Getting to Know Your Account (Lofty AOS)

Introduction

Your account lives in 2 places in Lofty 4.0: the Settings area, where your profile, sign-in security, and notification preferences live, and the account menu behind your avatar, which covers billing, switching accounts, and logging out. This article tours both at a glance — no changes required — so you know where everything is when you need it.

Opening Your Settings

1. In the left sidebar, click Settings.
2. The Settings page opens on My User Settings - Profile. A selector next to the Settings title shows the scope you are viewing — Personal — and an Ask Lofty AI button sits in the top-right corner.

The settings menu on the left is organized into 5 groups: My User Settings, Communication, Lofty AI, Lead Settings, and Transactions. Click any entry to open that page; click a group’s name to collapse or expand the group.

Reviewing Your Profile

Profile (under My User Settings) is who you are across Lofty — it feeds your email signature and public-facing details:

• Your photo (Upload Photo), First Name, and Last Name.
• Email Address — your login email; it “is used to login and also receives system email notifications.” The field is locked; use Change Email Address to update it.
• Phone Number — used in your email signature, “which appears on all automated emails.”
• Time Zone and Working Hours, with a Switch to Vacation Mode link for time away.
• License ID, Position, and MLS Agent ID (with Edit and Add Agent ID).
• Social Media — link fields for facebook, linkedin, twitter, zillow, instagram, youtube, and more.
• Manage My Virtual Business Card in the top-right corner of the page.

Changes take effect only when you click Save at the bottom; Reset discards them.

Checking Sign-In Security

Account & Security (marked NEW) gathers everything about how you sign in:

• Lofty Account — the email you log in with.
• Password — a Change Password action.
• Login and Sensitive Actions — options to require Two-Factor Authentication (2FA), including for all company members.
• Two-Factor Authentication — your verification phone numbers and email addresses, plus Add a two-factor authentication method.
• Device Management — the devices currently logged in to your account, so you can “Log out of unwanted devices.”

Choosing What Lofty Notifies You About

Notifications controls how Lofty reaches you, on 2 tabs — General and Opportunities. Each row in the “Notify me when” table is an event — for example Daily Insight, New Lead Alert (Lead Owner), Schedule Meeting Alert, AI Call Created, or New Transaction Assigned — with separate Email, Text, and Push switches (events that don’t support a channel show “N/A”). New Lead Alert (Lead Owner) can also copy extra addresses via Add Additional Emails.

Exploring the Rest of the Settings Menu

The remaining pages, at a glance:

Using Your Account Menu

1. Click your avatar at the very bottom of the left sidebar.
2. The account menu opens with your name and login email at the top, followed by:

• Add Account and Switch Account — for working across more than 1 Lofty account.
• Billing Center — opens the Billing page for your subscription.
• Product Updates — opens Lofty’s What’s New page in the help center.
• Back Office — entry to the Back Office area.
• Log Out — signs you out of Lofty.

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at support@lofty.com, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.