Profile Settings

About

The Profile Settings page lets you manage your personal information and your organization’s details. Your profile information appears on notifications, activity timelines, and assignment badges throughout Goliath, helping your team identify who is responsible for each action. Organization settings control how your company name, address, and time zone appear in outbound communications and workflow automations.

Step-by-Step Guide

1. Navigate to Profile Settings

   Click your profile picture in the bottom-left corner of the sidebar, then select Settings from the menu. Click My Profile in the settings navigation.

2. Edit Personal Information

   In the Personal Information section, click the Edit button. Update your first name, last name, phone number, or email address as needed. Changes save automatically when you move to the next field.

3. Upload a Profile Picture

   Click on your current avatar photo to upload a new image. A recognizable photo helps teammates quickly see who performed actions in deal timelines and notifications.

4. Update Investment Preferences (Optional)

   In the Investment preferences section, click Edit to specify your investor type, target locations, investment strategies, property types, preferred renovation types, and handwritten deal criteria. This information helps Goliath match you with relevant deals and refine automated workflows.

5. Edit Organization Settings (Admins Only)

   If you are an organization admin, scroll to the Organization section. Click Edit to update your organization name, logo, address, or default time zone. The organization name appears in email signatures, the time zone controls delay calculations in workflows, and the address is used on forms and invoices.

Pro Tips

• Your email address must be verified before you can receive notifications. Check your inbox for a verification link after updating your email.
• The default time zone affects when automated workflows trigger. Set it to match your primary market to ensure outreach happens during business hours.
• Upload a square image for your profile picture to avoid cropping issues in activity feeds.

Frequently Asked Questions

Q: Who can edit organization settings?

Only organization admins can update the organization name, logo, address, and time zone. All team members can edit their own personal information.

Q: Do I need to click a Save button after making changes?

Most fields save automatically when you move to the next field. If a field requires additional confirmation, Goliath will prompt you.

Q: What happens if I change my email address?

You will receive a verification email at the new address. Notifications will continue sending to your old email until you verify the new one.