a suite or unit number.

City

User's city.

State

User's state or province.

Postal Code

User's ZIP or postal code.

→ Cap & Split Settings

Field

Definition

Brokerage Cap Amount

The brokerage cap amount used to track the user's progress toward their cap.

Brokerage Cap Year Anniversary

The date the user's brokerage cap resets each year.

Royalty Cap Amount

The royalty cap amount used to track the user's progress toward their royalty cap.

Royalty Cap Year Anniversary

The date the user's royalty cap resets each year.

Broker/Team Percent

The percentage of commission retained by the brokerage or team before the agent receives their split.

Agent Split Percentage

The percentage of commission allocated to the agent based on their commission split.


Access to Integrations in your User Profile

Two integrations may appear here depending on your team's setup.

  • Dotloop - If your team is utilizing the Dotloop integration, you can connect your user profile to Dotloop here. Click here for more information on the Dotloop integration. 📙

  • Gmail - If your team has a Premier subscription, you'll be able to integrate your Gmail account. This integration allows Sisu to send emails from your Gmail address instead of [email protected]. Click here for more information on the Gmail integration. 📙

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