Edit the broker portal profile
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to update name, contact, social links, profile image and password fields.
Where to goBroker Portal → Profile
Before you start
- Use an account with Authenticated broker user and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide helps you do
Update name, contact, social links, profile image and password fields. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Broker Portal → Profile.
- Go to the intended record from the list or preview.
- Select Edit and change only the required fields.
- Save once and resolve any validation or permission message.
- Reopen the record and verify the update, status and audit/activity evidence.
Fields and options
Exact actionEdit the broker portal profile
Exact navigationBroker Portal → Profile
Module version1.0.0
Access ruleAuthenticated broker user
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Organisation/personName, code, email, phone, website, tax/VAT, address, status and profile image where exposed.
Access and structurePlan, role, administrator flag, departments, staff type/company link, approval-manager and public flags where applicable.
Rules and limits
- Password changes require old/new/confirmation values as displayed.
- Company, owner, broker and staff records use different capability groups and ownership checks.
- Email-exists checks prevent duplicate staff/company identities in supported forms.
Check it worked
- The supported edit the broker portal profile flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.
Related guides
Was this guide useful?Your response is stored only in this browser.